· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RANCHO SAN DIEGO TREE SVC — RANCHO SAN DIEGO TREE SERVICE INC 401K PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230722110412NAL0011953378001
RANCHO SAN DIEGO TREE SVC
Form 5500-SF
FILING_RECEIVED
RANCHO SAN DIEGO TREE SERVICE INC 401K PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$9K
Net assets (EOY)
$9K
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
RANCHO SAN DIEGO TREE SVC
.
Find decision makers
Plan sponsor
Name
RANCHO SAN DIEGO TREE SVC
EIN
84-2202715
Address
35520 LOS ALAMOS RD · MURRIETA, CA · 92563
Phone
(760) 644-8244
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-22
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 Admin Support & Waste Mgmt plans
BLUE RIBBON LAWNS INC
BLUE RIBBON LAWNS INC - 401(K)
$9K · 5 participants
PLANTSCAPES INC
PLANTSCAPES INC 401(K) PROFIT SHARING PLAN & TRUST
$9K · 2 participants
GOLD LEAF GROUP INC
GOLD LEAF GROUP 401K
$9K · 225 participants
NOWACKI LAWN AND GARDEN INC
NOWACKI LAWN AND GARDEN INC 401(K) PROFIT SHARING PLAN & TRUST
$9K · 6 participants
FOREVERGREEN LAWN CARE
FOREVERGREEN LAWN CARE SOCA BENEFIT PLAN
$9K · 3 participants
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.
EBENEZER LAWN MAINTENANCE LLC
EBENEZER LAWN MAINTENANCE LLC 401K PLAN
$9K · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
