How big is McLellan Tree Service, Inc.'s plan?

McLellan Tree Service, Inc.'s plan reported $807K in assets and 16 participants for 2024.

Original filing (PDF)20250822154703NAL0002641795001

McLellan Tree Service, Inc.

Name: McLellan Tree Service, Inc. — McLellan Tree Service, Form 5500 (2024)
Creator: McLellan Tree Service, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McLellan Tree Service, Inc. 401(k) Retirement Plan

401(k) retirement plan · McLellan Tree Service, Inc.'s McLellan Tree Service, Inc. 401(k) Retirement Plan held $807K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$807K

Net assets (EOY)

$807K

People on this filing

Robert J. Gagne, Jr. signed McLellan Tree Service, Inc.'s 2024 Form 5500 as plan administrator.

Robert J. Gagne, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McLellan Tree Service, Inc.'s EIN is 06-1313028.

EIN 06-1313028

Plan number 001

Plan year 2024

ACK ID 20250822154703NAL0002641795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McLellan Tree Service, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McLellan Tree Service, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCLELLAN TREE SERVICE, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MCLELLAN TREE SERVICE, INC.

EIN

all filings

Address

131 MINE ROAD · BRISTOL, CT · 060102461

Phone

(860) 678-9072

Industry

Other Services (ex. Public Admin)

Plan administrator