Plan Snapshot
- Plan Sponsor: American Allwaste LLC
- Sponsor EIN: 825438904
- Sponsor Address: 826 LINGER LANE, AUSTIN, TX, 787213650
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194 | $6.7M | $480,391 | $899,532 |
| 2023 | 191 | $6.1M | $559,170 | $1.0M |
| 2022 | 213 | $6.0M | $476,179 | $916,194 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $43,288 | — | $43,288 |
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | — | $22,442 | $22,442 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,730
- Estimated Expense Ratio: 0.974% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $43,289 | — | $43,289 | — | — |
| 2023 | $17,522 | — | $17,522 | — | — |
| 2022 | $10,540 | — | — | — | — |