Back to filter
Original filing (PDF)20251013081828NAL0000397395001
ASPLUNDH TREE EXPERT, LLC
Form 5500
FILING_RECEIVED
ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,468
Accounts w/ balance
2,612
Plan assets (EOY)
$342.7M
Net assets (EOY)
$342.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPLUNDH TREE EXPERT, LLC.
Plan sponsor
Name
ASPLUNDH TREE EXPERT, LLC
EIN
23-1277550
Address
708 BLAIR MILL ROAD · WILLOW GROVE, PA · 190901701
Phone
(215) 784-4200
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
23-1277550
City
WILLOW GROVE, PA
Phone
(215) 784-4200
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $127K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $35K | — |
| KREISCHER MILLER | 23-1980475 | — | NONE | $18K | — |
Investments
14 direct securities · 14 pooled funds· $347.5M(100% 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.
Common Collective Trust
$267.2M
13 holdings
Uncategorized
$64.7M
14 holdings
Pooled Separate Account
$15.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $57.8M | 16.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $54.5M | 15.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $46.0M | 13.4% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $35.2M | 10.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $21.3M | 6.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $19.9M | 5.8% | |
| New York Life Anchor Account IV | — | — | — | $15.6M | 4.6% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $15.6M | 4.6% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $14.4M | 4.2% | |
| Fidelity 500 Index | — | — | — | $8.4M | 2.4% | |
| Vanguard Primecap Fund Admiral | — | — | — | $8.2M | 2.4% | |
| Vanguard Target Retirement Income Trust II | — | — | — | $7.9M | 2.3% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.9M | 2.3% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $6.6M | 1.9% | |
| BlackRock Total Return K | — | — | — | $6.1M | 1.8% | |
| Fidelity US Bond Index | — | — | — | $3.3M | 1.0% | |
| JP Morgan Equity Income R6 | — | — | — | $3.2M | 0.9% | |
| American Funds Euro Pacific Growth Fund R6 | — | — | — | $2.6M | 0.8% | |
| Vanguard Extended Market Index Fund | — | — | — | $2.6M | 0.8% | |
| JP Moran Large Cap Growth R6 | — | — | — | $2.1M | 0.6% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.6% | |
| Delaware Small Cap Value R6 | — | — | — | $1.4M | 0.4% | |
| Carillon Eagle Mid-Cap Growth R6 | — | — | — | $1.4M | 0.4% | |
| Vanguard Total International Stock Index Fund Admiral | — | — | — | $1.1M | 0.3% | |
| Loomis Sayles Small Cap Growth N | — | — | — | $891K | 0.3% | |
| MFS MID CAP VALUE FUND CL CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $861K | 0.3% | |
| VANGUARD TARGET RET 2070 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $433K | 0.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $227K | <0.1% |