Joseph Paul signed The Davey Tree Expert Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Davey Tree Expert Company's EIN is 34-0176110.
Download the official 2024 Form 5500 (PDF) for The Davey Tree Expert Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Davey Tree Expert Company's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| The Davey Tree Expert Company (A) Common Stock; 8,030,410 shares | Common Stocks | — | $37.0M | $193.5M | 43.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $24.3M | 5.4% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $23.8M | 5.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $22.1M | 4.9% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $17.0M | 3.8% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $16.9M | 3.8% | |
| American New Perspective | Other securities | — | — | $16.8M | 3.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $16.8M | 3.7% | |
| T. Rowe Price T. Rowe Price Small Cap Stock | Other securities | — | — | $16.2M | 3.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $15.9M | 3.5% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $13.0M | 2.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $12.9M | 2.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $11.0M | 2.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $8.7M | 1.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $7.5M | 1.7% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $6.4M | 1.4% | |
| Metropolitan West Metropolitan West Total Return Bond | Other securities | — | — | $6.2M | 1.4% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.1% | |
| American EuroPacific Growth | Other securities | — | — | $3.7M | 0.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $3.2M | 0.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $3.0M | 0.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.3M | 0.3% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $104K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARGENT TRUST COMPANY | 62-1437218 | — | CONTRACT ADMINISTRATOR | $235K | — |
| MPI | 21-0646362 | — | CONTRACT ADMINISTRATOR | $41K | — |
