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Original filing (PDF)20250710164811NAL0004180579001
RECOLOGY INC.
Form 5500
FILING_RECEIVED
RECOLOGY DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
942
Accounts w/ balance
—
Plan assets (EOY)
$599.0M
Net assets (EOY)
$589.3M
How this plan invests
This plan
11 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 388% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RECOLOGY INC..
Plan sponsor
Name
RECOLOGY INC.
EIN
94-2922974
Address
50 CALIFORNIA STREET · 24TH FLOOR · SAN FRANCISCO, CA · 941119796
Phone
(415) 875-1000
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
RECOLOGY INC.
EIN
94-2922974
City
SAN FRANCISCO, CA
Phone
(415) 875-1000
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO, USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT INC | 13-3806691 | — | INVESTMENT MANAGER | $848K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $643K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $121K | — |
| WELLINGTON TRUST | 04-2755549 | — | NONE | $101K | — |
| PRUDENTIAL TRUST CO. | 23-6994310 | — | NONE | $42K | — |
Investments
11 pooled funds· $489.3M(82% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK LONG DUR NSL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-2229248 / PN 001 | Common Collective Trust | $166.3M | 27.8% |
| RUSSELL 1000 INDEX NON LENDABLE FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4040281 / PN 001 | Common Collective Trust | $101.4M | 16.9% |
| INTERMEDIATE GOVERNMENT BOND INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 061 | Common Collective Trust | $60.8M | 10.1% |
| TREASURY US 25+YR KEY RATE NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | $56.9M | 9.5% |
| TREASURY US 15 YEAR KEY RATE NL FND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | $25.5M | 4.3% |
| WELLINGTON INT RESEARCH EQUITY CIF WELLINGTON TRUST COMPANY, NA · EIN 04-2767481 / PN 139 | Common Collective Trust | $20.2M | 3.4% |
| TREASURY US 10YR KEY RATE NL FUND A BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | $16.7M | 2.8% |
| TREASURY US 20 YEAR KEY RATE NL FND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | $15.2M | 2.5% |
| COHEN & STEERS COLLECTIVE INV TRUST SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | $12.0M | 2.0% |
| PRU EMERG MKTS BLEND DEBT FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 204 | Common Collective Trust | $11.5M | 1.9% |
| LONG TERM GOVERNMENT BOND INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3774476 / PN 001 | Common Collective Trust | $2.6M | 0.4% |