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Original filing (PDF)20260113104737NAL0020381346001
MID VALLEY DISPOSAL, INC.
Form 5500
FILING_RECEIVED
MID VALLEY DISPOSAL, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.9 moNo recordkeeper disclosed
Active participants
345
Accounts w/ balance
159
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
92
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID VALLEY DISPOSAL, INC..
Plan sponsor
Name
MID VALLEY DISPOSAL, INC.
EIN
77-0450019
Address
15300 W. JENSEN AVE. · KERMAN, CA · 936309138
Phone
(559) 237-9425
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
2026-01-13
Pension benefit codes
2A · Age/service weighted or new comparability
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
HUDSON & COMPANY, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $27K | — |
Investments
33 direct securities· $8.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors-R2 Mutual Fund | — | — | — | $1.3M | 15.0% | |
| American Funds Capital World Growth & Income Fund-R2 Mutual Fund | — | — | — | $919K | 10.3% | |
| American Funds 2025 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $824K | 9.2% | |
| American Funds Growth Fund of America-R2 Mutual Fund | — | — | — | $743K | 8.3% | |
| American Funds Small Cap World Fund-R2 Mutual Fund | — | — | — | $586K | 6.6% | |
| American Funds New Perspective Fund-R2 Mutual Fund | — | — | — | $505K | 5.7% | |
| American Funds New World Fund-R2 Mutual Fund | — | — | — | $502K | 5.6% | |
| American Funds Euro Pacific Growth Fund-R2 Mutual Fund | — | — | — | $309K | 3.5% | |
| Franklin Small Cap Value Fund (R) Mutual Fund | — | — | — | $282K | 3.2% | |
| American Funds 2020 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $266K | 3.0% | |
| American Funds 2045 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $256K | 2.9% | |
| American International Growth & Inc Fund-R2 Mutual Fund | — | — | — | $255K | 2.9% | |
| American Funds 2035 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $247K | 2.8% | |
| American Funds American Mutual Fund-R2 Mutual Fund | — | — | — | $234K | 2.6% | |
| American Funds Investment Company of America-R2 Mutual Fund | — | — | — | $205K | 2.3% | |
| American Funds AMCAP Fund-R2 Mutual Fund | — | — | — | $189K | 2.1% | |
| American Funds 2040 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $183K | 2.0% | |
| American Funds 2055 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $178K | 2.0% | |
| American Funds Bond Fund of America-R2 Mutual Fund | — | — | — | $153K | 1.7% | |
| CUNA Mutual Guaranteed Account DAGA Contract | — | — | — | $143K | 1.6% | |
| American Funds 2050 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $137K | 1.5% | |
| American Funds 2030 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $102K | 1.1% | |
| American Funds Income Fund of America-R2 Mutual Fund | — | — | — | $86K | 1.0% | |
| American Funds American Balanced Fund-R2 Mutual Fund | — | — | — | $62K | 0.7% | |
| American Funds American High Income Trust-R2 Mutual Fund | — | — | — | $60K | 0.7% | |
| American Funds Capital World Bond Fund-R2 Mutual Fund | — | — | — | $53K | 0.6% | |
| American Funds Capital Income Builder-R2 Mutual Fund | — | — | — | $42K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $23K | 0.3% | |
| Invesco International Bond Fund R Mutual Fund | — | — | — | $23K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $17K | 0.2% | |
| American Funds Global Balanced R2 Mutual Fund | — | — | — | $8K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund-R2 Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Federal Money Market Inv Cash Account | — | — | — | $3K | <0.1% |
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