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Original filing (PDF)20251205110343NAL0002090003001
GREENWASTE RECOVERY, LLC
Form 5500
FILING_RECEIVED
GREENWASTE RECOVERY, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.6 moNo recordkeeper disclosed
Active participants
882
Accounts w/ balance
1,125
Plan assets (EOY)
$61.8M
Net assets (EOY)
$61.8M
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)
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
98
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
- 37 bps in Schedule C fees — 132% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENWASTE RECOVERY, LLC.
Plan sponsor
Name
GREENWASTE RECOVERY, LLC
EIN
68-0249188
Address
610 E. GISH RD · SAN JOSE, CA · 95112
Phone
(408) 283-4800
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
2025-12-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ & ASSOCIATES, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $126K | — |
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $55K | — |
| MARINER WEALTH ADVISOR | 20-4553256 | — | NONE | $48K | — |
Investments
28 direct securities· $61.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Standard Ins. Co. Standard Stable Asset Fund Fully Benefit-Responsive Investment Contract $ | — | — | — | $9.0M | 14.6% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | — | — | — | $5.5M | 8.9% | |
| Vanguard 500 Index Admiral Fund Mutual Funds | — | — | — | $4.9M | 7.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds | — | — | — | $3.9M | 6.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds | — | — | — | $3.4M | 5.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Funds | — | — | — | $3.3M | 5.4% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Funds | — | — | — | $3.2M | 5.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds | — | — | — | $2.9M | 4.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds | — | — | — | $2.9M | 4.7% | |
| Participant loans Interest rates from 3.25% to 8.50% $0 | — | — | — | $2.7M | 4.4% | |
| Dodge & Cox Income X Fund Mutual Funds | — | — | — | $2.6M | 4.1% | |
| JPMorgan Mid Cap Growth R5 Mutual Funds | — | — | — | $2.4M | 3.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds | — | — | — | $2.2M | 3.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Funds | — | — | — | $2.1M | 3.4% | |
| American Funds American Balanced Fund Mutual Funds | — | — | — | $2.1M | 3.4% | |
| MFS International Diversification Fund Mutual Funds | — | — | — | $2.0M | 3.3% | |
| Vanguard Small Cap Index Admiral Fund Mutual Funds | — | — | — | $1.5M | 2.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds | — | — | — | $1.3M | 2.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds | — | — | — | $915K | 1.5% | |
| Vanguard Equity Income Adm Mutual Funds | — | — | — | $843K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds | — | — | — | $752K | 1.2% | |
| T. Rowe Price New Horizons Fund Mutual Funds | — | — | — | $563K | 0.9% | |
| Vanguard Mid-Cap Value Index Admiral Fund Mutual Funds | — | — | — | $371K | 0.6% | |
| Vanguard Target Retirement Income Inv Fund Mutual Funds | — | — | — | $214K | 0.3% | |
| PGIM Global Total Return R6 Mutual Funds | — | — | — | $137K | 0.2% | |
| DFA Emerging Markets Core Equity Portfolio Mutual Funds | — | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds | — | — | — | $18K | <0.1% | |
| DFA Inflation Protected Securities Mutual Funds | — | — | — | $8K | <0.1% |