Back to filter
Original filing (PDF)20250728100612NAL0000676435001
CONSERVIT, INC.
Form 5500
FILING_RECEIVED
CONSERVIT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Active participants
92
Accounts w/ balance
152
Plan assets (EOY)
$43.8M
Net assets (EOY)
$33.3M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSERVIT, INC..
Plan sponsor
Name
CONSERVIT, INC.
EIN
52-1000878
Address
P.O. BOX 1517 · HAGERSTOWN, MD · 217411517
Phone
(301) 791-0100
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-28
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Admin Support & Waste Mgmt plans
SET ENVIRONMENTAL, INC.
SET ENVIRONMENTAL, INC. 401(K) SAVINGS PLAN
$44.0M · 621 participants
AQUATECH INTERNATIONAL LLC
AQUATECH INTERNATIONAL LLC/FLUID RECOVERY SERVICES LLC-EMPLOYEES' 401(K) PROFIT SHARING PLAN
$44.5M · 228 participants
E.J.HARRISON & SONS, INC.
E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN
$43.0M · 246 participants
ROSS ENVIRONMENTAL SERVICES, INC.
ROSS EMPLOYEES' 401(K) SAVINGS PLAN
$42.6M · 312 participants
ADVANCED CHEMICAL TRANSPORT LLC
ADVANCED CHEMICAL TRANSPORT LLC RETIREMENT SAVINGS
$41.7M · 807 participants
CR&R INCORPORATED
CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
$46.0M · 816 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B