Original filing (PDF)20251009145913NAL0011699472001

BUDGET DUMPSTER

Name: BUDGET DUMPSTER — BUDGET DUMPSTER 401(K) PLAN, Form 5500 (2024)
Creator: BUDGET DUMPSTER

Form 5500

FILING_RECEIVED

BUDGET DUMPSTER 401(K) PLAN

401(k) retirement plan

Signals · 1

27% in single holding

Active participants

287

Accounts w/ balance

248

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

How this plan invests

This plan

17 pooled trusts

Schedule D

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: AB MULTI-MANAGER RETIREMENT TRUST 2055 FUND (W SERIES) (extraction pending)]" is 27% of plan.
63 bps in Schedule C fees — 117% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUDGET DUMPSTER.

Plan sponsor

Name

BUDGET DUMPSTER

EIN

27-0471717

Address

830 CANTERBURY RD. · WESTLAKE, OH · 44145

Phone

(866) 284-6164

Industry

Real Estatesee 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

2025-10-09

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)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

BOBER, MARKEY, FEDOROVICH & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO.	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANCEBERNSTEIN LP	—	NASHVILLE, TN	INVESTMENT ADVISOR	$9K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRINITY PENSION CONSULTANTS, INC.	20-4548831	AKRON, OH	TPA	$17K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOBER MARKEY FEDOROVICH & COMPANY	—	AKRON, OH	AUDITOR	$13K	—

Investments

17 pooled funds· $11.4M(92% 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.

Investment	Type	Shares / units	Cost	Current value	% of plan
AB MULTI-MGR RET TRUST 2055 WSERIE GREAT GRAY · EIN 38-4116852 / PN 547	Common Collective Trust	—	—	$3.1M	24.8%
AB MULTI-MGR RET TRUST 2050 WSERIES GREAT GRAY · EIN 38-4116851 / PN 546	Common Collective Trust	—	—	$3.0M	24.1%
AB MULTI-MGR RET TRUST 2060 WSERIES GREAT GRAY · EIN 38-4116853 / PN 548	Common Collective Trust	—	—	$2.0M	15.8%
AB MULTI-MGR RET TRUST 2045 WSERIES GREAT GRAY · EIN 38-4116850 / PN 545	Common Collective Trust	—	—	$1.9M	15.4%
AB MULTI-MGR RET TRUST 2040 WSERIES GREAT GRAY · EIN 38-4116849 / PN 544	Common Collective Trust	—	—	$497K	4.0%
AB MULTI-MGR RET TRUST 2035 WSERIES AST WILMINGTON TRUST · EIN 38-4116848 / PN 543	Common Collective Trust	—	—	$384K	3.1%
AB MULTI-MGR RET TRUST 2030 WSERIES GREAT GRAY · EIN 38-4116847 / PN 542	Common Collective Trust	—	—	$253K	2.0%
AB US LARGE CAP GROWTH CIT WSERIES GREAT GRAY · EIN 38-4116831 / PN 509	Common Collective Trust	—	$109K	$162K	1.3%
AB US SMALL & MID CAP VAL W SERIES GREAT GRAY · EIN 38-4116868 / PN 532	Common Collective Trust	—	—	$86K	0.7%
AB MULTI-MGR RET ALLOC TRUST W-SERI GREAT GRAY · EIN 38-4116842 / PN 000	Common Collective Trust	—	—	$58K	0.5%
PGIM TOTAL RETURN FUND CIT FEE CLAS GREAT GRAY · EIN 38-4097323 / PN 471	Common Collective Trust	—	—	$15K	0.1%
AB US SMALL & MID CAP GR W SERIES GREAT GRAY · EIN 38-4116871 / PN 536	Common Collective Trust	—	—	$10K	<0.1%
AB MULTI-MGR RET TRUST 2015 WSERIE GREAT GRAY · EIN 38-4116844 / PN 539	Common Collective Trust	—	—	$3K	<0.1%
AB US SMALL & MID CAP GR WSERIES GREAT GRAY · EIN 38-4116871 / PN 000	Common Collective Trust	—	—	$0	<0.1%
AB MULTI-MGR RET ALLOC TRUST SERIES GREAT GRAY · EIN 38-4116831 / PN 000	Common Collective Trust	—	—	$0	<0.1%
AB MULTI-MGR RET TRUST 2025 WSERIES GREAT GRAY · EIN 38-4116846 / PN 541	Common Collective Trust	—	—	$0	<0.1%
AB MULTI-MGR RET TRUST 2020 WSERIE GREAT GRAY · EIN 38-4116845 / PN 540	Common Collective Trust	—	—	$0	<0.1%