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Original filing (PDF)20260130095522NAL0007731872002
WEST TREE SERVICE, INC.
Form 5500
FILING_RECEIVED
WEST TREE SERVICE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 38.5 moNo recordkeeper disclosed
Active participants
429
Accounts w/ balance
67
Plan assets (EOY)
$650K
Net assets (EOY)
$650K
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Filed 38.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (49 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST TREE SERVICE, INC..
Plan sponsor
Name
WEST TREE SERVICE, INC.
EIN
27-0061167
Address
6300 FORBING RD · LITTLE ROCK, AR · 722093534
Phone
(501) 978-6515
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2026-01-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
Investments
3 direct securities · 12 pooled funds· $690K(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
$602K
11 holdings
Uncategorized
$84K
3 holdings
Pooled Separate Account
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $140K | 21.6% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $92K | 14.2% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $77K | 11.8% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $64K | 9.9% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $55K | 8.4% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $54K | 8.3% | |
| [DFE: PRINCIPAL LIFETIME HYBRID 2060 CIT (extraction pending)] | — | — | — | $47K | 7.2% | |
| PRIN LIFE TIME HYBR 2060 INC PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $47K | 7.2% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $31K | 4.8% | |
| [DFE: PRINCIPAL LIFETIME HYBRID INCOME CIT (extraction pending)] | — | — | — | $19K | 2.9% | |
| PRIN LIFE TIME HYBR 2055 INC PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $19K | 2.9% | |
| [DFE: PRINCIPAL LIFETIME HYBRID 2065 CIT (extraction pending)] | — | — | — | $18K | 2.8% | |
| PRIN LIFE TIME HYBR 2065 INC PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $18K | 2.8% | |
| PRIN LIFE TIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $5K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | 0.6% |
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