Original filing (PDF)20250527111009NAL0003938227001

JWD TREES, INC.

Name: JWD TREES, INC. — JWD TREES RETIREMENT PLAN, Form 5500 (2024)
Creator: JWD TREES, INC.

Form 5500-SF

FILING_RECEIVED

JWD TREES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JWD TREES, INC..

Plan sponsor

Name

JWD TREES, INC.

EIN

65-1090217

Address

460 THORPE COURT · MARCO ISLAND, FL · 34145

Phone

(239) 543-4751

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

2025-05-27

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

LEVEL GREEN LANDSCAPE, LLC

LEVEL GREEN LANDSCAPE 401(K) PLAN

$5.1M · 285 participants

RJM DESIGN GROUP, INC.

RJM DESIGN GROUP, INC. 401(K) PROFIT SHARING PLAN

$5.1M · 14 participants

MURIN COMPANY

MURIN COMPANY 401(K) SAVINGS PLAN

$5.0M · 23 participants

HAROLD JONES LANDSCAPE, INC.

HAROLD JONES LANDSCAPE, INC. 401(K) P/S PLAN TRUST

$5.1M · 141 participants

VIZCAINO, L.P.

VIZCAINO, L.P. DEFINED BENEFIT PLAN

$5.2M · 5 participants