How big is Conservice, LLC's plan?

Conservice, LLC's plan reported $67.7M in assets and 3,211 participants for 2024.

Original filing (PDF)20250922100137NAL0005463472001

Conservice, LLC

Name: Conservice, LLC — Conservice, LLC 401(k) Profit, Form 5500 (2024)
Creator: Conservice, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Conservice, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Conservice, LLC's Conservice, LLC 401(k) Profit Sharing Plan and Trust held $67.7M in plan assets for 3,211 participants in 2024, with Fidelity as recordkeeper.

Active participants

3,211

Accounts w/ balance

1,844

Plan assets (EOY)

$67.7M

Net assets (EOY)

$67.7M

People on this filing

Starr Fowler signed Conservice, LLC's 2024 Form 5500 as plan administrator.

Starr Fowler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conservice, LLC's EIN is 87-0660875.

EIN 87-0660875

Plan number 001

Plan year 2024

ACK ID 20250922100137NAL0005463472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conservice, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conservice, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSERVICE, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

CONSERVICE, LLC

EIN

all filings

Address

750 S GATEWAY DRIVE · RIVER HEIGHTS, UT · 84321

Phone

(435) 792-6654

Industry

Admin Support & Waste Mgmt

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$100K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
IRON GATE GLOBAL ADVISORS LLC	47-2717610	—	ADVISOR	$79K	—

Investments

34 direct securities· $69.0M(100% of reported assets)

Mutual Funds

$53.9M

20 holdings

Common Collective Trusts

$8.9M

5 holdings

Other securities

$3.5M

7 holdings

Bonds / Notes

$2.6M

2 holdings

					% of plan
Fidelity Advisor Freedom 2055 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$10.6M	15.6%
Fidelity Advisor Freedom 2050 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$9.5M	14.0%
Fidelity Advisor Freedom 2045 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$9.4M	13.9%
Fidelity Advisor Freedom 2060 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$8.1M	12.0%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$7.7M	11.4%
Fidelity Advisor Freedom 2040 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$5.1M	7.6%
Fidelity Advisor Freedom 2035 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$2.8M	4.1%
Fidelity Advisor Freedom 2065 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$2.0M	3.0%
JPMorgan Growth Advantage Fund Class R6 Mutual Fund N/A	Other securities	—	—	$1.9M	2.8%
Notes receivable from participants Maturing 2025 - 2034 at interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$1.6M	2.3%
Fidelity Advisor Freedom 2030 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$1.5M	2.2%
Fidelity Advisor Small Cap Growth Fund Class Z Mutual Fund N/A	Mutual Funds	—	—	$1.3M	1.9%
Notes receivable from participants Maturing 2024 - 2033 at interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$1.1M	1.6%
Dodge & Cox Stock Fund Class I Mutual Fund N/A	Mutual Funds	—	—	$961K	1.4%
MFS Mid Cap Value Fund Class R6 Mutual Fund N/A	Mutual Funds	—	—	$933K	1.4%
Fidelity Government Money Market Fund Class K6 Money Market Mutual Fund N/A	Mutual Funds	—	—	$497K	0.7%
Fidelity Advisor Freedom 2025 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$450K	0.7%
Fidelity Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$447K	0.7%
Fidelity Advisor Strategic Income Fund Class Z Mutual Fund N/A	Mutual Funds	—	—	$399K	0.6%
JPMorgan Core Bond Fund Class R6 Mutual Fund N/A	Other securities	—	—	$378K	0.6%
Hartford Schroders International Stock Fund Class SDR Mutual Fund N/A	Other securities	—	—	$357K	0.5%
Fidelity Mid Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$339K	0.5%
BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares Mutual Fund N/A	Other securities	—	—	$318K	0.5%
Fidelity Total Market Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$318K	0.5%
AF New World R6 Mutual Fund N/A	Other securities	—	—	$235K	0.3%
Cohen & Steers Realty Shares Fund Class L Mutual Fund N/A	Other securities	—	—	$227K	0.3%
Fidelity Advisor Freedom 2010 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$121K	0.2%
Fidelity Advisor Freedom Income Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$117K	0.2%
Fidelity Global ex U.S. Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$106K	0.2%
Fidelity Advisor Freedom 2020 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$89K	0.1%
American Century Small Cap Value Fund R6 Class Mutual Fund N/A	Other securities	—	—	$85K	0.1%
Fidelity Advisor Freedom 2005 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$80K	0.1%
Fidelity Advisor Freedom 2015 Fund Class Z6 Mutual Fund N/A	Mutual Funds	—	—	$7K	<0.1%
PIMCO Real Return Fund Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$5K	<0.1%