· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VIVIAN & ANTHONY, LLC D/B/A MIDDLEBORO RECYCLING — MIDDLEBORO RECYCLING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250512084605NAL0017059025001
VIVIAN & ANTHONY, LLC D/B/A MIDDLEBORO RECYCLING
Form 5500-SF
FILING_RECEIVED
MIDDLEBORO RECYCLING 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
28
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VIVIAN & ANTHONY, LLC D/B/A MIDDLEBORO RECYCLING
.
Find decision makers
Plan sponsor
Name
VIVIAN & ANTHONY, LLC D/B/A MIDDLEBORO RECYCLING
EIN
84-2689956
Address
128 BEDFORD STREET · MIDDLEBORO, MA · 02346
Phone
(508) 946-2383
Industry
Wholesale Trade
see 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
2025-05-12
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
2ND CHANCE SALVAGE, INC.
2ND CHANCE SALVAGE, INC. 401(K) PLAN
$1.4M · 17 participants
KODIAK RESOURCES, INC.
KODIAK RESOURCES, INC. PROFIT SHARING /401(K) PLAN
$1.4M · 5 participants
DUBSONE GROUP
DUBSONE GROUP 401(K) PLAN
$1.4M · 7 participants
EVERGREEN COMPANIES, INC.
EVERGREEN COMPANIES INC EMPLOYEE 401K AND RETIREMENT PLAN
$1.4M · 67 participants
CROSS PLAINS TRADING CO., LLC
CROSS PLAINS TRADING CO., LLC CASH BALANCE PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 15 participants
MRV SYSTEMS LLC
MRV SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 31 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
