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Original filing (PDF)20250922100137NAL0005463472001
CONSERVICE, LLC
Form 5500
FILING_RECEIVED
CONSERVICE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
3,211
Accounts w/ balance
1,844
Plan assets (EOY)
$67.7M
Net assets (EOY)
$67.7M
How this plan invests
This plan
65 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 27 bps in Schedule C fees — 66% above peer band of 16 bps.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSERVICE, LLC.
Plan sponsor
Name
CONSERVICE, LLC
EIN
87-0660875
Address
750 S GATEWAY DRIVE · RIVER HEIGHTS, UT · 84321
Phone
(435) 792-6654
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
2025-09-22
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $100K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON GATE GLOBAL ADVISORS LLC | 47-2717610 | — | ADVISOR | $79K | — |
Investments
65 direct securities· $117.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2055 Fund Class Z6 Mutual Fund N/A | — | — | — | $10.6M | 15.6% | |
| Fidelity Advisor Freedom 2050 Fund Class Z6 Mutual Fund N/A | — | — | — | $9.5M | 14.0% | |
| Fidelity Advisor Freedom 2045 Fund Class Z6 Mutual Fund N/A | — | — | — | $9.4M | 13.9% | |
| Fidelity Advisor Freedom 2060 Fund Class Z6 Mutual Fund N/A | — | — | — | $8.1M | 12.0% | |
| Fidelity Advisor Freedom 2055 Fund Class Z6 Mutual Fund N/A | — | — | — | $8.1M | 12.0% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $7.7M | 11.4% | |
| Fidelity Advisor Freedom 2045 Fund Class Z6 Mutual Fund N/A | — | — | — | $7.4M | 10.9% | |
| Fidelity Advisor Freedom 2050 Fund Class Z6 Mutual Fund N/A | — | — | — | $6.7M | 9.9% | |
| Fidelity Advisor Freedom 2060 Fund Class Z6 Mutual Fund N/A | — | — | — | $6.3M | 9.3% | |
| Fidelity Advisor Freedom 2040 Fund Class Z6 Mutual Fund N/A | — | — | — | $5.1M | 7.6% | |
| Fidelity Advisor Freedom 2040 Fund Class Z6 Mutual Fund N/A | — | — | — | $4.3M | 6.4% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $4.0M | 5.9% | |
| Fidelity Advisor Freedom 2035 Fund Class Z6 Mutual Fund N/A | — | — | — | $2.8M | 4.1% | |
| Fidelity Advisor Freedom 2065 Fund Class Z6 Mutual Fund N/A | — | — | — | $2.0M | 3.0% | |
| Fidelity Advisor Freedom 2035 Fund Class Z6 Mutual Fund N/A | — | — | — | $2.0M | 2.9% | |
| JPMorgan Growth Advantage Fund Class R6 Mutual Fund N/A | — | — | — | $1.9M | 2.8% | |
| Notes receivable from participants Maturing 2025 - 2034 at interest rates of 4.25% - 9.50% - | — | — | — | $1.6M | 2.3% | |
| Fidelity Advisor Freedom 2030 Fund Class Z6 Mutual Fund N/A | — | — | — | $1.5M | 2.2% | |
| Fidelity Advisor Freedom 2065 Fund Class Z6 Mutual Fund N/A | — | — | — | $1.3M | 2.0% | |
| Fidelity Advisor Small Cap Growth Fund Class Z Mutual Fund N/A | — | — | — | $1.3M | 1.9% | |
| Fidelity Advisor Freedom 2030 Fund Class Z6 Mutual Fund N/A | — | — | — | $1.2M | 1.8% | |
| Notes receivable from participants Maturing 2024 - 2033 at interest rates of 4.25% - 9.50% - | — | — | — | $1.1M | 1.6% | |
| Dodge & Cox Stock Fund Class I Mutual Fund N/A | — | — | — | $961K | 1.4% | |
| JPMorgan Growth Advantage Fund Class R6 Mutual Fund N/A | — | — | — | $954K | 1.4% | |
| Fidelity Advisor Small Cap Growth Fund Class Z Mutual Fund N/A | — | — | — | $949K | 1.4% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund N/A | — | — | — | $933K | 1.4% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund N/A | — | — | — | $743K | 1.1% | |
| Dodge & Cox Stock Fund Class I Mutual Fund N/A | — | — | — | $705K | 1.0% | |
| Fidelity Government Money Market Fund Class K6 Money Market Mutual Fund N/A | — | — | — | $497K | 0.7% | |
| Fidelity Advisor Freedom 2025 Fund Class Z6 Mutual Fund N/A | — | — | — | $450K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | — | — | — | $447K | 0.7% | |
| Fidelity Advisor Freedom 2025 Fund Class Z6 Mutual Fund N/A | — | — | — | $435K | 0.6% | |
| Fidelity Government Money Market Fund Class K6 Money Market Mutual Fund N/A | — | — | — | $433K | 0.6% | |
| Fidelity Advisor Strategic Income Fund Class Z Mutual Fund N/A | — | — | — | $399K | 0.6% | |
| JPMorgan Core Bond Fund Class R6 Mutual Fund N/A | — | — | — | $378K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | — | — | — | $373K | 0.6% | |
| Fidelity Advisor Strategic Income Fund Class Z Mutual Fund N/A | — | — | — | $367K | 0.5% | |
| JPMorgan Core Bond Fund Class R6 Mutual Fund N/A | — | — | — | $358K | 0.5% | |
| Hartford Schroders International Stock Fund Class SDR Mutual Fund N/A | — | — | — | $357K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | — | — | — | $339K | 0.5% | |
| BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares Mutual Fund N/A | — | — | — | $318K | 0.5% | |
| Fidelity Total Market Index Fund Mutual Fund N/A | — | — | — | $318K | 0.5% | |
| Hartford Schroders International Stock Fund Class SDR Mutual Fund N/A | — | — | — | $294K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares Mutual Fund N/A | — | — | — | $281K | 0.4% | |
| AF New World R6 Mutual Fund N/A | — | — | — | $235K | 0.3% | |
| Cohen & Steers Realty Shares Fund Class L Mutual Fund N/A | — | — | — | $227K | 0.3% | |
| AF New World R6 Mutual Fund N/A | — | — | — | $197K | 0.3% | |
| Cohen & Steers Realty Shares Fund Class L Mutual Fund N/A | — | — | — | $193K | 0.3% | |
| Fidelity Total Market Index Fund Mutual Fund N/A | — | — | — | $123K | 0.2% | |
| Fidelity Advisor Freedom 2010 Fund Class Z6 Mutual Fund N/A | — | — | — | $121K | 0.2% | |
| Fidelity Advisor Freedom Income Fund Class Z6 Mutual Fund N/A | — | — | — | $117K | 0.2% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund N/A | — | — | — | $106K | 0.2% | |
| Fidelity Advisor Freedom 2020 Fund Class Z6 Mutual Fund N/A | — | — | — | $89K | 0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | — | — | — | $85K | 0.1% | |
| American Century Small Cap Value Fund R6 Class Mutual Fund N/A | — | — | — | $85K | 0.1% | |
| Fidelity Advisor Freedom 2005 Fund Class Z6 Mutual Fund N/A | — | — | — | $80K | 0.1% | |
| Fidelity Advisor Freedom 2020 Fund Class Z6 Mutual Fund N/A | — | — | — | $76K | 0.1% | |
| American Century Small Cap Value Fund R6 Class Mutual Fund N/A | — | — | — | $38K | <0.1% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund N/A | — | — | — | $35K | <0.1% | |
| Fidelity Advisor Freedom Income Fund Class Z6 Mutual Fund N/A | — | — | — | $14K | <0.1% | |
| Fidelity Advisor Freedom 2010 Fund Class Z6 Mutual Fund N/A | — | — | — | $9K | <0.1% | |
| Fidelity Advisor Freedom 2015 Fund Class Z6 Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| Fidelity Advisor Freedom 2015 Fund Class Z6 Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund N/A | — | — | — | $2K | <0.1% |
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