Original filing (PDF)20250505104010NAL0005765427001

SOUTHERN TREE SERVICES OF BEAUFORT, INC.

Name: SOUTHERN TREE SERVICES OF BEAUFORT, INC. — SOUTHERN TREE SERVICES OF BEAUFORT, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOUTHERN TREE SERVICES OF BEAUFORT, INC.

Form 5500-SF

FILING_RECEIVED

SOUTHERN TREE SERVICES OF BEAUFORT, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN TREE SERVICES OF BEAUFORT, INC..

Plan sponsor

Name

SOUTHERN TREE SERVICES OF BEAUFORT, INC.

EIN

57-1088944

Address

58 SHEPPARD ROAD · BEAUFORT, SC · 29907

Phone

(843) 522-9553

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator