Sandi Baker signed Walters Recycling and Refuse, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walters Recycling and Refuse, Inc.'s EIN is 41-1605639.
Download the official 2024 Form 5500 (PDF) for Walters Recycling and Refuse, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walters Recycling and Refuse, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | — | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION | 41-0955056 | MAPLE GROVE, MN | — | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.1M | 93.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrat Cns Gr Fd Inv | Mutual Funds | — | — | $2.0M | 22.4% | |
| Vanguard LifeStrat Grw Fd Inv | Mutual Funds | — | — | $991K | 11.3% | |
| American Funds Growth Fnd R6 | Mutual Funds | — | — | $631K | 7.2% | |
| BlackRock LifePath Ind 2035 Fd K | Other securities | — | — | $584K | 6.7% | |
| Vanguard Tot Int Stk In F Adm | Mutual Funds | — | — | $365K | 4.2% | |
| BlackRock LifePath Ind 2045 Fd K | Other securities | — | — | $334K | 3.8% | |
| BlackRock LifePath Ind 2055 Fd K | Other securities | — | — | $322K | 3.7% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $297K | 3.4% | |
| Vanguard SmlCp Indx Fd Admiral | Mutual Funds | — | — | $252K | 2.9% | |
| Vanguard LifeStrat Md Grw Fd Inv | Mutual Funds | — | — | $239K | 2.7% | |
| BlackRock LifePath Ind 2040 Fd K | Other securities | — | — | $230K | 2.6% | |
| American Funds Cap Inc Bld R6 | Mutual Funds | — | — | $227K | 2.6% | |
| BlackRock LifePath Ind 2030 Fd K | Other securities | — | — | $210K | 2.4% | |
| Vanguard Mid Cap Index Fund Adm | Common Collective Trusts | — | — | $198K | 2.3% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $178K | 2.0% | |
| MFS Intl Intrinsic Val Fnd R6 | Mutual Funds | — | — | $177K | 2.0% | |
| BlackRock LifePath Ind 2060 Fd K | Other securities | — | — | $167K | 1.9% | |
| BlackRock LifePath Ind 2050 Fd K | Other securities | — | — | $163K | 1.9% | |
| Victory Sycmr Est Vl Fd R6 | Other securities | — | — | $117K | 1.3% | |
| dates through December 2029 | Other securities | — | — | $107K | 1.2% | |
| Vanguard Tot Bd Mkt Ind Fd Adm | Mutual Funds | — | — | $89K | 1.0% | |
| Voya Small Cap Growth Fund R6 | Other securities | — | — | $74K | 0.8% | |
| BlackRock LifePath Ind 2065 Fd K | Other securities | — | — | $69K | 0.8% | |
| PIMCO High Yield Fund Ins | Mutual Funds | — | — | $69K | 0.8% | |
| DFA Emerging Markets Pt Ins | Mutual Funds | — | — | $48K | 0.6% | |
| BlackRock LifePath Ind Ret Fd K | Other securities | — | — | $47K | 0.5% | |
| Voya Mid Cap Opport Port R6 | Other securities | — | — | $40K | 0.5% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $38K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account (4062) | Common Stocks | — | — | $22K | 0.2% | |
| DFA US Targeted VI Port Ins | Mutual Funds | — | — | $14K | 0.2% | |
| American Funds Cap Wld G&I R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $3K | <0.1% | |
| DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
