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Original filing (PDF)20260119083236NAL0001747378001
BOHLER-UDDEHOLM CORPORATION
Form 5500
FILING_RECEIVED
VOESTALPINE HIGH PERFORMANCE METALS RETIREMENT PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.1 mo69% in single holdingNo recordkeeper disclosed
Active participants
550
Accounts w/ balance
743
Plan assets (EOY)
$79.6M
Net assets (EOY)
$79.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.1 months past the 10.5-month grace window.
- Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)]" is 69% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOHLER-UDDEHOLM CORPORATION.
Plan sponsor
Name
BOHLER-UDDEHOLM CORPORATION
EIN
13-1420260
Address
2505 MILLENIUM DRIVE · ELGIN, IL · 601247815
Phone
(905) 812-2577
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP,LLC | — | IRVINE, CA | RETAINED BY EMPLOYER | $55K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $49K | — |
| WIPFLI LLP | 39-0758449 | — | RETAINED BY EMPLOYER | $2K | — |
Investments
1 direct security · 2 pooled funds· $22.1M(28% 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
$16.9M
2 holdings
Uncategorized
$5.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE TRUST COMPANY STABLE VALUE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $11.7M | 14.7% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $5.2M | 6.6% | |
| WINSLOW LARGE CAP GROWTH FUND (CLAS NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5.2M | 6.6% |