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Company:
Lewis Tree Service, Inc.
Plan:
Lewis Tree Service Employee Stock Ownership Plan
 

Lewis Tree Service, Inc.

63 Plan:

 
 
63
41
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (63) and the top rated plan (91) could equate to:
[How is this calculated?]
16 additional years of work
Up to $158,200 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Lewis Tree Service Employee Stock Ownership Plan is a defined contribution plan with a leveraged ESOP component. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. Lewis Tree Service Employee Stock Ownership Plan currently has over 2,700 active participants and over $74.1M in plan assets.

 

 Retirement Plan Details

Address 300 Lucius Gordon Drive
West Henrietta, NY 14586 
Industry Support Activities for Forestry
Administrator Bernard J. Kelly
Net Plan Assets $74,100,000
Total Participants 2,800
Avg Account Balance $23,000

 Top 2 Funds in this 401k

1. Lewis Tree Service, Inc. Common Stock 92%
2. Oakmark Equity & Income 7%

  Plan Service Provider

Auditor Insero & Company CPA's, Pc

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