Original filing (PDF)20250524104119NAL0012129922001

ADVANCED TREE CARE AND CONSULTIN

Name: ADVANCED TREE CARE AND CONSULTIN — ADVANCED TREE CARE AND CONSULTING INC 401(K) SAVINGS PL, Form 5500 (2024)
Creator: ADVANCED TREE CARE AND CONSULTIN

Form 5500-SF

FILING_RECEIVED

ADVANCED TREE CARE AND CONSULTING INC 401(K) SAVINGS PL

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED TREE CARE AND CONSULTIN.

Plan sponsor

Name

ADVANCED TREE CARE AND CONSULTIN

EIN

47-2971599

Address

965 EAST SAN CARLOS AVE · SAN CARLOS, CA · 94070

Phone

(650) 839-9539

Industry

Admin Support & Waste Mgmtsee 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

2025-05-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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