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Original filing (PDF)20250929084545NAL0004919939001
EVERGREEN RECYCLING, LLC
Form 5500
FILING_RECEIVED
EVERGREEN RECYCLING, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~113 bps in Sched C feesNo recordkeeper disclosed
Active participants
358
Accounts w/ balance
268
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 113 bps in Schedule C fees — 117% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN RECYCLING, LLC.
Plan sponsor
Name
EVERGREEN RECYCLING, LLC
EIN
86-3577980
Address
9 GREENWAY PLAZA, SUITE 2400 · HOUSTON, TX · 77046
Phone
(440) 357-1500
Industry
Manufacturingsee 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
2025-09-29
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $81K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities· $7.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $975K | 13.7% | |
| Fidelity Balanced K Mutual fund | — | — | — | $690K | 9.7% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $684K | 9.6% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $650K | 9.1% | |
| Fidelity Contrafund K6 Mutual fund | — | — | — | $626K | 8.8% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $458K | 6.4% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $456K | 6.4% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $454K | 6.4% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $381K | 5.3% | |
| 3.25% - 8.50% | — | — | — | $312K | 4.4% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $204K | 2.9% | |
| DFA Intl Core Equity Port Ins Mutual fund | — | — | — | $178K | 2.5% | |
| Inv Discovery MCp Grw F R6 Mutual fund | — | — | — | $139K | 2.0% | |
| DFA US Targeted Vl Port Ins Mutual fund | — | — | — | $129K | 1.8% | |
| Neuberg Berm Sm Cp Grw Fnd R6 Mutual fund | — | — | — | $126K | 1.8% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $124K | 1.7% | |
| Voya Fixed Account (4450) Group pension fund | — | — | — | $90K | 1.3% | |
| PIMCO Income Instl Mutual fund | — | — | — | $85K | 1.2% | |
| American Funds US Gvt Sec R6 Mutual fund | — | — | — | $85K | 1.2% | |
| PIMCO International Bond (USD-Hdg) Instl Mutual fund | — | — | — | $77K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $66K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $46K | 0.6% | |
| Fidelity Long-Term Trs Bd Index Mutual fund | — | — | — | $35K | 0.5% | |
| Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value American Funds Amer Mutual R6 Mutual fund | — | — | — | $34K | 0.5% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) Money market fund | — | — | — | $8K | 0.1% | |
| Vangrd Small-Cap Index Fnd Adm Mutual fund | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Idx Fd Mutual fund | — | — | — | $1K | <0.1% |
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