Lewis Tree Service 401(k) match, vesting and fees
What Lewis Tree Service's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 15 defined-contribution plans in agriculture, forestry, fishing and hunting with 1,000 to 4,999 participants.
| Lewis Tree Service: employer contribution per participant | $320 | |
| Peer median | $1,574 |
| Lewis Tree Service: average balance | $23,738 | |
| Peer median | $66,328 |
| Lewis Tree Service: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $61.1M at the end of plan year 2021 to $76.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,774 | $76.1M | $1M | $320 | 0.46% | Not published | Form 5500 ↗ |
| 2024 | 3,640 | $69.9M | $802K | $254 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 3,863 | $60.6M | $740K | $219 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 3,758 | $53.4M | $645K | $201 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 3,987 | $61.1M | $641K | $185 | 0.70% | Not published | Form 5500 ↗ |
Other Lewis Tree Service plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
North Coast Holdings Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Bonadio & Co., LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Lewis Tree Service match 401(k) contributions?
The match terms for the North Coast Holdings Save Money and Reduce Taxes (Smart) Plan have not been published from its filing yet. The plan year 2025 filing reports $1M in employer contributions, about $320 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lewis Tree Service 401(k) match vested?
The vesting schedule for the North Coast Holdings Save Money and Reduce Taxes (Smart) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lewis Tree Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Lewis Tree Service, Inc..
I left Lewis Tree Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lewis Tree Service, Inc., (585) 436-3208) or the recordkeeper, Principal Life Insurance Company. The Lewis Tree Service old 401(k) page lists the contacts from every plan filing. Find an old Lewis Tree Service 401(k)
Data from the public Form 5500 annual reports Lewis Tree Service filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lewis Tree Service. Not financial advice. Report a correction · Methodology