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Original filing (PDF)20251015130056NAL0009706146001
MOMENTIVE PERFORMANCE MATERIALS INC
Form 5500
FILING_RECEIVED
MOMENTIVE PERFORMANCE MATERIALS INC. PENSION PLAN
Defined-benefit pension plan
Signals · 4
89% in single holding~82 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
612
Accounts w/ balance
—
Plan assets (EOY)
$134.7M
Net assets (EOY)
$134.5M
How this plan invests
This plan
15 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Common collective trusts" is 89% of plan.
- 82 bps in Schedule C fees — 715% 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 MOMENTIVE PERFORMANCE MATERIALS INC.
Plan sponsor
Name
MOMENTIVE PERFORMANCE MATERIALS INC
EIN
20-5748297
Address
2750 BALLTOWN ROAD · SCHENECTADY, NY · 12309
Phone
(844) 540-0444
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $633K | — |
| OCTOBER THREE CONSULTING LLC | — | CHICAGO, IL | NONE | $243K | — |
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $107K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $71K | — |
| CROWE LLP | 35-0921680 | — | NONE | $39K | — |
| MORGAN LEWIS & BOCKIUS LLP | — | CHICAGO, IL | NONE | $3K | — |
| LIFEWORKS (US) LTD | 52-1883918 | — | NONE | $2K | — |
Investments
2 direct securities · 15 pooled funds· $249.5M(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
$131.8M
2 holdings
Common Collective Trust
$117.7M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Common collective trusts | — | — | — | $117.7M | 87.4% | |
| WTW GROUP TRUST DIVERSIFIED EQUITY TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | — | — | $34.2M | 25.4% | |
| WTW GROUP TRUST DIVERSIFIED CREDIT TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | — | $20.6M | 15.3% | |
| WTW GROUP TRUST REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | — | — | $19.4M | 14.4% | |
| Commingled funds | — | — | — | $14.1M | 10.5% | |
| TREASURY US 25PLUS YR KEY RATE DURA BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | — | $9.1M | 6.7% | |
| STATE STREET LONG US GOVT BOND INDE STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | — | $6.4M | 4.7% | |
| SEI GLOBAL PRIVATE ASSETS IV CIT SEI · EIN 81-5067490 / PN 103 | Common Collective Trust | — | — | $6.3M | 4.7% | |
| EB TEMP INV FUND BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $5.3M | 3.9% | |
| TREASURY US 15 YR KEY RATE DURATION BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | — | $4.2M | 3.1% | |
| TREASURY US 20 YR KEY RATE DURATION BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.8% | |
| TREASURY US 10 YR KEY RATE DURATION BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | — | $3.6M | 2.7% | |
| STATE STREET INTERMEDIATE US GOVT B STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | — | — | $2.8M | 2.1% | |
| SEI SECONDARY OPPORTUNITY FUND I CI SEI · EIN 88-1328306 / PN 159 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| SEI ENERGY DEBT CIT SEI · EIN 47-4093583 / PN 082 | Common Collective Trust | — | — | $603K | 0.4% | |
| SEI STRUCTURED CREDIT COLLECTIVE FD SEI · EIN 75-3251893 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| SEI SPECIAL SITUATIONS CIT SEI · EIN 27-0977453 / PN 038 | Common Collective Trust | — | — | $0 | <0.1% |
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