Back to filter
Original filing (PDF)20250919135259NAL0003152595001
THE F.A. BARTLETT TREE EXPERT CO.
Form 5500
FILING_RECEIVED
BARTLETT TREE 401(K) PLAN
401(k) retirement plan
Active participants
2,907
Accounts w/ balance
1,875
Plan assets (EOY)
$201.4M
Net assets (EOY)
$201.4M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE F.A. BARTLETT TREE EXPERT CO..
Plan sponsor
Name
THE F.A. BARTLETT TREE EXPERT CO.
EIN
06-0254490
Address
P.O. BOX 3067 · STAMFORD, CT · 06905
Phone
(203) 323-1131
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
2025-09-19
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $79K | — |
Investments
30 direct securities· $193.9M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company K6 Mutual Fund | — | — | — | $39.7M | 19.7% | |
| Fidelity Contrafund K Mutual Fund | — | — | — | $22.9M | 11.4% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $15.4M | 7.6% | |
| ABF Large Cap Value Inst R5 Mutual Fund | — | — | — | $10.2M | 5.1% | |
| Fidelity Freedom 2050 K6 Mutual Fund | — | — | — | $8.3M | 4.1% | |
| Fidelity Freedom 2055 K6 Mutual Fund | — | — | — | $7.5M | 3.7% | |
| Fidelity Mid Cap Stock K Mutual Fund | — | — | — | $7.3M | 3.6% | |
| Fidelity Diversified International K Mutual Fund | — | — | — | $6.9M | 3.4% | |
| Fidelity Puritan K Mutual Fund | — | — | — | $6.3M | 3.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $5.9M | 2.9% | |
| Fidelity Freedom 2045 K6 Mutual Fund | — | — | — | $5.8M | 2.9% | |
| Fidelity Freedom 2030 K6 Mutual Fund | — | — | — | $5.7M | 2.9% | |
| Fidelity Freedom 2040 K6 Mutual Fund | — | — | — | $5.1M | 2.6% | |
| Fidelity Freedom 2060 K6 Mutual Fund | — | — | — | $5.1M | 2.5% | |
| Fidelity Low Priced Stock K Mutual Fund | — | — | — | $4.7M | 2.4% | |
| PIMCO Total Return Inst Mutual Fund | — | — | — | $4.6M | 2.3% | |
| Fidelity Total Bond Mutual Fund | — | — | — | $4.5M | 2.2% | |
| Fidelity Freedom 2035 K6 Mutual Fund | — | — | — | $4.3M | 2.1% | |
| Fidelity Freedom 2025 K6 Mutual Fund | — | — | — | $3.9M | 1.9% | |
| JPM U.S. Small Company Fund Inst. L Mutual Fund | — | — | — | $3.7M | 1.8% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $3.5M | 1.7% | |
| Fidelity Value K Mutual Fund | — | — | — | $2.8M | 1.4% | |
| Fidelity Government Income Mutual Fund | — | — | — | $2.5M | 1.2% | |
| Fidelity Freedom 2020 K6 Mutual Fund | — | — | — | $1.7M | 0.9% | |
| Participant loans annum $0 | — | — | — | $1.7M | 0.8% | |
| Fidelity Freedom 2065 K6 Mutual Fund | — | — | — | $1.6M | 0.8% | |
| Fidelity Freedom Inc. K6 Mutual Fund | — | — | — | $1.1M | 0.5% | |
| Fidelity Freedom 2015 K6 Mutual Fund | — | — | — | $795K | 0.4% | |
| BrokerageLink Self Directed | — | — | — | $328K | 0.2% | |
| Fidelity Freedom 2010 K6 Mutual Fund | — | — | — | $104K | <0.1% |