Back to filter
Original filing (PDF)20250724141041NAL0006221920001
PERMA-FIX ENVIRONMENTAL SERVICES IN
Form 5500
FILING_RECEIVED
PERMA-FIX ENVIRONMENTAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
276
Accounts w/ balance
372
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERMA-FIX ENVIRONMENTAL SERVICES IN.
Plan sponsor
Name
PERMA-FIX ENVIRONMENTAL SERVICES IN
EIN
58-1954497
Address
8302 DUNWOODY PL STE 250 · ATLANTA, GA · 30350
Phone
(865) 238-0478
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
2025-07-24
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
COULTER & JUSTUS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COULTER & JUSTUS PC | 62-1532536 | — | AUDITOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $30K | — |
Investments
31 direct securities· $30.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund (1) | — | — | — | $5.8M | 19.1% | |
| Fidelity Advisor Freedom 2030 Fund (1) | — | — | — | $4.5M | 14.9% | |
| Standard Insurance Company Standard Stable Asset Fund (1) | — | — | — | $2.3M | 7.7% | |
| Fidelity Advisor Freedom 2040 Fund (1) | — | — | — | $2.2M | 7.2% | |
| AllianceBernstein AB Large Cap Growth Fund (1) | — | — | — | $1.7M | 5.6% | |
| Fidelity Advisor Freedom 2035 Fund (1) | — | — | — | $1.7M | 5.5% | |
| MFS Value Fund (1) | — | — | — | $1.3M | 4.2% | |
| Pioneer Bond Fund (1) | — | — | — | $1.2M | 3.9% | |
| Clearbridge International Growth Fund (1) | — | — | — | $1.1M | 3.7% | |
| Goldman Sachs Goldman Sachs Emerging Markets Equity Insights Fund (1) | — | — | — | $1.0M | 3.3% | |
| Fidelity Advisor Freedom 2025 Fund (1) | — | — | — | $990K | 3.3% | |
| Fidelity Advisor Freedom 2045 Fund (1) | — | — | — | $909K | 3.0% | |
| Fidelity Advisor Freedom 2050 Fund (1) | — | — | — | $632K | 2.1% | |
| Fidelity Advisor Freedom 2060 Fund (1) | — | — | — | $624K | 2.1% | |
| Notes receivable from Loans bearing interest at rates ranging from participants 4.25% to 9.50% to be repaid through 2045 – | — | — | — | $596K | 2.0% | |
| Fidelity Advisor Freedom 2065 Fund (1) | — | — | — | $560K | 1.9% | |
| Vanguard Small Cap Index Adm Fund (1) | — | — | — | $489K | 1.6% | |
| Fidelity Advisor Freedom 2020 Fund (1) | — | — | — | $469K | 1.5% | |
| Fidelity Advisor Freedom 2055 Fund (1) | — | — | — | $465K | 1.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares (1) | — | — | — | $442K | 1.5% | |
| PIMCO Income Fund (1) | — | — | — | $380K | 1.3% | |
| Fidelity Advisor Freedom Income Fund (1) | — | — | — | $266K | 0.9% | |
| Delaware Ivy Delaware Ivy Small Cap Growth Fund (1) | — | — | — | $243K | 0.8% | |
| Vanguard Total Bond Market Index Fund (1) | — | — | — | $147K | 0.5% | |
| Columbia Small Cap Value II Fund (1) | — | — | — | $89K | 0.3% | |
| AllianceBernstein AB Bond Inflation Strategy Fund (1) | — | — | — | $66K | 0.2% | |
| Virtus Duff & Phelps Real Estate Virtus Duff & Phelps Real Estate Securities Fund (1) | — | — | — | $64K | 0.2% | |
| Vanguard Total International Stock Index Fund (1) | — | — | — | $36K | 0.1% | |
| MFS Mid Cap Value Fund (1) | — | — | — | $33K | 0.1% | |
| Pioneer Money Market Mutual Fund (1) | — | — | — | $32K | 0.1% | |
| Delaware Ivy Delaware Ivy Mid Cap Growth Fund (1) | — | — | — | $3K | <0.1% |
Related plans
Other plans using USI CONSULTING GROUP
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
$2.8B · 3,184 participants
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH PENSION PLAN
$2.8B · 26,078 participants
UT-BATTELLE, LLC
PENSION PLAN FOR EMPLOYEES AT ORNL
$2.4B · 6,785 participants
PARSONS CORPORATION
PARSONS CORPORATION RETIREMENT SAVINGS PLAN
$2.3B · 10,546 participants
Similar-size Admin Support & Waste Mgmt plans
WESTERN DISPOSAL, INC.
WESTERN DISPOSAL, INC. 401K PLAN
$30.5M · 176 participants
BOARD OF TRUSTEES OF LOCAL 813 SAVINGS AND THRIFT TRUST FUND
LOCAL 813 SAVINGS AND THRIFT TRUST FUND
$30.5M · 1,249 participants
ALL WASTE, INC.
ALL WASTE, INC. 401(K) PROFIT SHARING PLAN
$29.6M · 127 participants
OPAL FUELS LLC
OPAL FUELS LLC 401K PLAN
$29.0M · 358 participants
GILTON SOLID WASTE MANAGEMENT, INC.
GILTON SOLID WASTE MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN
$29.0M · 309 participants
MODERN DISPOSAL SERVICES, INC.
MODERN DISPOSAL SERVICES, INC. 401(K) PLAN
$28.2M · 503 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants