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Original filing (PDF)20251006143335NAL0009537570001
WALTERS RECYCLING AND REFUSE, INC.
Form 5500
FILING_RECEIVED
WALTERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
154
Accounts w/ balance
189
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALTERS RECYCLING AND REFUSE, INC..
Plan sponsor
Name
WALTERS RECYCLING AND REFUSE, INC.
EIN
41-1605639
Address
2830 - 101ST AVENUE NE · BLAINE, MN · 55449
Phone
(763) 780-8464
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
2025-10-06
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)
Audit & trust (Schedule H)
Auditor
COPELAND BUHL & COMPANY PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | — | $0 | — |
| TAX SHELTERED COMPENSATION | 41-0955056 | MAPLE GROVE, MN | — | $0 | — |
Investments
33 direct securities · 1 pooled fund· $16.4M(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
$8.3M
33 holdings
Pooled Separate Account
$8.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $2.0M | 22.4% | |
| Vanguard LifeStrat Grw Fd Inv | — | — | — | $991K | 11.3% | |
| American Funds Growth Fnd R6 | — | — | — | $631K | 7.2% | |
| BlackRock LifePath Ind 2035 Fd K | — | — | — | $584K | 6.7% | |
| Vanguard Tot Int Stk In F Adm | — | — | — | $365K | 4.2% | |
| BlackRock LifePath Ind 2045 Fd K | — | — | — | $334K | 3.8% | |
| BlackRock LifePath Ind 2055 Fd K | — | — | — | $322K | 3.7% | |
| JPMorgan Equity Income Fund R6 | — | — | — | $297K | 3.4% | |
| Vanguard SmlCp Indx Fd Admiral | — | — | — | $252K | 2.9% | |
| Vanguard LifeStrat Md Grw Fd Inv | — | — | — | $239K | 2.7% | |
| BlackRock LifePath Ind 2040 Fd K | — | — | — | $230K | 2.6% | |
| American Funds Cap Inc Bld R6 | — | — | — | $227K | 2.6% | |
| BlackRock LifePath Ind 2030 Fd K | — | — | — | $210K | 2.4% | |
| Vanguard Mid Cap Index Fund Adm | — | — | — | $198K | 2.3% | |
| Vanguard 500 Index Fund Adm | — | — | — | $178K | 2.0% | |
| MFS Intl Intrinsic Val Fnd R6 | — | — | — | $177K | 2.0% | |
| BlackRock LifePath Ind 2060 Fd K | — | — | — | $167K | 1.9% | |
| BlackRock LifePath Ind 2050 Fd K | — | — | — | $163K | 1.9% | |
| Victory Sycmr Est Vl Fd R6 | — | — | — | $117K | 1.3% | |
| dates through December 2029 | — | — | — | $107K | 1.2% | |
| Vanguard Tot Bd Mkt Ind Fd Adm | — | — | — | $89K | 1.0% | |
| Voya Small Cap Growth Fund R6 | — | — | — | $74K | 0.8% | |
| BlackRock LifePath Ind 2065 Fd K | — | — | — | $69K | 0.8% | |
| PIMCO High Yield Fund Ins | — | — | — | $69K | 0.8% | |
| DFA Emerging Markets Pt Ins | — | — | — | $48K | 0.6% | |
| BlackRock LifePath Ind Ret Fd K | — | — | — | $47K | 0.5% | |
| Voya Mid Cap Opport Port R6 | — | — | — | $40K | 0.5% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $38K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account (4062) | — | — | — | $22K | 0.2% | |
| DFA US Targeted VI Port Ins | — | — | — | $14K | 0.2% | |
| American Funds Cap Wld G&I R6 | — | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $3K | <0.1% | |
| DFA Real Estate Secs Port Ins | — | — | — | $1K | <0.1% |
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