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Original filing (PDF)20251015055405NAL0004175105001
SOLID WASTE SERVICES, INC.
Form 5500
FILING_RECEIVED
SOLID WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
441
Accounts w/ balance
554
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLID WASTE SERVICES, INC..
Plan sponsor
Name
SOLID WASTE SERVICES, INC.
EIN
23-1721961
Address
2650 AUDUBON RD · AUDUBON, PA · 19403
Phone
(267) 933-6042
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
STEPHANO SLACK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THRIVE WEALTH MANAGEMENT | 46-3304246 | — | INVESTMENT/FINANCIAL ADVI | $63K | — |
Investments
29 direct securities · 1 pooled fund· $27.1M(98% 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.
Registered Investment Companies
$26.1M
29 holdings
Common Collective Trust
$999K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2.7M | 9.8% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $2.5M | 8.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.3M | 8.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.8M | 6.6% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $1.7M | 6.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.5M | 5.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 4.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.2M | 4.4% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $1.2M | 4.2% | |
| GUGGENHEIM TOTAL RETURN BD INS | Registered Investment Companies | — | — | $1.1M | 3.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $999K | 3.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $985K | 3.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $936K | 3.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $927K | 3.4% | |
| PGIM HIGH YIELD FUND - R4 | Registered Investment Companies | — | — | $882K | 3.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $815K | 3.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $687K | 2.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $659K | 2.4% | |
| DWS SMALL CAP CORE FUND-S 615 REGISTERED INVESTMENT COMPANY VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $620K | 2.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $465K | 1.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $412K | 1.5% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $373K | 1.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $358K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $304K | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $241K | 0.9% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $106K | 0.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $105K | 0.4% | |
| MFS EMERGING MARKETS DEBT R6 | Registered Investment Companies | — | — | $48K | 0.2% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $35K | 0.1% | |
| PIM RAE EMG MKT INST | Registered Investment Companies | — | — | $3K | <0.1% |