Arthur Batson III signed John Lucas Tree Expert Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John Lucas Tree Expert Co.'s EIN is 01-0110890.
Download the official 2024 Form 5500 (PDF) for John Lucas Tree Expert Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John Lucas Tree Expert Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | WALTHAM, MA | BROKER/INVEST MENT ADVISO | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.3M | 98.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER NEWMAN & NOYES LLC | — | PORTLAND, ME | AUDITOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL NEW ENGLAND | — | WILMINGTON, MA | CONTRACT ADMI N | $11K | — |
