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Original filing (PDF)20250922085659NAL0005796896001
EAGLEPICHER TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
EAGLEPICHER RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
753
Accounts w/ balance
989
Plan assets (EOY)
$83.7M
Net assets (EOY)
$83.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLEPICHER TECHNOLOGIES, LLC.
Plan sponsor
Name
EAGLEPICHER TECHNOLOGIES, LLC
EIN
20-4606134
Address
425 S.WOODS MILL RD, SUITE 250 · ST. LOUIS, MO · 63017
Phone
(314) 797-8600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $89K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $40K | — |
| CHARLES SCHWAB & CO. INC | 94-1737782 | — | NONE | $202 | — |
Investments
20 direct securities · 13 pooled funds· $118.2M(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
$74.7M
20 holdings
Common Collective Trust
$43.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | — | — | — | $11.8M | 14.1% | |
| SCHWAB MANAGED RET 2040 CL IV Common Collective Trust Fund | — | — | — | $11.7M | 14.0% | |
| SCHWAB MANAGED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $11.7M | 14.0% | |
| SCHWAB MANAGED RET 2030 CL IV Common Collective Trust Fund | — | — | — | $11.4M | 13.6% | |
| SCHWAB MANAGED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $11.4M | 13.6% | |
| BROWN ADVISORY SUSTAIN GROWTHI Registered Investment Company | — | — | — | $5.1M | 6.1% | |
| MORLEY STABLE VALUE FUND Common Collective Trust Fund | — | — | — | $4.9M | 5.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.9M | 5.9% | |
| T Rowe Price New Horizons I | — | — | — | $4.3M | 5.1% | |
| JP Morgan Midcap Value Institutional | — | — | — | $3.5M | 4.1% | |
| JPMORGAN MID CAP VALUE R6 Registered Investment Company | — | — | — | $3.5M | 4.1% | |
| SCHWAB MANAGED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $3.4M | 4.1% | |
| American Funds Europacific Growth R6 | — | — | — | $3.4M | 4.0% | |
| Metropolitan West TTL RTN BD P | — | — | — | $2.8M | 3.4% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $2.3M | 2.8% | |
| Personal choice retirement | — | — | — | $2.3M | 2.8% | |
| SCHWAB MANAGED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $2.0M | 2.3% | |
| SCHWAB MANAGED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| SCHWAB MANAGED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| SCHWAB MANAGED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| Neuberger Berman MCP Growth Institutional | — | — | — | $1.7M | 2.0% | |
| Vanguard Equity Income Admiral | — | — | — | $1.5M | 1.8% | |
| SCHWAB MANAGED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| SCHWAB MANAGED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| DFA U.S. Targeted Value CL I | — | — | — | $1.3M | 1.6% | |
| SCHWAB MANAGED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| Clearbridge Appreciation I | — | — | — | $1.3M | 1.5% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $1.1M | 1.4% | |
| SCHWAB MANAGED RET INC CL IV Common Collective Trust Fund | — | — | — | $328K | 0.4% | |
| SCHWAB MANAGED RETIREMENT INC CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $328K | 0.4% | |
| SCHWAB MANAGED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $321K | 0.4% | |
| Schwab Managed Retirement 2015 CL IV | — | — | — | $321K | 0.4% | |
| American Century Small Cap Select Instl | — | — | — | $160K | 0.2% |
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