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Original filing (PDF)20260216151923NAL0005154113001
INTEGRITY TREE SERVICES
Form 5500
FILING_RECEIVED
INTEGRITY TREE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 4
Late filing · 3.0 mo100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
118
Accounts w/ balance
129
Plan assets (EOY)
$375K
Net assets (EOY)
-$11.9M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
78
/ 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
88
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
- Top holding "Non-Participant Directed * Integrity Tree Holdings, Inc. Common stock, 500,000 shares" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRITY TREE SERVICES.
Plan sponsor
Name
INTEGRITY TREE SERVICES
EIN
38-3411711
Address
2300 SANFORD AVE SW · GRANDVILLE, MI · 494181093
Phone
(616) 301-1300
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-16
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $375K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Non-Participant Directed * Integrity Tree Holdings, Inc. Common stock, 500,000 shares | — | — | $13.4M | $375K | 100.0% |
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