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Original filing (PDF)20251013154018NAL0003411442001
CHROMALLOY CORPORATION
Form 5500
FILING_RECEIVED
CHROMALLOY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,585
Accounts w/ balance
2,518
Plan assets (EOY)
$324.4M
Net assets (EOY)
$324.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 55% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHROMALLOY CORPORATION.
Plan sponsor
Name
CHROMALLOY CORPORATION
EIN
13-1885030
Address
4100 RCA BLVD · PALM BEACH GARDENS, FL · 33410
Phone
(561) 935-3571
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
083
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $318K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $145K | — |
| CROWE LLP | 35-0921680 | — | NONE | $39K | — |
Investments
23 direct securities · 1 pooled fund· $324.4M(100% 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.
Uncategorized
$249.0M
22 holdings
Mutual Funds
$51.4M
1 holding
Common Collective Trust
$24.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Vanguard Group Inc. Vanguard Institutional Index Fund # | Mutual Funds | — | — | $51.4M | 15.8% | |
| Vanguard Group Inc. Vanguard Total Stock Market Index Fund Inst’l # | — | — | — | $45.3M | 14.0% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $24.1M | 7.4% | |
| Vanguard Group Inc. Vanguard Growth Index Fund Inst’l # | — | — | — | $23.0M | 7.1% | |
| Vanguard Group Inc. Vanguard Total Bond Market Index Fund Inst’l # | — | — | — | $18.2M | 5.6% | |
| Vanguard Group Inc. Vanguard Total International Stock Index Fund # | — | — | — | $17.4M | 5.4% | |
| Vanguard Group Inc. Vanguard Target Retirement 2035 Fund Inst’l # | — | — | — | $16.8M | 5.2% | |
| Vanguard Group Inc. Vanguard Target Retirement 2025 Fund Inst’l # | — | — | — | $16.5M | 5.1% | |
| Vanguard Group Inc. Vanguard Life Strategy Moderate Growth Fund # | — | — | — | $14.9M | 4.6% | |
| Vanguard Group Inc. Vanguard Target Retirement 2030 Fund Inst’l # | — | — | — | $12.6M | 3.9% | |
| Vanguard Group Inc. Vanguard Small-Cap Index Fund Inst’l # | — | — | — | $12.0M | 3.7% | |
| Vanguard Group Inc. Vanguard Target Retirement 2045 Fund Inst’l # | — | — | — | $10.5M | 3.2% | |
| Vanguard Group Inc. Vanguard Value Index Fund Inst’l # | — | — | — | $9.9M | 3.0% | |
| Vanguard Group Inc. Vanguard Federal Money Market Fund # | — | — | — | $9.5M | 2.9% | |
| Vanguard Group Inc. Vanguard Target Retirement 2040 Fund Inst’l # | — | — | — | $8.0M | 2.5% | |
| Vanguard Group Inc. Vanguard Target Retirement 2050 Fund Inst’l # | — | — | — | $7.4M | 2.3% | |
| Vanguard Group Inc. Vanguard Mid-Cap Index Fund Inst’l # | — | — | — | $6.9M | 2.1% | |
| Vanguard Group Inc. Vanguard Target Retirement 2055 Fund Inst’l # | — | — | — | $6.1M | 1.9% | |
| Vanguard Group Inc. Vanguard Target Retirement Income Fund Inst’l # | — | — | — | $4.0M | 1.2% | |
| Notes Receivable from Participants * Participant Loans Loans, maturing through 2039, interest rates ranging from 4.25% - 9.50% # | — | — | — | $3.9M | 1.2% | |
| Vanguard Group Inc. Vanguard Target Retirement 2020 Fund Inst’l # | — | — | — | $2.3M | 0.7% | |
| Vanguard Group Inc. Vanguard Target Retirement 2060 Fund Inst’l # | — | — | — | $2.2M | 0.7% | |
| Vanguard Group Inc. Vanguard Target Retirement 2065 Fund Inst’l # | — | — | — | $1.2M | 0.4% | |
| Vanguard Group Inc. Vanguard Target Retirement 2070 Fund Inst’l # | — | — | — | $168K | <0.1% |
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