Stanley Tree Service 401(k) match, vesting and fees
What Stanley 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 | Edelman Financial Engines, LLC | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Stanley Tree Service: employer contribution per participant | $2,180 | |
| Peer median | $1,495 |
| Stanley Tree Service: average balance | $43,853 | |
| Peer median | $34,563 |
| Stanley Tree Service: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.51% |
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 $3.9M at the end of plan year 2021 to $7.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 257 | $7.4M | $366K | $2,180 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 240 | $6.1M | $351K | $2,237 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 214 | $4.6M | $294K | $2,030 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 603 | $3.9M | — | — | 0.05% | Not published | Form 5500 ↗ |
Other Stanley Tree Service plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Stanley Tree Service 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 | Cbiz Cpa'S P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Stanley Tree Service match 401(k) contributions?
The match terms for the Stanley Tree Service, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $366K in employer contributions, about $2,180 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stanley Tree Service 401(k) match vested?
The vesting schedule for the Stanley Tree Service, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stanley Tree Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Edelman Financial Engines, LLC. The plan administrator is Stanley Tree Service Inc..
I left Stanley Tree Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stanley Tree Service Inc., (401) 765-4677) or the recordkeeper, Edelman Financial Engines, LLC. The Stanley Tree Service old 401(k) page lists the contacts from every plan filing. Find an old Stanley Tree Service 401(k)
Data from the public Form 5500 annual reports Stanley Tree Service filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Stanley Tree Service. Not financial advice. Report a correction · Methodology