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Original filing (PDF)20251007174555NAL0002632387001
SA RECYCLING, LLC
Form 5500
FILING_RECEIVED
SA RECYCLING, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3,083
Accounts w/ balance
3,926
Plan assets (EOY)
$190.5M
Net assets (EOY)
$190.5M
How this plan invests
This plan
40 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
- 25 bps in Schedule C fees — 152% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SA RECYCLING, LLC.
Plan sponsor
Name
SA RECYCLING, LLC
EIN
74-3222369
Address
2411 N. GLASSELL STREET · ORANGE, CA · 92865
Phone
(714) 632-2006
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
HAYNIE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $425K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 38-2621207 | — | INVESTMENT ADVISOR | $35K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 33-0541034 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYNIE & COMPANY | 33-0541034 | — | AUDITOR | $19K | — |
Investments
37 direct securities· $190.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 Inst | — | — | — | $24.1M | 12.6% | |
| Nuveen Lifecycle Index 2040 Inst | — | — | — | $22.1M | 11.6% | |
| Nuveen Lifecycle Index 2050 Inst | — | — | — | $15.9M | 8.3% | |
| Vanguard 500 Index Adm | — | — | — | $12.6M | 6.6% | |
| Standard Stable Asset Fund II | — | — | — | $12.1M | 6.4% | |
| Nuveen Lifecycle Index 2020 Inst | — | — | — | $10.5M | 5.5% | |
| Nuveen Lifecycle Index 2035 Inst | — | — | — | $9.0M | 4.7% | |
| Vanguard Developed Mkt Index Adm | — | — | — | $8.4M | 4.4% | |
| Participant Loans Interest Rates Range From 3.25% to 10.50% | — | — | — | $8.3M | 4.4% | |
| Nuveen Lifecycle Index 2045 Inst | — | — | — | $8.1M | 4.3% | |
| Nuveen Lifecycle Index 2025 Inst | — | — | — | $6.2M | 3.2% | |
| Franklin Templeton Franklin Gr R6 | — | — | — | $5.5M | 2.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $4.8M | 2.5% | |
| Nuveen Lifecycle Idx 2055 Instl | — | — | — | $4.6M | 2.4% | |
| JPMorgan US Eq R6 | — | — | — | $4.6M | 2.4% | |
| Prudential PGIM Total Return Bd Z | — | — | — | $4.5M | 2.4% | |
| T. Rowe Price T. Rowe Price Intgtd US Small-Cap Gr Eq | — | — | — | $3.3M | 1.7% | |
| Nuveen Lifecycle Idx 2060 Instl | — | — | — | $3.1M | 1.6% | |
| Victory Sycamore Est Val R6 | — | — | — | $2.6M | 1.4% | |
| Vanguard Mid Cap Index Adm | — | — | — | $2.5M | 1.3% | |
| Impax U.S. Sustainable Economy Inv | — | — | — | $1.9M | 1.0% | |
| Nuveen Lifecycle Idx 2065 Instl | — | — | — | $1.5M | 0.8% | |
| Prudential PGIM Glbl Real Estate Z | — | — | — | $1.5M | 0.8% | |
| Nuveen Lifecycle Idx Rt Inc Inst | — | — | — | $1.4M | 0.7% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $1.3M | 0.7% | |
| MFS Val R6 | — | — | — | $1.3M | 0.7% | |
| Hartford Mid Cap R6 | — | — | — | $1.3M | 0.7% | |
| Putnam Dyn asset alloc Bal R6 | — | — | — | $1.2M | 0.6% | |
| First Eagle First Eagle Glbl I | — | — | — | $1.2M | 0.6% | |
| Blackrock Health Sciences Opp Instl | — | — | — | $1.0M | 0.5% | |
| PGIM Quant Solutions Sm-Cp Val Z | — | — | — | $931K | 0.5% | |
| Putnam Dyn asset alloc Gr R6 | — | — | — | $928K | 0.5% | |
| Nuveen Lifecycle Index 2010 Inst | — | — | — | $603K | 0.3% | |
| American Funds American Funds New World R6 | — | — | — | $498K | 0.3% | |
| Nuveen Lifecycle Index 2015 Inst | — | — | — | $464K | 0.2% | |
| Fidelity Adv Strategic Inc I | — | — | — | $328K | 0.2% | |
| State Street Bank & Trust Co. State Street Inst US Govt Money Market Premier | — | — | — | $65K | <0.1% |