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Original filing (PDF)20251007130431NAL0007937712001
USA ENVIRONMENTAL, INC.
Form 5500
FILING_RECEIVED
USA ENVIRONMENTAL, INC 401K PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
133
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USA ENVIRONMENTAL, INC..
Plan sponsor
Name
USA ENVIRONMENTAL, INC.
EIN
59-3516898
Address
720 BROOKER CREEK BLVD. SUITE 204 · OLDSMAR, FL · 346772937
Phone
(813) 343-6386
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-07
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
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $229 | — |
Investments
31 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
$8.9M
31 holdings
Pooled Separate Account
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.5M | 83.9% | |
| Empower T. Rowe Price Growth Stock I | — | — | — | $1.5M | 16.4% | |
| Empower Annuity Insurance Company Guaranteed Investment Account | — | — | — | $1.4M | 15.4% | |
| Empower Neuberger Berman Mid Cap Growth R6 | — | — | — | $1.3M | 14.7% | |
| Empower American Funds American MutualR6 | — | — | — | $686K | 7.7% | |
| Empower American Funds American Balanced | — | — | — | $552K | 6.2% | |
| Empower Index Select Moderate 2035 I | — | — | — | $491K | 5.5% | |
| Empower Vanguard 500 Index Adm | — | — | — | $410K | 4.6% | |
| Empower Index Select Moderate 2045 I | — | — | — | $360K | 4.0% | |
| Empower American Funds Amer Balanced R6 | — | — | — | $322K | 3.6% | |
| Empower PGIM High Yield R6 | — | — | — | $239K | 2.7% | |
| Empower Lord Abbett Total Return R6 | — | — | — | $217K | 2.4% | |
| Empower Vanguard Mid-Cap Index Adm | — | — | — | $165K | 1.9% | |
| Empower American Funds New Perspective R6 | — | — | — | $144K | 1.6% | |
| Empower Vanguard Small-Cap Index Adm | — | — | — | $120K | 1.3% | |
| Empower MFS Mid Cap Value R6 | — | — | — | $113K | 1.3% | |
| Empower JPMorgan Government Bond R6 | — | — | — | $107K | 1.2% | |
| Empower PIMCO International Bond Inst | — | — | — | $102K | 1.1% | |
| Empower Carillon Eagle Small Cap Growth R6 | — | — | — | $96K | 1.1% | |
| Empower Index Select Moderate Retirement I | — | — | — | $89K | 1.0% | |
| Empower American Beacon International Eq R | — | — | — | $82K | 0.9% | |
| Empower Franklin Small Cap Value R6 | — | — | — | $80K | 0.9% | |
| Empower Blackrock Inflation Protected Bond k | — | — | — | $78K | 0.9% | |
| Empower Blackrock Global Allocation K | — | — | — | $73K | 0.8% | |
| Plan Participants Notes receivable from participants, maturing through March 2029, interest rates from 3.25% to | — | — | — | $61K | 0.7% | |
| Empower Index Select Aggressive 2035 I | — | — | — | $59K | 0.7% | |
| Empower Hartford Balanced Income R6 | — | — | — | $56K | 0.6% | |
| Empower Index Select Moderate 2055 I | — | — | — | $28K | 0.3% | |
| Empower Franklin Strategic Income R6 | — | — | — | $24K | 0.3% | |
| Empower American Funds Europacific Growth R6 | — | — | — | $20K | 0.2% | |
| Empower Index Select Aggressive Retire Fnd CL I | — | — | — | $3K | <0.1% | |
| Empower Index Select Aggressive 2045 I | — | — | — | $2K | <0.1% |
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