Original filing (PDF)20240928130629NAL0005921456001

RUSSELL'S TREE & SHRUB FARM LLC

Name: RUSSELL'S TREE & SHRUB FARM LLC — RUSSELL'S TREE & SHRUB FARM LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: RUSSELL'S TREE & SHRUB FARM LLC

Form 5500-SF

FILING_RECEIVED

RUSSELL'S TREE & SHRUB FARM LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSSELL'S TREE & SHRUB FARM LLC.

Plan sponsor

Name

RUSSELL'S TREE & SHRUB FARM LLC

EIN

16-1580732

Address

9800 TRANSIT ROAD · EAST AMHERST, NY · 14051

Phone

(716) 689-6764

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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