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Original filing (PDF)20251015102129NAL0002234531001
MODERN DISPOSAL SERVICES, INC.
Form 5500
FILING_RECEIVED
MODERN DISPOSAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
503
Accounts w/ balance
610
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERN DISPOSAL SERVICES, INC..
Plan sponsor
Name
MODERN DISPOSAL SERVICES, INC.
EIN
16-0875858
Address
4746 MODEL CITY ROAD · MODEL CITY, NY · 14107
Phone
(716) 754-8226
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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROCK, SCHECHTER & POLAKOFF, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COURIER CAPITAL INC | 81-0710574 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL CONSULTING SERVICES | 16-1186135 | AMHERST, NY | THIRD PARTY ADMINISTRATO | $570 | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | — | — |
Investments
13 direct securities · 17 pooled funds· $28.2M(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.
Common Collective Trust
$24.4M
14 holdings
Uncategorized
$2.4M
12 holdings
Pooled Separate Account
$1.3M
3 holdings
Mutual Funds
$71K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6.6M | 23.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.9M | 13.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.5M | 12.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.1M | 7.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 6.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 6.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.0M | 3.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $823K | 2.9% | |
| Participant loans Notes receivable from participants with inte rest rates ranging from 4.25% to 10.50% $ - | — | — | — | $670K | 2.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $668K | 2.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $602K | 2.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $590K | 2.1% | |
| T. Rowe Price Funds T. Rowe Price Blue Chip Growth I Fund | — | — | — | $518K | 1.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $390K | 1.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $390K | 1.4% | |
| JP Morgan Funds JP Morgan Small Cap Growth R6 Fund | — | — | — | $194K | 0.7% | |
| PIMCO Funds PIMCO Income Institutional Fund | — | — | — | $174K | 0.6% | |
| Vanguard International Growth Admiral Fund | — | — | — | $173K | 0.6% | |
| Hartford Mutual Funds Hartford MidCap R6 Fund | — | — | — | $150K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $131K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCY COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $127K | 0.5% | |
| Franklin Templeton Investments Franklin Templeton Global Bond R6 Fund | — | — | — | $126K | 0.4% | |
| Franklin Templeton Investments Franklin Templeton Foreign R6 Fund | — | — | — | $103K | 0.4% | |
| Ridge Worth Funds Virtus Cer MidCap Value Equity R6 Fund | — | — | — | $91K | 0.3% | |
| Invesco Funds Invesco Growth and Income R6 Fund | — | — | — | $81K | 0.3% | |
| Janus Henderson Janus Henderson Small Cap Value N | — | — | — | $72K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z Fund | Mutual Funds | — | — | $71K | 0.3% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $23K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | <0.1% |
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