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Original filing (PDF)20251007051517NAL0004359857001
WIND RIVER ENVIRONMENTAL, LLC
Form 5500
FILING_RECEIVED
WIND RIVER ENVIRONMENTAL 401(K) PLAN
401(k) retirement plan
Active participants
1,186
Accounts w/ balance
1,166
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
43 pooled trusts
Schedule D
31 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
- 69 bps in Schedule C fees — 138% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIND RIVER ENVIRONMENTAL, LLC.
Plan sponsor
Name
WIND RIVER ENVIRONMENTAL, LLC
EIN
04-3487677
Address
46 LIZOTTE DRIVE SUITE 1000 · MARLBOROUGH, MA · 01752
Phone
(774) 405-7665
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $121K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
Investments
9 direct securities · 43 pooled funds· $23.9M(96% 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.
Common Collective Trust
$18.8M
43 holdings
Registered Investment Companies
$5.1M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $4.7M | 18.8% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $4.4M | 17.6% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $3.5M | 14.0% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.2M | 12.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.7M | 6.9% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $752K | 3.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $612K | 2.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $577K | 2.3% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $544K | 2.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $504K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $436K | 1.8% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $424K | 1.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $397K | 1.6% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $396K | 1.6% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $286K | 1.2% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $236K | 0.9% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $199K | 0.8% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $184K | 0.7% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $177K | 0.7% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $137K | 0.6% | |
| COLUMBIA STRATEGIC INCOME I3 | Registered Investment Companies | — | — | $118K | 0.5% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $109K | 0.4% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $95K | 0.4% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $69K | 0.3% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $62K | 0.3% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $51K | 0.2% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $48K | 0.2% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $46K | 0.2% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $33K | 0.1% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $7K | <0.1% | |
| FLEXPATH IDX CON 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 761 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX CON 2025 - R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 R1 WILMINGTON TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-2721383 / PN 764 | Common Collective Trust | — | — | $0 | <0.1% |
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