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Original filing (PDF)20251013143447NAL0002202240001
GRAFTECH INTERNATIONAL HOLDINGS INC
Form 5500
FILING_RECEIVED
GRAFTECH INTERNATIONAL HOLDINGS INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
48% in single holding
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$76.1M
Net assets (EOY)
$76.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
76
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "[DFE: AON LONG CREDIT BOND FUND (extraction pending)]" is 48% of plan.
- 56 bps in Schedule C fees — 252% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAFTECH INTERNATIONAL HOLDINGS INC.
Plan sponsor
Name
GRAFTECH INTERNATIONAL HOLDINGS INC
EIN
06-1249029
Address
982 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH · 44131
Phone
(216) 676-2681
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $233K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $153K | — |
| KELLEY DRYE & WARREN LLP | — | NEW YORK, NY | NONE | $32K | — |
| MEADEN & MOORE LTD | 34-1818258 | — | NONE | $12K | — |
Investments
3 direct securities · 10 pooled funds· $74.8M(98% 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.
Common Collective Trust
$74.4M
10 holdings
Uncategorized
$446K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON LONG CREDIT BOND FUND- CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | — | $35.9M | 47.2% | |
| AON INTER CREDIT BOND FUND-CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | — | $20.3M | 26.6% | |
| AON LARGE CAP EQUITY INDEX FD- CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | — | — | $5.1M | 6.7% | |
| AON NON-US EQUITY FUND- CLASS I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | — | — | $3.2M | 4.2% | |
| AON GLOBAL EQUITY FUND-CLASS I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | — | — | $3.0M | 4.0% | |
| AON MULTI ASSET CREDIT FUND-CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | — | $2.8M | 3.6% | |
| AON US INTER GOVT BOND INDX FD-CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $2.4M | 3.1% | |
| AON SMALL CAP EQUITY INDEX FD- CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | — | — | $970K | 1.3% | |
| AON HIGH YIELD PLUS FUND-CLASS I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | — | $446K | 0.6% | |
| AON US LONG GOVT BOND INDX FD- CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | — | $267K | 0.4% | |
| PRUDENTIAL STRATEGIC CREDIT FUND | — | — | — | $246K | 0.3% | |
| EVTC/MULTI-ASSET CREDIT FUND II | — | — | — | $185K | 0.2% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $16K | <0.1% |