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NEW WAY LANDSCAPE & TREE SERVICE — NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250709130307NAL0004797393002
NEW WAY LANDSCAPE & TREE SERVICE
Form 5500-SF
FILING_RECEIVED
NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
144
Accounts w/ balance
35
Plan assets (EOY)
$846K
Net assets (EOY)
$846K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEW WAY LANDSCAPE & TREE SERVICE
.
Find decision makers
Plan sponsor
Name
NEW WAY LANDSCAPE & TREE SERVICE
EIN
33-0132529
Address
5752 KEARNY VILLA RD. · SAN DIEGO, CA · 92123
Phone
(858) 505-8300
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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PARTNERS LANDSCAPE AND DESIGN, INC. 401(K) PROFIT SHARING AND TRUST
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T.J. BOYLE ASSOCIATES, LLC
T.J. BOYLE ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$848K · 5 participants
BOXLEAF DESIGN, INC.
BOXLEAF DESIGN 401(K) PLAN
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