Vegetation And Utility Services Employees 401(k) Savings Plan
Sponsored by Asplundh Tree Expert, Llc · EIN 231277550 · Plan #003
- Total assets
- $323M
- Net assets
- $323M
- Active participants
- 22,463
- With balances
- 7,337
Plan year beginning 01/01/2024 · 401(k)
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 | $430,752 |
| Kreischer Miller | Accounting, Direct payment from the plan | $18,000 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $14,942 |