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STANLEY TREE SERVICE INC. — STANLEY TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260107120421NAL0008300323001
STANLEY TREE SERVICE INC.
Form 5500
FILING_RECEIVED
STANLEY TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 4
Late filing · 1.7 mo
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
194
Accounts w/ balance
227
Plan assets (EOY)
$5.3M
Net assets (EOY)
-$34.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
93
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STANLEY TREE SERVICE INC.
.
Find decision makers
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 Mgmt
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
2026-01-07
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $2.9M
(55% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Stanley Tree Service, 100,000 common stock shares**
—
—
$45.8M
$2.9M
55.1%
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100
Knocking points off
Filed 1.7 months past the 10.5-month grace window.
Top holding "Stanley Tree Service, 100,000 common stock shares**" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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