Back to filter
Original filing (PDF)20251009162819NAL0016639842001
STERICYCLE, INC.
Form 5500
FILING_RECEIVED
STERICYCLE, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
8,738
Accounts w/ balance
9,824
Plan assets (EOY)
$417.5M
Net assets (EOY)
$417.5M
How this plan invests
This plan
22 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 20 bps in Schedule C fees — 95% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERICYCLE, INC..
Plan sponsor
Name
STERICYCLE, INC.
EIN
36-3640402
Address
2355 WAUKEGAN ROAD · BANNOCKBURN, IL · 60015
Phone
(847) 367-5910
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $566K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | INVESTMENT ADVISOR | $168K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $67K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $14K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
20 direct securities · 22 pooled funds· $758.3M(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
$394.2M
22 holdings
Uncategorized
$364.1M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $66.7M | 16.0% | |
| SS TRGT RET 2030 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $66.7M | 16.0% | |
| State Street Target Retirement 2035 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $59.9M | 14.3% | |
| SS TRGT RET 2035 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $59.9M | 14.3% | |
| State Street Target Retirement 2045 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $49.6M | 11.9% | |
| SS TRGT RET 2045 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $49.6M | 11.9% | |
| State Street Target Retirement 2040 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $48.0M | 11.5% | |
| SS TRGT RET 2040 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $48.0M | 11.5% | |
| State Street Target Retirement 2025 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $42.1M | 10.1% | |
| SS TRGT RET 2025 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $42.1M | 10.1% | |
| State Street Target Retirement 2050 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $31.9M | 7.6% | |
| SS TRGT RET 2050 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $31.9M | 7.6% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $21.2M | 5.1% | |
| State Street Target Retirement 2055 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $21.0M | 5.0% | |
| SS TRGT RET 2055 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $21.0M | 5.0% | |
| Goldman Sachs Stable Value Collective Trust Institutional Series Class 1 Collective Trust Fund - | — | — | — | $10.0M | 2.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $10.0M | 2.4% | |
| State Street Target Retirement 2020 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $9.8M | 2.3% | |
| SS TRGT RET 2020 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $9.8M | 2.3% | |
| State Street Target Retirement 2060 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $9.2M | 2.2% | |
| SS TRGT RET 2060 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $9.2M | 2.2% | |
| State Street Global All Cap Equity ex-U.S. Index Non-Lending Series Fund Class K Collective Trust Fund - | — | — | — | $4.6M | 1.1% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $4.6M | 1.1% | |
| PRU CORE PL BD CL 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 126 | Common Collective Trust | — | — | $3.4M | 0.8% | |
| State Street Russell Small/Mid Cap Index Non-Lending Series Fund Class K Collective Trust Fund - | — | — | — | $3.0M | 0.7% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $3.0M | 0.7% | |
| State Street Target Retirement Income Non-Lending Fund Class P Collective Trust Fund - | — | — | — | $2.4M | 0.6% | |
| SS TRGT RET INCOME P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| Boston Partners Large Cap Value Equity Fund Class D Collective Trust Fund - | — | — | — | $2.3M | 0.6% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| RT GQG US EQUITY C RELIANCE TRUST COMPANY · EIN 82-6781933 / PN 026 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| State Street Target Retirement 2065 Non-Lending Series Fund Class P Collective Trust Fund - | — | — | — | $2.0M | 0.5% | |
| SS TRGT RET 2065 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| RT GQG INTL EQ CIT C RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| VICT SM MID CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $931K | 0.2% | |
| Fidelity BrokerageLink Unit Participation-Directed Brokerage Accounts - | — | — | — | $817K | 0.2% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $692K | 0.2% | |
| Fidelity Government Money Market Fund K6 Money Market Fund - | — | — | — | $273K | <0.1% | |
| Fidelity BrokerageLink External Fund Participation-Directed Brokerage Accounts - | — | — | — | $243K | <0.1% | |
| Fidelity BrokerageLink Fidelity Fund Participation-Directed Brokerage Accounts - | — | — | — | $190K | <0.1% | |
| Fidelity BrokerageLink Cash Participation-Directed Brokerage Accounts - | — | — | — | $44K | <0.1% |