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Original filing (PDF)20251008134045NAL0003323891001
TAS ENVIRONMENTAL SERVICES, LP
Form 5500
FILING_RECEIVED
TAS ENVIRONMENTAL SERVICES LP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~81 bps in Sched C feesNo recordkeeper disclosed
Active participants
364
Accounts w/ balance
426
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 56% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAS ENVIRONMENTAL SERVICES, LP.
Plan sponsor
Name
TAS ENVIRONMENTAL SERVICES, LP
EIN
20-1454928
Address
7301 STATE HWY 161 · SUITE 450 · IRVING, TX · 75039
Phone
(817) 535-7222
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
2025-10-08
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
2S · Automatic enrollment
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $38K | — |
Investments
28 direct securities · 7 pooled funds· $6.7M(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.
Uncategorized
$6.3M
28 holdings
Common Collective Trust
$342K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 IPR | — | — | — | $1.1M | 16.5% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $1.1M | 16.4% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $813K | 12.2% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $724K | 10.9% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $635K | 9.5% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $517K | 7.8% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $455K | 6.8% | |
| Fidelity 500 Index | — | — | — | $300K | 4.5% | |
| Participant loans | — | — | — | $206K | 3.1% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $186K | 2.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $108K | 1.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $102K | 1.5% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $80K | 1.2% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $78K | 1.2% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $46K | 0.7% | |
| AB DISC GRTH Z | — | — | — | $34K | 0.5% | |
| Fidelity Small Cap Index | — | — | — | $32K | 0.5% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $25K | 0.4% | |
| FRANKLIN INTL GR R GREAT GRAY TRUST COMPANY · EIN 26-3783561 / PN 911 | Common Collective Trust | — | — | $22K | 0.3% | |
| Fidelity Intl Index | — | — | — | $21K | 0.3% | |
| Fidelity US Bond Index | — | — | — | $20K | 0.3% | |
| Fidelity Mid Cap Index | — | — | — | $13K | 0.2% | |
| Fidelity Feedom Index 2015 IPR | — | — | — | $9K | 0.1% | |
| COL EMRG MKT I3 | — | — | — | $7K | 0.1% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $6K | <0.1% | |
| Fidelity Small Cap GR K6 | — | — | — | $5K | <0.1% | |
| PUTN DYN AA GRTH R6 | — | — | — | $4K | <0.1% | |
| PGIM HIGH YIELD R6 | — | — | — | $4K | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity GOVT MMKT K6 | — | — | — | $3K | <0.1% | |
| INVS GLB REAL EST R6 | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2070 IPR | — | — | — | $1K | <0.1% | |
| AF INFL LINKED BD RG | — | — | — | $1K | <0.1% | |
| WA CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $874 | <0.1% | |
| Fidelity Freedom Index IPR | — | — | — | $490 | <0.1% |
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