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Original filing (PDF)20251008121216NAL0009379312001
BELSHIRE ENVIRONMENTAL SERVICES, INC.
Form 5500
FILING_RECEIVED
BELSHIRE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
175
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELSHIRE ENVIRONMENTAL SERVICES, INC..
Plan sponsor
Name
BELSHIRE ENVIRONMENTAL SERVICES, INC.
EIN
33-0466005
Address
25971 TOWNE CENTRE DRIVE · FOOTHILL RANCH, CA · 92610
Phone
(949) 460-5200
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
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $18K | — |
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $14K | — |
Investments
21 direct securities· $18.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed Brokerage Accounts Self-directed Brokerage N/A | — | — | — | $2.9M | 15.6% | |
| JPMorgan SmartRetirement Blend 2055 R6 Mutual Fund N/A | — | — | — | $2.8M | 15.2% | |
| Schwab S&P 500 Index - Select S Mutual Fund N/A | — | — | — | $2.3M | 12.2% | |
| JPMorgan SmartRetirement Blend 2025 R6 Mutual Fund N/A | — | — | — | $2.1M | 11.1% | |
| JPMorgan SmartRetirement Blend 2040 R6 Mutual Fund N/A | — | — | — | $1.8M | 9.8% | |
| JPMorgan SmartRetirement Blend 2030 R6 Mutual Fund N/A | — | — | — | $1.4M | 7.6% | |
| JPMorgan SmartRetirement Blend 2050 R6 Mutual Fund N/A | — | — | — | $949K | 5.1% | |
| JPMorgan SmartRetirement Blend 2045 R6 Mutual Fund N/A | — | — | — | $933K | 5.0% | |
| Harbor Capital Appreciation Fd Rtrmt Mutual Fund N/A | — | — | — | $884K | 4.7% | |
| JPMorgan SmartRetirement Blend 2035 R6 Mutual Fund N/A | — | — | — | $843K | 4.5% | |
| Dodge & Cox Income Fd Mutual Fund N/A | — | — | — | $347K | 1.9% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund N/A | — | — | — | $339K | 1.8% | |
| Schwab Retirement Government Money Market Deposit Account N/A | — | — | — | $270K | 1.4% | |
| American Beacon Large Cap Value R6 Mutual Fund N/A | — | — | — | $188K | 1.0% | |
| Schwab International Index Fund Mutual Fund N/A | — | — | — | $113K | 0.6% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.50% $ - | — | — | — | $98K | 0.5% | |
| DFA US Small Cap Port Instl Mutual Fund N/A | — | — | — | $79K | 0.4% | |
| Vanguard Intl Growth Admiral Class Mutual Fund N/A | — | — | — | $32K | 0.2% | |
| DFA Emerg Mkts Core Eqty Port Instl Mutual Fund N/A | — | — | — | $30K | 0.2% | |
| DFA Intl Small Cap Value Port Instl Mutual Fund N/A | — | — | — | $29K | 0.2% | |
| JPMorgan Smart Retirement Blend Incm Mutual Fund N/A | — | — | — | $5K | <0.1% |
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