Form 5500 Search
Back to filter
Original filing (PDF)20251014061208NAL0001057203001

PESTCO, LLC

Form 5500
FILING_RECEIVED
PESTCO 401(K) PLAN
401(k) retirement plan
Active participants
832
Accounts w/ balance
320
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
65
Knocking points off
  • Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PESTCO, LLC.
Plan sponsor
Name
PESTCO, LLC
EIN
87-2587226
Address
7676 FORSYTH BLVD · CLAYTON, MO · 63150
Phone
(717) 409-0520
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-08-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$9K
Other
1
NameEINLocationRelationDirect compIndirect comp
CREATIVE PLANNING HOLDCO, LLC84-4519624INVESTMENT/FINANCIAL ADVI$13K

Investments

18 direct securities · 5 pooled funds· $5.8M(96% 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.

Registered Investment Companies
$5.1M
18 holdings
Common Collective Trust
$769K
5 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FID 500 IND
Registered Investment Companies
$783K12.9%
FID FREEDOM INDEX 2050 PREMIER
Registered Investment Companies
$655K10.8%
PUTNAM STABLE VALUE FUND 15
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$637K10.5%
FID FREEDOM INDEX 2055 PREMIER
Registered Investment Companies
$578K9.5%
FID FREEDOM INDEX 2045 PREMIER
Registered Investment Companies
$548K9.0%
FID FREEDOM INDEX 2035 PREMIER
Registered Investment Companies
$484K8.0%
FID FREEDOM INDEX 2060 PREMIER
Registered Investment Companies
$445K7.3%
FID FREEDOM INDEX 2010 PREMIER 7 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER
Registered Investment Companies
$438K7.2%
FID FREEDOM INDEX 2030 PREMIER
Registered Investment Companies
$238K3.9%
FID INTERNATIONAL INDEX
Registered Investment Companies
$202K3.3%
PIMCO INCOME FUND - INSTL 120 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX
Registered Investment Companies
$174K2.9%
FID SMALL CAP INDEX
Registered Investment Companies
$126K2.1%
FID US BOND IND
Registered Investment Companies
$108K1.8%
FID FREEDOM INDEX 2025 PREMIER
Registered Investment Companies
$66K1.1%
MFS INTL DIVERSIFICATION R6
Registered Investment Companies
$64K1.1%
JOHN HANCOCK DISC VALUE MC R6 7 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER
Registered Investment Companies
$64K1.0%
INVESCO DISCOVERY R6
Registered Investment Companies
$50K0.8%
COHEN STEERS US REALTY RS
SEI TRUST COMPANY · EIN 46-3411346 / PN 064
Common Collective Trust
$49K0.8%
PUT LARGE CAP VAL TR IA
PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275
Common Collective Trust
$36K0.6%
AB US LG CAP GR L
WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509
Common Collective Trust
$34K0.6%
FID FREEDOM INDEX INC PREMIER
Registered Investment Companies
$23K0.4%
JOHN HANCOCK BOND FUND - R6
Registered Investment Companies
$16K0.3%
FRANKLIN SC VAL GG CIT - R
WILMINGTON TRUST COMPANY · EIN 38-4126289 / PN 594
Common Collective Trust
$14K0.2%

Related plans