· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAPE & ISLAND TREE SERVICE LLC — CAPE & ISLAND TREE SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602132426NAL0017419024001
CAPE & ISLAND TREE SERVICE LLC
Form 5500-SF
FILING_RECEIVED
CAPE & ISLAND TREE SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAPE & ISLAND TREE SERVICE LLC
.
Find decision makers
Plan sponsor
Name
CAPE & ISLAND TREE SERVICE LLC
EIN
83-1815142
Address
104 LONGVIEW DR · CENTERVILLE, MA · 026321921
Phone
(508) 737-3871
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-03-25
Filed
2025-06-02
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 Wholesale Trade plans
CARL'S BUILDING SUPPLY, INC
CARL'S BUILDING SUPPLY, INC. CASH BALANCE PLAN
$0
WESTERN PACIFIC BUILDING MATERIALS, INC.
WESTERN PACIFIC BUILDING MATERIALS, INC. SALARY SAVINGS PLAN - SEATTLE
$0
M.J. PIROLLI & SONS, INC.
M.J. PIROLLI & SONS, INC. 401(K) PROFIT SHARING PLAN
$0
RYAN SEAMLESS GUTTER SYSTEMS, INC.
RYAN SEAMLESS GUTTER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$0
HENRIETTA BUILDING SUPPLIES, INC.
100
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.
HENRIETTA BUILDING SUPPLIES, INC. PROFIT SHARING PLAN
$0
ALUMINUM PRODUCTS WHOLESALE
ALUMINUM PRODUCTS WHOLESALE 401(K) PROFIT SHARING PLAN TRUST
$0
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