· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COMMUNITY TREE SERVICE, LLC — COMMUNITY TREE SERVICES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723112842NAL0001840131001
COMMUNITY TREE SERVICE, LLC
Form 5500-SF
FILING_RECEIVED
COMMUNITY TREE SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
40
Plan assets (EOY)
$320K
Net assets (EOY)
$320K
Plan health score (directional)
84
/ 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
100
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
COMMUNITY TREE SERVICE, LLC
.
Find decision makers
Plan sponsor
Name
COMMUNITY TREE SERVICE, LLC
EIN
46-0640912
Address
416 SALINAS ROAD · ROYAL OAKS, CA · 95076
Phone
(831) 763-2391
Industry
Agriculture, Forestry, Fishing, Hunting
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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
AVERRE LAND & IMPROVEMENT CO INC.
AVERRE LAND & IMPROVEMENT CO., INC. PROFIT SHARING & 401K PLAN
$398K · 2 participants
HOLLINS ORGANIC PRODUCTS, INC.
HOLLINS ORGANIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$415K · 19 participants
PRECISION LANDSCAPE & TREE, INC.
PRECISION LANDSCAPE & TREE, INC 401K PS PLAN
$415K · 28 participants
THE TREE CONNECTION, INC.
THE TREE CONNECTION, INC. CASH BALANCE PLAN
$424K · 3 participants
PACIFIC INVESTMENTS, INC.
65
Knocking points off
Only 42% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JTS ANIMAL BEDDING 401K PLAN
$202K · 10 participants
NORTH DAKOTA ASSOCIATION OF SOIL CONSERVATION DISTRICTS
NORTH DAKOTA ASSOCIATION OF SOIL CONSERVATION DISTRICTS 401(K) PLAN
$175K · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
