Kelley Robinson signed Casella Waste Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Casella Waste Systems, Inc.'s EIN is 03-0338873.
Download the official 2024 Form 5500 (PDF) for Casella Waste Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Casella Waste Systems, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $307K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America Mutual fund n/a | Mutual Funds | — | — | $18.3M | 11.3% | |
| T Rowe Price Retirement 2030 Mutual fund n/a $ | Mutual Funds | — | — | $15.7M | 9.8% | |
| T Rowe Price Retirement 2035 Mutual fund n/a | Mutual Funds | — | — | $14.6M | 9.0% | |
| Fidelity 500 Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $14.0M | 8.7% | |
| T Rowe Price Retirement 2040 Mutual fund n/a | Mutual Funds | — | — | $11.7M | 7.3% | |
| T Rowe Price Retirement 2025 Mutual fund n/a | Mutual Funds | — | — | $10.4M | 6.4% | |
| T Rowe Price Retirement 2045 Mutual fund n/a | Mutual Funds | — | — | $10.1M | 6.3% | |
| T Rowe Price Retirement 2050 Mutual fund n/a | Mutual Funds | — | — | $9.0M | 5.6% | |
| Income T Rowe Price Retirement 2060 Mutual fund n/a | Mutual Funds | — | — | $6.9M | 4.3% | |
| T Rowe Price Retirement 2055 Mutual fund n/a | Mutual Funds | — | — | $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- | Mutual Funds | — | — | $5.9M | 3.7% | |
| Vanguard Federal Money Market Fund Money market fund n/a | Mutual Funds | — | — | $5.5M | 3.4% | |
| T Rowe Price Retirement 2020 Mutual fund n/a | Mutual Funds | — | — | $5.4M | 3.4% | |
| American Funds Balanced Mutual fund n/a | Mutual Funds | — | — | $4.8M | 3.0% | |
| American Funds Capital World Growth & Mutual fund n/a | Mutual Funds | — | — | $4.5M | 2.8% | |
| Fidelity Mid Cap Index Mutual fund n/a | Mutual Funds | — | — | $2.9M | 1.8% | |
| Pimco Total Return Mutual fund n/a | Mutual Funds | — | — | $2.2M | 1.3% | |
| JP Morgan Equity Income - R6 Mutual fund n/a | Other securities | — | — | $2.0M | 1.2% | |
| Victory Sycamore Small Company Mutual fund n/a | Common Stocks | — | — | $1.9M | 1.2% | |
| American Washington Mutual Investors Mutual fund n/a | Other securities | — | — | $1.8M | 1.1% | |
| R6 American Funds EuroPacific Gr R6 Mutual fund n/a | Mutual Funds | — | — | $1.8M | 1.1% | |
| Fidelity U.S. Bond Index Mutual fund n/a | Mutual Funds | — | — | $1.7M | 1.1% | |
| Opportunity Fund R6 * Fidelity Small Cap Index Mutual fund n/a | Mutual Funds | — | — | $1.4M | 0.9% | |
| Vanguard FTSE Social Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $600K | 0.4% | |
| T Rowe Price Retirement 2005 Mutual fund n/a | Mutual Funds | — | — | $540K | 0.3% | |
| T Rowe Price Retirement 2015 Mutual fund n/a | Mutual Funds | — | — | $449K | 0.3% | |
| T Rowe Price Retirement 2010 Mutual fund n/a | Mutual Funds | — | — | $196K | 0.1% | |
| Fidelity Government Money Market Fund Money market fund n/a | Mutual Funds | — | — | $38K | <0.1% | |
| Admiral ClearBridge Small Cap Growth Mutual fund n/a | Other securities | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
