· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PHILLIPS TREE REMOVAL, INC. — THE PHILLIPS TREE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718100016NAL0001532433001
PHILLIPS TREE REMOVAL, INC.
Form 5500-SF
FILING_RECEIVED
THE PHILLIPS TREE RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
12
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHILLIPS TREE REMOVAL, INC.
.
Find decision makers
Plan sponsor
Name
PHILLIPS TREE REMOVAL, INC.
EIN
04-3225489
Address
P.O. BOX 1285 · DUXBURY, MA · 02331
Phone
(781) 934-7255
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
AB LANDSCAPING, INC.
AB LANDSCAPING 401(K) PROFIT SHARING PLAN
$1.7M · 11 participants
MBD CONSULTING ENGINEERS, P.A.
MBD CONSULTING ENGINEERS, P.A. 401(K) PLAN
$1.7M · 10 participants
INTERSTICE ARCHITECTS INC.
INTERSTICE ARCHITECTS INC. PROFIT SHARING PLAN
$1.7M · 4 participants
YAMASAKI LANDSCAPE ARCHITECTURE
YAMASAKI LANDSCAPE ARCHITECTURE 401(K) PROFIT SHARING PLAN
$1.8M · 4 participants
SHOOTER & BUTTS, INC.
SHOOTER & BUTTS, INC. SALARY DEFERRAL PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 11 participants
SITE SOLUTIONS, LLC
SITE SOLUTIONS 401(K) PROFIT SHARING PLAN
$1.8M · 10 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
