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Original filing (PDF)20250808051904NAL0012461378001
WASTE PRO USA, INC.
Form 5500
FILING_RECEIVED
WASTE PRO USA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
4,457
Accounts w/ balance
4,983
Plan assets (EOY)
$62.9M
Net assets (EOY)
$62.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — 332% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASTE PRO USA, INC..
Plan sponsor
Name
WASTE PRO USA, INC.
EIN
59-2733978
Address
2101 W STATE ROAD 434 · SUITE 315 · LONGWOOD, FL · 32779
Phone
(407) 869-8800
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
2025-08-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $434K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $0 | — |
Investments
28 direct securities· $59.4M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $8.4M | 13.4% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $8.3M | 13.2% | |
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $7.7M | 12.3% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $6.3M | 10.0% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $5.1M | 8.1% | |
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $5.0M | 8.0% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.9M | 4.7% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $2.7M | 4.2% | |
| JPMORGAN LRG CAP GWTH R4 | Registered Investment Companies | — | — | $1.9M | 2.9% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $1.5M | 2.4% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| GS MID CAP VALUE FUND - A | Registered Investment Companies | — | — | $1.3M | 2.0% | |
| MFS VALUE - A | Registered Investment Companies | — | — | $989K | 1.6% | |
| COLUMBIA CONTRARIAN CORE A | Registered Investment Companies | — | — | $766K | 1.2% | |
| VICTORY SMALL CO OPPORTUNITY A | Registered Investment Companies | — | — | $723K | 1.1% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $699K | 1.1% | |
| GS MID CAP GROWTH A | Registered Investment Companies | — | — | $578K | 0.9% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $540K | 0.9% | |
| CLEARBRIDGE SMALL CAP GROWTH A | Registered Investment Companies | — | — | $504K | 0.8% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $431K | 0.7% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $380K | 0.6% | |
| WESTERN ASSET CORE BOND - A | Registered Investment Companies | — | — | $352K | 0.6% | |
| AMERCENT ONE CHOICE 2055 A | Registered Investment Companies | — | — | $226K | 0.4% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $211K | 0.3% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $201K | 0.3% | |
| TRANSAMERICA INTL EQUITY A | Registered Investment Companies | — | — | $88K | 0.1% | |
| AMERCENT ONE CHOICE 2060 A | Registered Investment Companies | — | — | $87K | 0.1% | |
| AMERCENT ONE CHOICE 2065 A | Registered Investment Companies | — | — | $77K | 0.1% |