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Original filing (PDF)20251008152930NAL0013747426001
KIMBLE RECYCLING & DISPOSAL, INC.
Form 5500
FILING_RECEIVED
KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
583
Accounts w/ balance
454
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBLE RECYCLING & DISPOSAL, INC..
Plan sponsor
Name
KIMBLE RECYCLING & DISPOSAL, INC.
EIN
34-1554938
Address
3596 STATE ROUTE 39 NW · DOVER, OH · 44622
Phone
(330) 343-1226
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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
415 GROUP, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS AND INSURANCE SERV | 31-1582098 | — | SERVICE PROVIDER | $6K | — |
| LPL FINANCIAL | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities · 1 pooled fund· $24.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.7M
35 holdings
Pooled Separate Account
$12.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.1M | 94.8% | |
| Vanguard Target Retirement 2035 Fund Pooled separate account | — | — | — | $1.9M | 15.2% | |
| Vanguard Target Retirement 2030 Fund Pooled separate account | — | — | — | $1.4M | 11.3% | |
| Vanguard Target Retirement 2045 Fund Pooled separate account | — | — | — | $1.4M | 11.1% | |
| Vanguard Target Retirement 2040 Fund Pooled separate account | — | — | — | $1.4M | 10.7% | |
| Vanguard Target Retirement 2050 Fund Pooled separate account | — | — | — | $1.3M | 10.6% | |
| Vanguard Target Retirement 2055 Fund Pooled separate account | — | — | — | $1.0M | 7.9% | |
| Voya Fixed Account Group annuity contract | — | — | — | $659K | 5.2% | |
| Vanguard Target Retirement 2060 Fund Pooled separate account | — | — | — | $601K | 4.7% | |
| American Century Investments Ultra Fund R6 Pooled separate account | — | — | — | $509K | 4.0% | |
| Vanguard 500 Index Fund Admiral Pooled separate account | — | — | — | $504K | 4.0% | |
| Vanguard Small Cap Index Fund Admiral Pooled separate account | — | — | — | $390K | 3.1% | |
| Vanguard Target Retirement 2025 Fund Pooled separate account | — | — | — | $302K | 2.4% | |
| Vanguard Target Retirement 2020 Fund Pooled separate account | — | — | — | $203K | 1.6% | |
| Vanguard Target Retirement 2065 Fund Pooled separate account | — | — | — | $152K | 1.2% | |
| JPMorgan Equity Income Fund R6 Pooled separate account | — | — | — | $133K | 1.0% | |
| Voya Intermediate Bond Fund R6 Pooled separate account | — | — | — | $119K | 0.9% | |
| Neuberger Berman Mid Cap Growth Fund R6 Pooled separate account | — | — | — | $90K | 0.7% | |
| American Century Investments Mid Cap Value Fund R6 Pooled separate account | — | — | — | $75K | 0.6% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor Pooled separate account | — | — | — | $74K | 0.6% | |
| Vanguard LifeStrategy Growth Fund Investor Pooled separate account | — | — | — | $64K | 0.5% | |
| American Funds EuroPacific Growth Fund R6 Pooled separate account | — | — | — | $61K | 0.5% | |
| Vanguard LifeStrategy Moderate Growth Investor Pooled separate account | — | — | — | $53K | 0.4% | |
| DFA Real Estate Securities Portfolio Institutional Pooled separate account | — | — | — | $47K | 0.4% | |
| PGIM High Yield Fund R6 Pooled separate account | — | — | — | $39K | 0.3% | |
| Vanguard Target Retirement Income Fund Pooled separate account | — | — | — | $35K | 0.3% | |
| Voya Government Money Market Fund A Pooled separate account | — | — | — | $27K | 0.2% | |
| American Funds New Perspective Fund R6 Pooled separate account | — | — | — | $25K | 0.2% | |
| DFA Emerging Markets Portfolio Institutional Pooled separate account | — | — | — | $17K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral Pooled separate account | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Pooled separate account | — | — | — | $12K | <0.1% | |
| FullerThaler Behavioral Small-Cap Growth Fund R6 Pooled separate account | — | — | — | $10K | <0.1% | |
| DFA U.S. Targeted Value Portfolio Institutional Pooled separate account | — | — | — | $3K | <0.1% | |
| Fidelity Advisor Balanced Fund Class Z Pooled separate account | — | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Income Fund Investor Pooled separate account | — | — | — | $1K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Institutional Pooled separate account | — | — | — | $1K | <0.1% |