· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MIKE ROMA CERTIFIED TREE SERVI — MIKE ROMA CERTIFIED TREE SERVI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522104200NAL0002576865001
MIKE ROMA CERTIFIED TREE SERVI
Form 5500-SF
FILING_RECEIVED
MIKE ROMA CERTIFIED TREE SERVI 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
6
Plan assets (EOY)
$189K
Net assets (EOY)
$189K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
MIKE ROMA CERTIFIED TREE SERVI
.
Find decision makers
Plan sponsor
Name
MIKE ROMA CERTIFIED TREE SERVI
EIN
47-3308879
Address
1619 ORLEANS RD · HARWICH, MA · 026452147
Phone
(508) 221-2420
Industry
All Other Professional Services
· 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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
HARRISONS EARTHWORKS LLC
HARRISONS EARTHWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST
$189K · 8 participants
JL OIL & GAS ADVISORY
JL OIL & GAS ADVISORY 401(K) PROFIT SHARING PLAN & TRUST
$189K · 3 participants
WSI ENTERPRISES DBA REALTY EXECUTIVES
WSI ENTERPRISES DBA REALTY EXECUTIVES 401K PLAN
$189K · 4 participants
LANCASTER POLE BUILDINGS
LANCASTER POLE BUILDINGS 401(K) PLAN
$189K · 17 participants
PAVING CONSTRUCTION SERVICES I
80
Knocking points off
55% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PAVING CONSTRUCTION SERVICES I 401(K) PROFIT SHARING PLAN & TRUST
$189K · 24 participants
ELITEBCO LLC
ELITEBCO RETIREMENT PLAN
$189K · 13 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
