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Original filing (PDF)20251015090049NAL0008438722001
CASELLA WASTE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
CASELLA WASTE SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
3,616
Accounts w/ balance
4,016
Plan assets (EOY)
$160.9M
Net assets (EOY)
$160.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 91% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASELLA WASTE SYSTEMS, INC..
Plan sponsor
Name
CASELLA WASTE SYSTEMS, INC.
EIN
03-0338873
Address
25 GREENS HILL LANE · RUTLAND, VT · 05701
Phone
(800) 227-3552
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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $307K | — |
Investments
29 direct securities· $160.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America Mutual fund n/a | — | — | — | $18.3M | 11.3% | |
| T Rowe Price Retirement 2030 Mutual fund n/a $ | — | — | — | $15.7M | 9.8% | |
| T Rowe Price Retirement 2035 Mutual fund n/a | — | — | — | $14.6M | 9.0% | |
| Fidelity 500 Index Fund Mutual fund n/a | — | — | — | $14.0M | 8.7% | |
| T Rowe Price Retirement 2040 Mutual fund n/a | — | — | — | $11.7M | 7.3% | |
| T Rowe Price Retirement 2025 Mutual fund n/a | — | — | — | $10.4M | 6.4% | |
| T Rowe Price Retirement 2045 Mutual fund n/a | — | — | — | $10.1M | 6.3% | |
| T Rowe Price Retirement 2050 Mutual fund n/a | — | — | — | $9.0M | 5.6% | |
| Income T Rowe Price Retirement 2060 Mutual fund n/a | — | — | — | $6.9M | 4.3% | |
| T Rowe Price Retirement 2055 Mutual fund n/a | — | — | — | $6.7M | 4.1% | |
| T Rowe Price Retirement 2065 Money market fund n/a 584 * Notes receivable from participants Loans to participants varies 4.25% - 9.50% n/a varies -0- | — | — | — | $5.9M | 3.7% | |
| Vanguard Federal Money Market Fund Money market fund n/a | — | — | — | $5.5M | 3.4% | |
| T Rowe Price Retirement 2020 Mutual fund n/a | — | — | — | $5.4M | 3.4% | |
| American Funds Balanced Mutual fund n/a | — | — | — | $4.8M | 3.0% | |
| American Funds Capital World Growth & Mutual fund n/a | — | — | — | $4.5M | 2.8% | |
| Fidelity Mid Cap Index Mutual fund n/a | — | — | — | $2.9M | 1.8% | |
| Pimco Total Return Mutual fund n/a | — | — | — | $2.2M | 1.3% | |
| JP Morgan Equity Income - R6 Mutual fund n/a | — | — | — | $2.0M | 1.2% | |
| Victory Sycamore Small Company Mutual fund n/a | — | — | — | $1.9M | 1.2% | |
| American Washington Mutual Investors Mutual fund n/a | — | — | — | $1.8M | 1.1% | |
| R6 American Funds EuroPacific Gr R6 Mutual fund n/a | — | — | — | $1.8M | 1.1% | |
| Fidelity U.S. Bond Index Mutual fund n/a | — | — | — | $1.7M | 1.1% | |
| Opportunity Fund R6 * Fidelity Small Cap Index Mutual fund n/a | — | — | — | $1.4M | 0.9% | |
| Vanguard FTSE Social Index Fund Mutual fund n/a | — | — | — | $600K | 0.4% | |
| T Rowe Price Retirement 2005 Mutual fund n/a | — | — | — | $540K | 0.3% | |
| T Rowe Price Retirement 2015 Mutual fund n/a | — | — | — | $449K | 0.3% | |
| T Rowe Price Retirement 2010 Mutual fund n/a | — | — | — | $196K | 0.1% | |
| Fidelity Government Money Market Fund Money market fund n/a | — | — | — | $38K | <0.1% | |
| Admiral ClearBridge Small Cap Growth Mutual fund n/a | — | — | — | $33K | <0.1% |
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