Townsend Tree Service 401(k) match, vesting and fees
What Townsend 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 | First Merchants Trust Company | Schedule C ↗ |
| Independent auditor | Blue & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Townsend Tree Service: employer contribution per participant | $426 | |
| Peer median | $2,411 |
| Townsend Tree Service: average balance | $40,561 | |
| Peer median | $61,921 |
| Townsend Tree Service: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.39% |
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 $6.3M at the end of plan year 2021 to $4.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,914 | $4.8M | $50K | $426 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 1,546 | $5.2M | $53K | $456 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 1,923 | $4.9M | $49K | $363 | 0.42% | Not published | Form 5500 ↗ |
| 2021 | 1,916 | $6.3M | $44K | $339 | 0.36% | Not published | Form 5500 ↗ |
Other Townsend Tree Service plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Townsend Corporation Salaried Employees Retirement Savings 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.
| Recordkeeper | First Merchants Trust Company | Schedule C ↗ |
| Independent auditor | Blue & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Townsend Tree Service match 401(k) contributions?
The match terms for the The Townsend Corporation Hourly Employees Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $50K in employer contributions, about $426 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Townsend Tree Service 401(k) match vested?
The vesting schedule for the The Townsend Corporation Hourly Employees Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Townsend Tree Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is First Merchants Trust Company. The plan administrator is Townsend Tree Service Company, Inc..
I left Townsend Tree Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Townsend Tree Service Company, Inc., (765) 468-3007) or the recordkeeper, First Merchants Trust Company. The Townsend Tree Service old 401(k) page lists the contacts from every plan filing. Find an old Townsend Tree Service 401(k)
Data from the public Form 5500 annual reports Townsend 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 Townsend Tree Service. Not financial advice. Report a correction · Methodology