How big is Burrtec Waste Industries, Inc.'s plan?

Burrtec Waste Industries, Inc.'s plan reported $163.4M in assets and 1,769 participants for 2024.

Original filing (PDF)20250929121516NAL0017831506001

Burrtec Waste Industries, Inc.

Name: Burrtec Waste Industries, Inc. — Burrtec Retirement, Form 5500 (2024)
Creator: Burrtec Waste Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Burrtec Retirement Savings Plan

401(k) retirement plan · Burrtec Waste Industries, Inc.'s Burrtec Retirement Savings Plan held $163.4M in plan assets for 1,769 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

28% employer stock

Active participants

1,769

Accounts w/ balance

1,919

Plan assets (EOY)

$163.4M

Net assets (EOY)

$163.4M

People on this filing

Robert COON signed Burrtec Waste Industries, Inc.'s 2024 Form 5500 as plan administrator.

Robert COON — 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

Burrtec Waste Industries, Inc.'s EIN is 95-3396612.

EIN 95-3396612

Plan number 002

Plan year 2024

ACK ID 20250929121516NAL0017831506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burrtec Waste Industries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burrtec Waste Industries, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURRTEC WASTE INDUSTRIES, INC..

Finding similar companies…

How this plan invests

This plan

52 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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 (22nd percentile).

Plan sponsor

Name

BURRTEC WASTE INDUSTRIES, INC.

EIN

all filings

Address

9890 CHERRY AVENUE · FONTANA, CA · 92335

Phone

(904) 429-4200

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$284K	—

Investments

52 direct securities· $174.6M(100% of reported assets)

Other securities

$78.0M

21 holdings

Common Stocks

$50.8M

15 holdings

Common Collective Trusts

$17.4M

4 holdings

Mutual Funds

$17.2M

9 holdings

Participant loans

$11.2M

1 holding

Cash / Money Market

$15K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
BlackRock, Inc. BlackRock Liquidity T-Fund Premier	Common Stocks	—	—	$22.8M	14.0%
Victory GM Victory Core Plus Interm Bond I	Other securities	—	—	$19.4M	11.9%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$11.2M	6.8%
First Eagle First Eagle Global A	Other securities	—	—	$11.1M	6.8%
Maturing through December 2052	Other securities	—	—	$11.1M	6.8%
Oakmark GM Oakmark Institutional	Other securities	—	—	$9.1M	5.6%
iShares GM iShares Russell 2000 SmCap Ind K 97 Invesco GM Invesco Oppy Intl Growth A	Common Collective Trusts	—	—	$9.1M	5.5%
Mainstay Investments GM MainStay Winslow Large Cap Growth R2	Other securities	—	—	$6.9M	4.2%
Vanguard GM Vanguard Interm-Term Treas Index Adm	Mutual Funds	—	—	$6.5M	4.0%
iShares S&P 500 Index K	Common Collective Trusts	—	—	$6.4M	3.9%
Columbia GM Columbia SelectMid Cap Value A	Other securities	—	—	$5.5M	3.4%
BlackRock, Inc. GM BlackRock Inflation Protected Bond In	Common Stocks	—	—	$4.9M	3.0%
BlackRock, Inc. BlackRock Lifepath Index Retire K	Common Stocks	—	—	$4.7M	2.9%
Franklin Advisors, Inc. GM Franklin Small-Mid Cap Growth A	Mutual Funds	—	—	$4.0M	2.5%
Columbia GM Columbia Emerging Markets I3	Other securities	—	—	$3.9M	2.4%
BlackRock, Inc. GM BlackRock High Yield Bond Inv A	Common Stocks	—	—	$3.4M	2.1%
Franklin Advisors, Inc. GM Franklin Small Cap Value A	Mutual Funds	—	—	$3.3M	2.0%
BlackRock, Inc. BlackRock Lifepath Index 2025 K - BlackRock, Inc. BlackRock Lifepath Index 2030 K	Common Stocks	—	—	$3.0M	1.8%
Mainstay Investments Mainstay Large Cap Growth Fund R2	Other securities	—	—	$2.6M	1.6%
BlackRock, Inc. BlackRock Lifepath Index 2045 K	Common Stocks	—	—	$2.4M	1.5%
BlackRock, Inc. BlackRock Lifepath Index 2035 K	Common Stocks	—	—	$2.3M	1.4%
BlackRock, Inc. BlackRock Lifepath Index 2040 K	Common Stocks	—	—	$1.9M	1.2%
BlackRock, Inc. GM BlackRock Liquidity T-Fund Instl	Common Stocks	—	—	$1.9M	1.2%
BlackRock, Inc. BlackRock Lifepath Index 2050 K	Common Stocks	—	—	$1.9M	1.1%
DWS GM DWS Enhanced Commodity Strategy R6	Other securities	—	—	$1.8M	1.1%
Oakmark Institutional	Other securities	—	—	$1.7M	1.0%
DWS GM DWS Rreef Real Estate Securities A	Other securities	—	—	$1.5M	0.9%
ClearBridge Investments GM ClearBridge Small Cap Growth A	Other securities	—	—	$1.5M	0.9%
Franklin Advisors, Inc. Franklin Small-Mid Cap Growth A	Mutual Funds	—	—	$1.4M	0.8%
iShares Russell 2000 SmCap Ind K iShares 0	Common Collective Trusts	—	—	$1.3M	0.8%
Victory Core Plus Inerm Bond I	Other securities	—	—	$995K	0.6%
Franklin Advisors, Inc. Franklin Mutual Beacon A	Mutual Funds	—	—	$922K	0.6%
BlackRock, Inc. BlackRock Lifepath Index 2055 K	Common Stocks	—	—	$825K	0.5%
Vanguard Interm-Term Treas Index Adm	Mutual Funds	—	—	$675K	0.4%
iShares Russell Mid-Cap Index K iShares 0	Common Collective Trusts	—	—	$606K	0.4%
BlackRock, Inc. BlackRock Lifepath Index 2060 K	Common Stocks	—	—	$451K	0.3%
Invesco Oppy Intl Growth A	Mutual Funds	—	—	$339K	0.2%
DWS Enhanced Commodity Strategy R6	Other securities	—	—	$254K	0.2%
BlackRock, Inc. BlackRock High Yield Bond Inv A	Common Stocks	—	—	$243K	0.1%
DWS Rreef Real Estate Securities A	Other securities	—	—	$176K	0.1%
iShares MSCI EAFE Intl Index K	Other securities	—	—	$171K	0.1%
Columbia Select Mid Cap Value A	Other securities	—	—	$154K	<0.1%
BlackRock, Inc. BlackRock Inflation Protected Bond Inv A	Common Stocks	—	—	$115K	<0.1%
Columbia Emerging Markets I3	Other securities	—	—	$107K	<0.1%
ClearBridge Investments ClearBridge Small Cap Growth A	Other securities	—	—	$98K	<0.1%
Janus Henderson Janus Henderson Developed World Bd A	Mutual Funds	—	—	$81K	<0.1%
Franklin Advisors, Inc. Franklin Small Cap Value A	Mutual Funds	—	—	$19K	<0.1%
Ascensus Trust Company Contribution Account - Cash and Cash Equivalents	Cash / Money Market	—	—	$15K	<0.1%
BlackRock, Inc. BlackRock Lifepath Index 2065 K	Common Stocks	—	—	$11K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%