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Original filing (PDF)20251015122157NAL0009191266001
TRADEBE ENVIRONMENTAL SERVICES
Form 5500
FILING_RECEIVED
TRADEBE ENVIRONMENTAL SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
876
Accounts w/ balance
1,050
Plan assets (EOY)
$59.0M
Net assets (EOY)
$59.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRADEBE ENVIRONMENTAL SERVICES.
Plan sponsor
Name
TRADEBE ENVIRONMENTAL SERVICES
EIN
01-0757921
Address
1433 E 8RD AVENUE · SUITE 200 · MERRILLVILLE, IN · 46410
Phone
(219) 397-3951
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP | 47-2046833 | — | ADVISOR | $43K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD PC | 58-1250486 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
27 direct securities · 10 pooled funds· $59.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$42.1M
27 holdings
Common Collective Trust
$16.9M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FREEDOM 2030 K | — | — | — | $4.9M | 8.3% | |
| Fidelity 500 INDEX | — | — | — | $4.9M | 8.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.7M | 8.0% | |
| Fidelity FREEDOM 2040 K | — | — | — | $4.4M | 7.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $4.2M | 7.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.7M | 6.4% | |
| Fidelity FREEDOM 2035 K | — | — | — | $3.1M | 5.3% | |
| Vanguard INFO TEC IDX AD | — | — | — | $3.0M | 5.1% | |
| Fidelity FREEDOM 2025 K | — | — | — | $2.8M | 4.8% | |
| Fidelity FREEDOM 2050 K | — | — | — | $2.7M | 4.6% | |
| Fidelity FREEDOM 2055 K | — | — | — | $2.5M | 4.2% | |
| JP Morgan LG CAP GROWTH R6 | — | — | — | $2.3M | 3.9% | |
| Fidelity FREEDOM 2045 K | — | — | — | $1.7M | 2.9% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| Fidelity BALANCED | — | — | — | $1.5M | 2.6% | |
| Fidelity GLB EX US IDX | — | — | — | $1.4M | 2.3% | |
| Fidelity FREEDOM 2060 K | — | — | — | $1.3M | 2.2% | |
| Participants Loans (interest rates range from | — | — | — | $1.2M | 2.0% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $775K | 1.3% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $764K | 1.3% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $728K | 1.2% | |
| Fidelity BROKERAGELINK | — | — | — | $647K | 1.1% | |
| PIMCO INCOME INST | — | — | — | $620K | 1.1% | |
| Fidelity FREEDOM 2020 K | — | — | — | $587K | 1.0% | |
| Fidelity SM CAP IDX | — | — | — | $522K | 0.9% | |
| Fidelity TOTAL BOND K6 | — | — | — | $521K | 0.9% | |
| Fidelity INVST GR BD | — | — | — | $503K | 0.9% | |
| Fidelity FREEDOM 2065 K | — | — | — | $465K | 0.8% | |
| Fidelity US BOND IDX | — | — | — | $213K | 0.4% | |
| CORE PLUS BOND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $198K | 0.3% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $145K | 0.2% | |
| Fidelity FREEDOM 2015 K | — | — | — | $135K | 0.2% | |
| Fidelity MID CAP IDX | — | — | — | $134K | 0.2% | |
| Fidelity FREEDOM INC K | — | — | — | $74K | 0.1% | |
| Fidelity FREEDOM 2010 K | — | — | — | $24K | <0.1% | |
| Fidelity FREEDOM 2070 K | — | — | — | $3K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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