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Original filing (PDF)20251014162719NAL0003283329001
HANDY & HARMAN LTD.
Form 5500
FILING_RECEIVED
WHX PENSION PLAN TRUST
Pooled investment trust — a fund that other plans invest in — not a participant plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$331.5M
Net assets (EOY)
$328.1M
How this plan invests
1 plans
invest in this fund
This trust
pooled vehicle
10 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$331.5M
Net assets (EOY)
$328.1M
Participating plans
1
latest filings citing this trust
Cited interest
$271.4M
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANDY & HARMAN LTD..
Plan sponsor
Name
HANDY & HARMAN LTD.
EIN
13-7086350
Address
590 MADISON AVENUE · 32ND FLOOR · NEW YORK, NY · 10020
Phone
(212) 520-2390
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
2025-10-14
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $193K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT, LLC | 22-3361201 | — | NONE | $594K | — |
| BARES CAPITAL MANAGEMENT, INC. | 74-2961140 | — | NONE | $140K | — |
| GAMCO ASSET MANAGEMENT | 13-4044521 | — | NONE | $92K | — |
| NEUBERGER BERMAN INV. ADVISERS, LLC | — | NEW YORK, NY | NONE | $86K | — |
Investments
10 direct securities· $47K(0% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 15,000.00045,000.00035,000.00035,000.00020,000.00010,000.00070,000.00040,000.00 | — | — | $8K | $9K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 60,526.17047,903.14086,830.99021,984.03071,082.39038,918.490 | — | — | $9K | $8K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 23,531.17023,347.46055,221.19045,425.39029,658.94028,303.71 | — | — | $8K | $6K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 30,000.000 70,000.00020,000.000 | — | — | — | $5K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 20,000.00020,000.00020,000.00018,000.00013,000.00025,000.00017,000.00012,000.00023,000.00015,000.00 | — | — | $3K | $4K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 21,329.40084,463.48069,539.94035,805.66055,898.19022,747.56022,962.13038,090.45062,705.58 | — | — | $2K | $4K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 25,000.00025,000.00013,000.00010,000.00095,000.00050,000.00045,000.00047,467.00025,000.00 | — | — | $1K | $4K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 48,458.98050,675.10043,027.55027,788.16064,137.26090,764.16071,457.87067,496.97 | — | — | $2K | $3K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 74,555.02069,979.48060,573.55043,196.98047,248.84043,363.30041,561.78024,610.83042,766.46058,505.50 | — | — | $5K | $2K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 48,000.00057,000.00048,000.00091,000.000 | — | — | — | $2K | <0.1% |
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