Back to filter
Original filing (PDF)20251013203221NAL0000930899001
RYAN LAWN & TREE, INC.
Form 5500
FILING_RECEIVED
RYAN LAWN & TREE, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
501
Accounts w/ balance
607
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 78% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RYAN LAWN & TREE, INC..
Plan sponsor
Name
RYAN LAWN & TREE, INC.
EIN
48-1078206
Address
5425 ANTIOCH DRIVE · MERRIAM, KS · 66202
Phone
(913) 381-1505
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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $65K | — |
| ALERUS FINANCIAL, N.A | 45-6062081 | — | NONE | $49K | — |
| CBIZ FINANCIAL SOLUTIONS INC | — | CINCINNATI, OH | NONE | $23K | — |
| DEMARS PENSION CONSULTING SERVICES | — | OVERLAND PARK, KS | NONE | $5K | — |
Investments
10 direct securities · 2 pooled funds· $27.6M(100% of reported assets)
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.
Uncategorized
$26.3M
10 holdings
Common Collective Trust
$1.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Index Mutual Fund | — | — | — | $6.1M | 22.2% | |
| Eaton Vance Atlanta Capital Focused Growth Mutual Fund | — | — | — | $6.0M | 21.6% | |
| MFS International Diversified Income Mutual Fund | — | — | — | $4.6M | 16.8% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $2.8M | 10.2% | |
| Cohen & Steers Realty Shares Intl Mutual Fund | — | — | — | $1.7M | 6.0% | |
| Vanguard Selected Value Mutual Fund | — | — | — | $1.4M | 5.0% | |
| Janus Henderson Enterprise N Mutual Fund | — | — | — | $1.3M | 4.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 4.4% | |
| Putnam Small Cap Growth Mutual Fund | — | — | — | $1.1M | 4.1% | |
| Dimensional DFA US Targeted Value I Mutual Fund | — | — | — | $1.1M | 4.0% | |
| Alerus Money Market Money Market Fund | — | — | — | $196K | 0.7% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% |