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Original filing (PDF)20251006140417NAL0003509105001
CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE
Form 5500
FILING_RECEIVED
CONSERVE EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
345
Accounts w/ balance
496
Plan assets (EOY)
$41.7M
Net assets (EOY)
$41.7M
How this plan invests
This plan
29 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)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE.
Plan sponsor
Name
CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE
EIN
16-1265131
Address
P.O. BOX 7 · 200 CROSS KEYS OFFICE PARK · FAIRPORT, NY · 14450
Phone
(585) 421-1000
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE RUTTY & COMPANY | 16-0620690 | ROCHESTER, NY | SERVICE PROVIDER | $0 | — |
| RIMKUS, MARCIANO & ASSOCIATES, INC. | 22-2725182 | ROCHESTER, NY | NONE | $0 | — |
Investments
5 direct securities · 29 pooled funds· $45.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$41.2M
29 holdings
Uncategorized
$4.6M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2045 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.9M | 11.8% | |
| AMERICAN FUNDS 2035 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.1M | 9.8% | |
| AMERICAN FUNDS 2040 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.7M | 8.9% | |
| AMERICAN FUNDS 2050 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.3M | 8.0% | |
| Vanguard Total Stock Market Index Fund Admiral Pooled Separate Account | — | — | — | $3.2M | 7.8% | |
| VANGRD TOT ST MKT INDX FD ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.2M | 7.8% | |
| AMERICAN FUNDS 2060 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.8M | 6.8% | |
| AMERICAN FUNDS NW PRSPCTV R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.7M | 6.6% | |
| AMERICAN FUNDS 2025 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.3M | 5.5% | |
| AMERICAN FUNDS 2030 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.2M | 5.4% | |
| MFS GROWTH FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.1M | 5.1% | |
| AMERICAN FUNDS 2055 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 3.8% | |
| AMCEN SMALL CAP GROWTH FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 2.5% | |
| VOYA INTERMEDIATE BOND FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.0M | 2.4% | |
| VANGRD MID-CAP INDEX FUND ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $901K | 2.2% | |
| AMERICAN FUNDS AM BALANCED R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $889K | 2.1% | |
| COLUMBIA DIVIDEND INCOME FD I3 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $732K | 1.8% | |
| Victory Sycamore Established Value Fund R6 Pooled Separate Account | — | — | — | $695K | 1.7% | |
| VICTORY SYCMR EST VL FD R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $695K | 1.7% | |
| Notes receivable from participants Bearing interest at 4.25% to 9.50% with maturity dates - | — | — | — | $534K | 1.3% | |
| VANGRD SMALL-CAP INDEX FND ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $443K | 1.1% | |
| DFA US TARGETED VL PORT INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $421K | 1.0% | |
| AMERICAN FUNDS 2020 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $398K | 1.0% | |
| VOYA FIXED ACCOUNT 4633 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $396K | 0.9% | |
| JPMORGAN MID CAP GROWTH FD R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $322K | 0.8% | |
| AMERICAN FUNDS 2015 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $241K | 0.6% | |
| ISHARES MSCI EAFE INDEX FND K MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $180K | 0.4% | |
| PGIM HIGH YIELD FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $144K | 0.3% | |
| Voya Government Money Market Fund A Pooled Separate Account | — | — | — | $66K | 0.2% | |
| VOYA GV MNY MKT F A (HLD ACCT) MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $66K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio Institutional Pooled Separate Account | — | — | — | $65K | 0.2% | |
| DFA INFL-PROT SEC PORT INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $65K | 0.2% | |
| AMERICAN FUNDS 2065 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $53K | 0.1% | |
| AMERICAN FUNDS 2010 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $47K | 0.1% |
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