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Original filing (PDF)20251015101933NAL0002134627001
SANDVIK, INC.
Form 5500
FILING_RECEIVED
SANDVIK PENSION PLAN
Defined-benefit pension plan
Signals · 3
38% in single holdingNo recordkeeper disclosed6 service providers
Active participants
371
Accounts w/ balance
—
Plan assets (EOY)
$588.8M
Net assets (EOY)
$588.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
81
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "State Street Global Advisors Intermediate U.S. Credit Index NL Fund" is 38% of plan.
- 19 bps in Schedule C fees — 213% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDVIK, INC..
Plan sponsor
Name
SANDVIK, INC.
EIN
22-1717737
Address
1483 DOGWOOD WAY · MEBANE, NC · 27302
Phone
(919) 304-4212
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
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
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | FIDUCIARY | $520K | — |
| MERCER | 13-2834414 | — | NONE | $463K | — |
| STATE STREET GLOBAL ADVISORS | 04-0025081 | — | NONE | $45K | — |
| CROWE LLP | 35-0921680 | — | NONE | $33K | — |
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $26K | — |
| STATE STREET GLOBAL ADVISORS | 90-0337987 | — | NONE | $21K | — |
Investments
1 direct security · 8 pooled funds· $588.8M(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.
Common Collective Trust
$585.6M
8 holdings
Uncategorized
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA INTERMEDIATE U.S. CREDIT INDEX STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 148 | Common Collective Trust | — | $218.3M | $226.1M | 38.4% | |
| MERCER ACTLONG CORP INVST PORTFOLIO MERCER · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $206.1M | $168.9M | 28.7% | |
| SSGA U.S. LONG GOVERNMENT BOND INDE STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 182 | Common Collective Trust | — | $146.8M | $131.9M | 22.4% | |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $16.2M | $33.1M | 5.6% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $10.1M | $14.3M | 2.4% | |
| SSGA EMERGING MARKETS INDEX NL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 496 | Common Collective Trust | — | $4.5M | $6.1M | 1.0% | |
| MERCER US SMALL/MID CAP GROWTH EQUI MERCER · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $2.4M | $5.2M | 0.9% | |
| Dreyfus Funds Dreyfus Treasury Securities Cash Management | — | — | $3.2M | $3.2M | 0.5% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER · EIN 35-7004395 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% |