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 401(k) feature, 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 | $431K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | NONE | $18K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $15K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $12.2M | 3.8% | |
| Participant loans Interest rates ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $12.0M | 3.7% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $5.6M | 1.7% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $5.6M | 1.7% | |
| Blackrock Total Return K | Other securities | — | — | $5.3M | 1.6% | |
| Fidelity Investments Fidelity US Bond Idx | Common Collective Trusts | — | — | $4.6M | 1.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $4.3M | 1.3% | |
| CARILLON EAGLE MDCP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $2.1M | 0.7% | |
| Loomis Sayles Small Cap Growth Fund | Other securities | — | — | $957K | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $309K | <0.1% |
