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Original filing (PDF)20251015124009NAL0002422147001
PINE ENVIRONMENTAL SERVICES, LLC
Form 5500
FILING_RECEIVED
PINE ENVIRONMENTAL SERVICES, LLC SAVINGS PLAN
401(k) retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
320
Accounts w/ balance
255
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
81
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab Total Stock Market Index Fund 41,194 shares" is 37% of plan.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINE ENVIRONMENTAL SERVICES, LLC.
Plan sponsor
Name
PINE ENVIRONMENTAL SERVICES, LLC
EIN
46-0780449
Address
92 NORTH MAIN STREET, BUILDING 20 · WINDSOR, NJ · 08561
Phone
(609) 371-9663
Industry
Real Estatesee all
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL | 93-1253576 | — | NONE | $28K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $18K | — |
Investments
17 direct securities · 1 pooled fund· $10.9M(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.
Uncategorized
$10.3M
16 holdings
Mutual Funds
$607K
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index Fund 41,194 shares | — | — | $41K | $4.1M | 37.3% | |
| Vanguard Inflation-Protected SECs Fund 8 shares 174 Vanguard Total Bond Market Index Fund 232,816 shares | — | — | $233K | $2.2M | 20.2% | |
| Fidelity Intermediate Index Fund 28,302 shares | — | — | $28K | $1.3M | 12.3% | |
| Investment Contract Standard Insurance Company Stable Asset Account Investment Contract, at contract value | — | — | — | $1.3M | 11.5% | |
| Alliance Bernstein Large Cap Growth Fund 5,551 shares | Mutual Funds | — | $6K | $607K | 5.5% | |
| Vanguard Small Cap Index Fund 3 shares 322 Vanguard 500 Index Fund 1,038 shares | — | — | $1K | $563K | 5.2% | |
| to 9.00% | — | — | — | $327K | 3.0% | |
| JP Morgan Mid Cap Growth 4,219 shares | — | — | $4K | $218K | 2.0% | |
| Vanguard Emerging Markets Stock Index Fund 3,814 shares | — | — | $4K | $140K | 1.3% | |
| Dodge & Cox Income Fund 5,127 shares | — | — | $5K | $64K | 0.6% | |
| Fidelity Advisor Small Cap Growth Fund 1,315 shares | — | — | $1K | $45K | 0.4% | |
| Vanguard Equity-Income Fund 501 shares | — | — | — | $44K | 0.4% | |
| Goldman Sachs GQC Partners INTL 488 shares | — | — | — | $10K | <0.1% | |
| DFA US Targeted Value Portfolio 250 shares | — | — | — | $9K | <0.1% | |
| MFS Mid Cap Value Fund 179 shares | — | — | — | $6K | <0.1% | |
| Vanguard Mid Cap Index Fund 12 shares | — | — | — | $4K | <0.1% | |
| Vanguard Star Inv 7 shares 190 Vanguard Lifestrategy Growth Fund 113 shares | — | — | — | $2K | <0.1% | |
| T. ROWE PRICE STABLE VALUE T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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