401k Lookup

Lewis Tree Service 401(k) and retirement plans

Lewis Tree Service, Inc., West Henrietta, NY. EIN 16-1004851. Annual reports 2009–2025. Also filed as Lewis Tree Service.

Lewis Tree Service, Inc. has 2 active retirement plans on file. The largest is the North Coast Holdings Employee Stock Ownership Plan, with 4,975 participants and $329 million in assets in 2025. No traditional pension plan appears in Lewis Tree Service's filings since 2009.

Active plans
2
Participants
8,749
Plan assets
$405 million
401(k) recordkeeper
Principal
Plans on file
2
Industry
Agriculture

All 2 plans

Active plans first

North Coast Holdings Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
004Employer EIN 16-1004851
Participants (2025)
4,975
Net assets (2025)
$329 million
Last listed recordkeeper
Principal2021–2023
Plan administrator
Lewis Tree Service, Inc.
300 Lucius Gordon DR
West Henrietta, NY 14586
(585) 436-3208As filed for 2025
In effect since
November 1, 1998

Earlier plan names: Lewis Tree Service Employee Stock Ownership Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20254,975$329 millionnot listed
20244,826$354 millionnot listed
20235,374$334 millionPrincipal
20225,086$328 millionPrincipal
20214,939$330 millionPrincipal
20204,858$299 millionnot listed
20194,804$284 millionnot listed
20184,289$209 millionnot listed
20174,157$130 millionnot listed
20163,567$101 millionnot listed
20153,445$97.9 millionnot listed
20143,044$105 millionnot listed
20133,134$101 millionnot listed
20123,236$91.6 millionnot listed
20113,277$74.7 millionnot listed
20102,752$62.4 millionnot listed
20092,487$58.4 millionnot listed

North Coast Holdings Save Money and Reduce Taxes (Smart) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 16-1004851
Participants (2025)
3,774
Net assets (2025)
$76.1 million
Recordkeeper
PrincipalEarlier: Fidelity (2009–2017)
Plan administrator
Lewis Tree Service, Inc.
300 Lucius Gordon Drive
West Henrietta, NY 14586
(585) 436-3208As filed for 2025
In effect since
September 1, 1989

Earlier plan names: The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20253,774$76.1 millionPrincipal
20243,640$69.9 millionPrincipal
20233,863$60.6 millionPrincipal
20223,758$53.4 millionPrincipal
20213,987$61.1 millionPrincipal
20204,190$51.9 millionPrincipal
20194,226$44.5 millionPrincipal
20184,037$33.4 millionPrincipal
20174,597$34.2 millionFidelity
20164,924$26.3 millionFidelity
20153,555$22.3 millionFidelity
20143,084$20.9 millionFidelity
20132,974$19.0 millionFidelity
20123,693$15.4 millionFidelity
20113,109$13.8 millionFidelity
20102,827$12.6 millionFidelity
20092,410$9.7 millionFidelity

If you had money in one of these plans

  1. Call Principal (principal.com), which runs the North Coast Holdings Save Money and Reduce Taxes (Smart) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((585) 436-3208). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

Other employers in NY