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Original filing (PDF)20251015162348NAL0006912672001
ALSTOM TRANSPORT HOLDING US INC.
Form 5500
FILING_RECEIVED
ALSTOM TRANSPORTATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 4
27% in single holding~85 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
668
Accounts w/ balance
—
Plan assets (EOY)
$224.5M
Net assets (EOY)
$224.5M
How this plan invests
This plan
9 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "WILLIS TOWERS WATSON WILLIS TOWERS WATSON GROUP TRUST DIVERSIFIED EQUITY FUND" is 27% of plan.
- 85 bps in Schedule C fees — 746% 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 ALSTOM TRANSPORT HOLDING US INC..
Plan sponsor
Name
ALSTOM TRANSPORT HOLDING US INC.
EIN
20-3999346
Address
1251 WATERFRONT PLACE · PITTSBURGH, PA · 15222
Phone
(412) 803-8200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $1.1M | — |
| J.P. MORGAN CHASE & CO. | 13-4994650 | — | NONE | $231K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | NONE | $105K | — |
| BLACKROCK | 99-1116001 | — | NONE | $92K | — |
| INSERO & CO. CPAS, LLP | 47-5324570 | — | NONE | $84K | — |
| TELUS HEALTH | — | — | NONE | $60K | — |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | 13-3575636 | — | NONE | $58K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $53K | — |
| VERRILL DANA, LLP | 01-0176171 | — | NONE | $44K | — |
| RBC GLOBAL ASSET MANAGEMENT UK LTD | — | — | NONE | $39K | — |
| UNIGESTION (UK) LTD. | — | — | NONE | $20K | — |
| WEBSTER BANK, N.A. | 06-0273620 | — | NONE | $19K | — |
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $12K | — |
Investments
1 direct security · 9 pooled funds· $213.1M(95% 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
$209.5M
9 holdings
Uncategorized
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTW GT DIVERSIFIED EQUITY FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | — | $54.1M | $58.3M | 26.0% | |
| WTW GT DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $44.9M | $47.7M | 21.3% | |
| WTW GT REAL ASSET FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | — | $41.3M | $42.3M | 18.9% | |
| TSY US 25+ YR KEY RATE DURATION FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $30.9M | $26.9M | 12.0% | |
| LONG U.S. GOVT BOND INDX NL (CM1D) STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | $10.0M | $9.9M | 4.4% | |
| INTERMED U.S. GOVT BD IND NL (CM1E) STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | — | $7.1M | $7.3M | 3.3% | |
| TSY US 20 YR KEY RATE DURATION FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $7.5M | $6.7M | 3.0% | |
| TSY US 15 YR KEY RATE DURATION FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $7.0M | $6.1M | 2.7% | |
| TSY US 10 YR KEY RATE DURATION FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $4.7M | $4.2M | 1.8% | |
| Money Market Fund BLACKROCK T-FUND INST SHARES FUND 30 | — | — | $3.6M | $3.6M | 1.6% |