Asplundh Tree Expert, Llc Profit Sharing Plan
Sponsored by Asplundh Tree Expert, Llc · EIN 231277550 · Plan #001
- Total assets
- $343M
- Net assets
- $343M
- Active participants
- 2,468
- With balances
- 2,612
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $127,346 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $34,865 |
| Kreischer Miller | Accounting, Direct payment from the plan | $17,500 |