Michelle Bartie signed Asplundh Tree Expert, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Asplundh Tree Expert, LLC's EIN is 23-1277550.
Download the official 2024 Form 5500 (PDF) for Asplundh Tree Expert, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Asplundh Tree Expert, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $35K | — |
| KREISCHER MILLER | 23-1980475 |
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.
| PI | % 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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $8.4M | 2.4% | |
| Vanguard Primecap Fund Admiral | Mutual Funds | — | — | $8.2M | 2.4% | |
| Vanguard Target Retirement Income Trust II | Mutual Funds | — | — | $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 | Other securities | — | — | $6.1M | 1.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $3.3M | 1.0% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $3.2M | 0.9% | |
| American Funds Euro Pacific Growth Fund R6 | Mutual Funds | — | — | $2.6M | 0.8% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $2.6M | 0.8% | |
| JP Moran Large Cap Growth R6 | Other securities | — | — | $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 | Other securities | — | — | $1.4M | 0.4% | |
| Carillon Eagle Mid-Cap Growth R6 | Other securities | — | — | $1.4M | 0.4% | |
| Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $1.1M | 0.3% | |
| Loomis Sayles Small Cap Growth N | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $18K |
| — |
