Back to filter
Original filing (PDF)20251007092921NAL0010934898001
CANUSA HERSHMAN RECYCLING, LLC
Form 5500
FILING_RECEIVED
CANUSA HERSHMAN 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
157
Accounts w/ balance
179
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Inv" is 36% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANUSA HERSHMAN RECYCLING, LLC.
Plan sponsor
Name
CANUSA HERSHMAN RECYCLING, LLC
EIN
04-3651435
Address
45 NORTHEAST INDUSTRIAL ROAD · BRANFORD, CT · 06405
Phone
(203) 215-2867
Industry
Wholesale Tradesee 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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST COMPANY | 04-3532603 | — | PLAN ADMINSTRATOR | $63K | — |
Investments
23 direct securities· $22.8M(100% of reported assets)
Uncategorized
$22.7M
22 holdings
Mutual Funds
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | — | — | $217K | $8.2M | 36.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | $178K | $4.3M | 18.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | $149K | $2.8M | 12.3% | |
| Vanguard Target Retirement 2050 Inv | — | — | $40K | $2.0M | 8.8% | |
| Vanguard Target Retirement 2045 Inv | — | — | $53K | $1.6M | 6.9% | |
| Vanguard Target Retirement 2040 Inv | — | — | $35K | $1.5M | 6.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | $12K | $618K | 2.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | $17K | $453K | 2.0% | |
| Vanguard 500 Index Admiral 550 | — | — | — | $298K | 1.3% | |
| Transamerica Life Ins. Co. Transamerica Stable Val Ascend ion | — | — | — | $190K | 0.8% | |
| Vanguard Target Retirement 2055 Inv | — | — | $3K | $167K | 0.7% | |
| Vanguard Growth Index Adm 716 | — | — | — | $151K | 0.7% | |
| Vanguard Small Cap Index Adm 800 | — | — | — | $92K | 0.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Loans have interest rates ranging from 4.25% to 9.25% with maturities through 2029 | — | — | — | $88K | 0.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $87K | 0.4% | |
| Vanguard Target Retirement 2065 Inv | — | — | $2K | $63K | 0.3% | |
| Vanguard Total Intl Stock Index Admiral | — | — | $2K | $56K | 0.2% | |
| Vanguard Mid Cap Index Adm 165 | — | — | — | $54K | 0.2% | |
| Vanguard Target Retirement Income Inv | — | — | $4K | $46K | 0.2% | |
| Vanguard Total Bond Market Index Adm | — | — | $4K | $41K | 0.2% | |
| Dimensional DFA Glbl Real Estate Sec I | Mutual Funds | — | $2K | $18K | <0.1% | |
| Vanguard Total Intl Bond Idx Admiral 529 | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Inv 140 | — | — | — | $4K | <0.1% |