How big is Wastequip, LLC.'s plan?

Wastequip, LLC.'s plan reported $72.9M in assets and 1,904 participants for 2024.

Original filing (PDF)20251003125047NAL0000861283001

Wastequip, LLC.

Name: Wastequip, LLC. — Wastequip LLC 401(k) Retirement, Form 5500 (2024)
Creator: Wastequip, LLC.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wastequip LLC 401(k) Retirement Plan

401(k) retirement plan · Wastequip, LLC.'s Wastequip LLC 401(k) Retirement Plan held $72.9M in plan assets for 1,904 participants in 2024, with Principal as recordkeeper.

Signals · 3

Late participant contributions62% employer stockCorrective distributions issued

Active participants

1,904

Accounts w/ balance

2,174

Plan assets (EOY)

$72.9M

Net assets (EOY)

$72.9M

People on this filing

Kenneth Wiseman signed Wastequip, LLC.'s 2024 Form 5500 as plan administrator.

Kenneth Wiseman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wastequip, LLC.'s EIN is 34-1598206.

EIN 34-1598206

Plan number 002

Plan year 2024

ACK ID 20251003125047NAL0000861283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wastequip, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wastequip, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WASTEQUIP, LLC..

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How this plan invests

This plan

6 pooled trusts

Schedule D

24 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

WASTEQUIP, LLC.

EIN

all filings

Address

6525 CARNEGIE BLVD STE 300 · CHARLOTTE, NC · 282110500

Phone

(704) 366-7140

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$246K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BERNARD ROBINSON & COMPANY, L.L.P.	56-0571159	—	ACCOUNTANT	$0	—

Investments

24 direct securities · 6 pooled funds· $114.1M(100% 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.

Common Collective Trust

$45.3M

2 holdings

Common Stocks

$40.0M

10 holdings

Other securities

$19.3M

11 holdings

Pooled Separate Account

$6.2M

4 holdings

Bonds / Notes

$2.1M

1 holding

Pooled Separate Accounts

$1.2M

1 holding

Mutual Funds

$35K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Century$40.0M Galliard$5.3M John Hancock$3.8M JPMorgan$2.9M Prudential / PGIM$2.7M T. Rowe Price$2.1M MassMutual / MML$1.4M PIMCO$35K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING - LOCKTON RETIREM	43-1270780	—	OTHER SERVICES	$0	—

					% of plan
AMER CENT IN RETIRE TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$40.0M	54.8%
Global Trust Company American Century Retire Dt 2035 Trust L	Common Stocks	—	—	$6.1M	8.4%
Global Trust Company American Century Retire Dt 2030 Trust L	Common Stocks	—	—	$5.4M	7.5%
GALLIARD STABLE RETURN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$5.3M	7.3%
New York Life Investment Management LLC NYLI Winslow Large Cap Growth R2 Fund	Other securities	—	—	$5.3M	7.3%
Global Trust Company American Century Retire Dt 2040 Trust L	Common Stocks	—	—	$5.2M	7.2%
Global Trust Company American Century Retire Dt 2025 Trust L	Common Stocks	—	—	$4.4M	6.1%
Global Trust Company American Century Retire Dt 2045 Trust L	Common Stocks	—	—	$4.2M	5.7%
Global Trust Company American Century Retire Dt 2050 Trust L	Common Stocks	—	—	$4.0M	5.6%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$3.5M	4.8%
Global Trust Company American Century Retire Dt 2055 Trust L	Common Stocks	—	—	$3.2M	4.3%
JP Morgan JP Morgan Equity Income R6 Fund	Other securities	—	—	$2.9M	4.0%
Global Trust Company American Century Retire Dt 2060 Trust L	Common Stocks	—	—	$2.8M	3.8%
Global Trust Company American Century In Retire Trust L	Common Stocks	—	—	$2.8M	3.8%
John Hancock John Hancock Intl Growth R4	Other securities	—	—	$2.8M	3.8%
PGIM Investments PGIM Total Return Bond Fund	Other securities	—	—	$2.7M	3.8%
Participant loans 4.25% - 9.50%, maturing through 2030	Bonds / Notes	—	—	$2.1M	2.9%
Global Trust Company American Century Retire Dt 2065 Trust L	Common Stocks	—	—	$1.8M	2.5%
T. Rowe Price T. Rowe Price New Horizon Fund	Other securities	—	—	$1.6M	2.3%
MassMutual Mid Cap Growth R4 Fund	Other securities	—	—	$1.4M	1.9%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$1.3M	1.8%
Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account	Pooled Separate Accounts	—	—	$1.2M	1.7%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$1.2M	1.7%
John Hancock John Hancock Disciplined Value Mid Cap R6 Fund	Other securities	—	—	$1.1M	1.5%
Delaware Funds Delaware Small Cap Value A Fund	Other securities	—	—	$725K	1.0%
T. Rowe Price T. Rowe Price High Yield I Fund	Other securities	—	—	$411K	0.6%
Principal Funds Principal Bond Market Index Inst Fund	Other securities	—	—	$300K	0.4%
PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	—	—	$202K	0.3%
PIMCO All Asset Institutional Fund	Mutual Funds	—	—	$35K	<0.1%
(E)	Other securities	—	—	$35K	<0.1%

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