Lewis Tree Service, Inc. 401(k) Plan: Login, Facts & Contact Information
Lewis Tree Service, Inc. 401(k) Login
515 former Lewis Tree Service, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Lewis Tree Service, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 30, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $13.9 million went into the plan in contributions, $801,933 of it from the employer (6%).
- $11.8 million was paid out to participants.
- Investment and other income added $7.59 million.
- Administrative expenses were $316,331, about $100 per account.
How the Lewis Tree Service, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 4,746 | $44.5 million | $354,962 | $3.92 million |
| 2020 | 4,505 | $51.9 million | $461,525 | $8.42 million |
| 2021 | 4,235 | $61.1 million | $640,604 | $8.56 million |
| 2022 | 4,169 | $53.4 million | $644,600 | $7.35 million |
| 2023 | 4,021 | $60.6 million | $739,999 | $12.0 million |
| 2024 | 3,855 | $69.9 million | $801,933 | $11.8 million |
Lewis Tree Service, Inc. 401(k) Contact Information
Questions about the Lewis Tree Service, Inc. 401(k)
Does Lewis Tree Service, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $801,933, 6% of all contributions.
Does the Lewis Tree Service, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Lewis Tree Service, Inc 401(k) plan?
3,855 participants at the start of plan year 2024, 3,119 of them active employees, and 515 former employees who still had money in the plan.
What is the average 401(k) balance at Lewis Tree Service, Inc?
About $22,149 per account: $69.9 million in plan assets across 3,155 accounts with a balance at the end of plan year 2024.
Who manages the Lewis Tree Service, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Lewis Tree Service, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.