Original filing (PDF)20251002161447NAL0000444051001

GOLLNICK & SONS TREE SERVICE LLC

Name: GOLLNICK & SONS TREE SERVICE LLC — GOLLNICK & SONS TREE SERVICE LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: GOLLNICK & SONS TREE SERVICE LLC

Form 5500-SF

FILING_RECEIVED

GOLLNICK & SONS TREE SERVICE LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 GOLLNICK & SONS TREE SERVICE LLC.

Plan sponsor

Name

GOLLNICK & SONS TREE SERVICE LLC

EIN

74-3103523

Address

PO BOX 466 · CEDARBURG, WI · 53012

Phone

(262) 375-2237

Industry

Other Services (ex. Public Admin)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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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