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Original filing (PDF)20251013082348NAL0001518720001
ASPLUNDH TREE EXPERT, LLC
Form 5500
FILING_RECEIVED
VEGETATION AND UTILITY SERVICES EMPLOYEES 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
22,463
Accounts w/ balance
7,337
Plan assets (EOY)
$323.4M
Net assets (EOY)
$323.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
65
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
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
003
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
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
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 | $431K | — |
| KREISCHER MILLER | 23-1980475 | — | NONE | $18K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $15K | — |
Investments
16 direct securities · 14 pooled funds· $347.7M(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
$187.5M
13 holdings
Uncategorized
$143.9M
16 holdings
Pooled Separate Account
$16.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $32.5M | 10.0% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $29.2M | 9.0% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $26.8M | 8.3% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $26.5M | 8.2% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.7M | 7.9% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $22.0M | 6.8% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $17.0M | 5.2% | |
| New York Life New York Life Anchor Account IV | — | — | — | $16.3M | 5.0% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $16.3M | 5.0% | |
| Vanguard PRIMECAP Adm | — | — | — | $15.7M | 4.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $15.5M | 4.8% | |
| VANGUARD EXTENDED MKT IDX INST Registered Investment Company | — | — | — | $12.2M | 3.8% | |
| Participant loans Interest rates ranging from 5.25% to 10.50% | — | — | — | $12.0M | 3.7% | |
| JPMorgan Equity Income R6 | — | — | — | $11.9M | 3.7% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.8M | 3.4% | |
| EuroPacific Growth R6 | — | — | — | $9.2M | 2.9% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.7M | 1.7% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $5.6M | 1.7% | |
| Vanguard Total International Stock Index Adm | — | — | — | $5.6M | 1.7% | |
| Blackrock Total Return K | — | — | — | $5.3M | 1.6% | |
| Fidelity Investments Fidelity US Bond Idx | — | — | — | $4.6M | 1.4% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $4.3M | 1.3% | |
| CARILLON EAGLE MDCP GROWTH R6 Registered Investment Company | — | — | — | $3.3M | 1.0% | |
| MFS MID CAP VALUE FUND CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $3.2M | 1.0% | |
| Vanguard Target Retirement Income Trust II | — | — | — | $2.4M | 0.8% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.7% | |
| Delaware Small Cap Value R6 | — | — | — | $2.1M | 0.7% | |
| Loomis Sayles Small Cap Growth Fund | — | — | — | $957K | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $309K | <0.1% |