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NORTHERN TREE HOLDCO, INC. — NORTHERN TREE SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251006092232NAL0008896434001
NORTHERN TREE HOLDCO, INC.
Form 5500
FILING_RECEIVED
NORTHERN TREE SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
90% in single holding
No recordkeeper disclosed
Active participants
163
Accounts w/ balance
174
Plan assets (EOY)
$31.5M
Net assets (EOY)
-$81.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTHERN TREE HOLDCO, INC.
.
Find decision makers
Plan sponsor
Name
NORTHERN TREE HOLDCO, INC.
EIN
85-1665706
Address
1290 PARK STREET · PALMER, MA · 01069
Phone
(413) 283-9283
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $31.5M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Northern Tree Holdco, Inc.
—
—
$107.8M
$28.3M
89.8%
Northern Tree Holdco, Inc.
—
—
$12.2M
$3.2M
10.2%
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Knocking points off
Top holding "Northern Tree Holdco, Inc." is 90% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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