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Original filing (PDF)20251015144904NAL0002480563001
STANLEY TREE SERVICE INC.
Form 5500
FILING_RECEIVED
STANLEY TREE SERVICE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
196
Accounts w/ balance
168
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANLEY TREE SERVICE INC..
Plan sponsor
Name
STANLEY TREE SERVICE INC.
EIN
05-0468308
Address
275 GEORGE WASHINGTON HWY · SMITHFIELD, RI · 02917
Phone
(401) 765-4677
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | CONTRACT ADMINISTRATOR | $26K | — |
Investments
12 direct securities · 1 pooled fund· $294K(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$147K
12 holdings
Common Collective Trust
$147K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE MATRIX TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $147K | 2.0% | |
| MORLEY INCOME FUND III | — | — | — | $39K | 0.5% | |
| MORLEY INCOME FUND I | — | — | — | $23K | 0.3% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $20K | 0.3% | |
| MORLEY INCOME FUND IV | — | — | — | $13K | 0.2% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $12K | 0.2% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $11K | 0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $11K | 0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $5K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $5K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $4K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $3K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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