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Original filing (PDF)20251014140244NAL0003101713001
AGY HOLDING CORP.
Form 5500
FILING_RECEIVED
AGY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
530
Accounts w/ balance
487
Plan assets (EOY)
$35.9M
Net assets (EOY)
$35.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGY HOLDING CORP..
Plan sponsor
Name
AGY HOLDING CORP.
EIN
20-0420637
Address
2556 WAGENER ROAD · AIKEN, SC · 29801
Phone
(803) 643-1264
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | INVESTMENT ADVISOR | $57K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
29 direct securities · 1 pooled fund· $35.9M(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
$35.6M
29 holdings
Common Collective Trust
$286K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $5.3M | 14.7% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $3.4M | 9.4% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $2.7M | 7.7% | |
| American Funds Target Date 2025 R6 | — | — | — | $2.4M | 6.7% | |
| American Funds Target Date 2030 R6 | — | — | — | $2.3M | 6.3% | |
| Fidelity Investments Low-Priced Stock K Fund | — | — | — | $2.1M | 5.8% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $1.9M | 5.3% | |
| American Funds Target Date 2035 R6 | — | — | — | $1.9M | 5.3% | |
| American Funds Target Date 2040 R6 | — | — | — | $1.7M | 4.6% | |
| American Funds Target Date 2050 R6 | — | — | — | $1.5M | 4.1% | |
| American Funds Target Date 2020 R6 | — | — | — | $1.4M | 4.0% | |
| Notes receivable from participants 3.25% - 8.50% | — | — | — | $1.2M | 3.4% | |
| American Funds Target Date 2045 R6 | — | — | — | $1.1M | 3.1% | |
| Columbia Dividend Income Fund | — | — | — | $985K | 2.7% | |
| Fidelity Investments Puritan Fund K Fund | — | — | — | $937K | 2.6% | |
| Vanguard Small Cap Value Index Admiral Shares Fund | — | — | — | $801K | 2.2% | |
| Fidelity Investments Diversified International K Fund | — | — | — | $754K | 2.1% | |
| Fidelity Investments Investment Grade Bond Fund | — | — | — | $641K | 1.8% | |
| American Funds Target Date 2055 R6 | — | — | — | $591K | 1.6% | |
| Invesco Discover Fund Class R6 | — | — | — | $546K | 1.5% | |
| American Funds Target Date 2060 R6 | — | — | — | $379K | 1.1% | |
| Janus Henderson VIT Enterprise Portoflio Institutional Class Fund | — | — | — | $356K | 1.0% | |
| Dodge & Cox Funds International Stock Fund | — | — | — | $342K | 1.0% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $286K | 0.8% | |
| American Funds Target Date 2010 R6 | — | — | — | $151K | 0.4% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $145K | 0.4% | |
| Fidelity Investments Global ex U.S. Index Fund | — | — | — | $90K | 0.3% | |
| Fidelity Investments Mid Cap Index | — | — | — | $56K | 0.2% | |
| American Funds Target Date 2065 R6 | — | — | — | $33K | <0.1% | |
| American Funds Target Date 2015 R6 | — | — | — | $1K | <0.1% |
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