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Original filing (PDF)20250729092653NAL0001203827001
WHEELABRATOR TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
WIN WASTE INNOVATIONS 401(K) PLAN
401(k) retirement plan
Active participants
2,156
Accounts w/ balance
1,989
Plan assets (EOY)
$189.3M
Net assets (EOY)
$189.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEELABRATOR TECHNOLOGIES INC..
Plan sponsor
Name
WHEELABRATOR TECHNOLOGIES INC.
EIN
22-2678047
Address
90 ARBORETUM DRIVE · SUITE 300 · PORTSMOUTH, NH · 03801
Phone
(603) 929-3269
Industry
Utilitiessee 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
2025-07-29
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $103K | — |
Investments
32 direct securities· $189.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares " | — | — | — | $27.2M | 14.4% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $22.2M | 11.7% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $15.6M | 8.2% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $15.3M | 8.1% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $14.7M | 7.8% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $12.8M | 6.8% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund I Class " | — | — | — | $11.5M | 6.1% | |
| Harbor Capital Appreciation Fund Investor Class " | — | — | — | $10.0M | 5.3% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $7.7M | 4.1% | |
| Schwab Bank Savings Account " | — | — | — | $5.5M | 2.9% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $4.3M | 2.3% | |
| T. Rowe Price Spectrum Moderate Allocation Fund I Class " | — | — | — | $3.8M | 2.0% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $3.6M | 1.9% | |
| Vanguard Total Bond Market Index Fund Admiral Shares " | — | — | — | $3.3M | 1.8% | |
| Participant loans (4.25% - 9.50%) - | — | — | — | $3.3M | 1.7% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $3.2M | 1.7% | |
| Carillon Scout Mid Cap Fund Class I Mutual fund | — | — | — | $2.6M | 1.4% | |
| Vanguard Equity-Income Fund Admiral Shares " | — | — | — | $2.3M | 1.2% | |
| T. Rowe Price Spectrum Conservative Allocation Fund I Class " | — | — | — | $2.3M | 1.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares " | — | — | — | $2.3M | 1.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares " | — | — | — | $2.1M | 1.1% | |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares " | — | — | — | $1.9M | 1.0% | |
| Cohen & Steers Realty Shares Fund Class L " | — | — | — | $1.9M | 1.0% | |
| Dodge & Cox Income Fund Class I " | — | — | — | $1.6M | 0.9% | |
| DFA International Core Equity Portfolio Institutional Class " | — | — | — | $1.6M | 0.8% | |
| T. Rowe Price Retirement Balanced Fund " | — | — | — | $1.3M | 0.7% | |
| Invesco Oppenheimer Gold & Special Minerals Fund Class A " | — | — | — | $1.3M | 0.7% | |
| Vanguard Total International Stock Index Fund Admiral Shares " | — | — | — | $1.3M | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares " | — | — | — | $900K | 0.5% | |
| T. Rowe Price Retirement 2015 Fund " | — | — | — | $547K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund " | — | — | — | $503K | 0.3% | |
| Causeway Emerging Markets Fund Institutional Share Class " | — | — | — | $346K | 0.2% |
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