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Original filing (PDF)20251006105644NAL0005899712001
ACE DISPOSAL, INC.
Form 5500
FILING_RECEIVED
ACE DISPOSAL RETIREMENT PLAN
401(k) retirement plan
Active participants
386
Accounts w/ balance
341
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 ACE DISPOSAL, INC..
Plan sponsor
Name
ACE DISPOSAL, INC.
EIN
84-0481948
Address
2274 SOUTH TECHNOLOGY DRIVE · WEST VALLEY CITY, UT · 84119
Phone
(801) 363-9995
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
2025-10-06
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SQUIRE & COMPANY, P.C.
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 | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
24 direct securities · 1 pooled fund· $26.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.4M
24 holdings
Pooled Separate Account
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JPMORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $4.0M | 15.0% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $3.9M | 14.7% | |
| American Funds 2040 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.9M | 7.4% | |
| American Funds 2030 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.7M | 6.3% | |
| BlackRock Mid-Cap Growth Equity K Registered Investment Company | — | — | — | $1.6M | 6.2% | |
| Fidelity International Index Registered Investment Company | — | — | — | $1.6M | 6.1% | |
| American Funds 2025 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.5M | 5.7% | |
| American Funds 2035 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.4M | 5.5% | |
| American Funds 2045 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.4M | 5.2% | |
| Key Guaranteed Portfolio Fund Empower Annuity Insurance Company of America | — | — | — | $1.3M | 4.9% | |
| American Funds 2050 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.2M | 4.6% | |
| American Funds Bond Fund of Amer R6 Registered Investment Company | — | — | — | $1.1M | 4.3% | |
| American Funds American Balanced R6 Registered Investment Company | — | — | — | $902K | 3.4% | |
| Notes Receivable from Participants Interest rates of 4.25% - 9.50% - | — | — | — | $874K | 3.3% | |
| American Funds 2055 Trgt Date Retire R6 Registered Investment Company | — | — | — | $470K | 1.8% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $452K | 1.7% | |
| American Funds 2060 Trgt Date Retire R6 Registered Investment Company | — | — | — | $324K | 1.2% | |
| Putnam Large Cap Value R6 Registered Investment Company | — | — | — | $305K | 1.2% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $187K | 0.7% | |
| PGIM High-Yield R6 Registered Investment Company | — | — | — | $138K | 0.5% | |
| American Funds 2020 Trgt Date Retire R6 Registered Investment Company | — | — | — | $95K | 0.4% | |
| American Funds 2065 Trgt Date Retire R6 Registered Investment Company | — | — | — | $13K | <0.1% | |
| American Funds 2010 Trgt Date Retire R6 Registered Investment Company | — | — | — | $9K | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| PIMIX PIMCO Income Instl Registered Investment Company | — | — | — | $1K | <0.1% |
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