Retirement plan

SPECIALTY SOLID WASTE & RECYCLING 401(K) PROFIT SHARING PLAN

Name: SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES - SPECIALTY SOLID WASTE & RECYCLING 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIALTY SOLID WASTE & RECYCLING 401(K) PROFIT SHARING PLAN, SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES

SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIESEIN 94-1490074Plan #005PY 2024

3355 THOMAS ROAD - SANTA CLARA, CA 950542060408-565-9900LinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.1M

+18.1% from 2023

Total participants

+2.6% from 2023

Average account balance

$233,615

+15.1% from 2023

Annual return

15.60%

+3.72 pp from 2023

Benchmarks

See 5,414 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,414 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$11.06M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$283K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

125.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$567K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1931

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2G2T3D3H2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$375K

$11360 / participant

Other / not subdivided$375K100.0%

% of EOY assets

4.115%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$233,615

$57,119+309.0%

$85,187+174.2%

$80,935+188.6%

Participation rate

97.0%

56.4%+40.6pp

67.5%+29.4pp

67.7%+29.3pp

Annual return

15.60%

21.70%-6.1pp

66.67%-51.1pp

35.66%-20.1pp

Employer contribution / active EE

$13,805

$1,802+666.3%

$2,732+405.2%

$2,757+400.8%

Participant deferral / active EE

$3,478

$3,115+11.7%

$4,525-23.1%

$4,299-19.1%

Admin fee / account holder

$9,613

$4,990+92.6%

$6,162+56.0%

$6,924+38.8%

SPECIALTY SOLID WASTE & RECYCLING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIALTY SOLID WASTE & RECYCLING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion