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Original filing (PDF)20251009105629NAL0003510803001
THYSSENKRUPP NORTH AMERICA, LLC
Form 5500
FILING_RECEIVED
THYSSENKRUPP 401(K) PLAN NORTH AMERICA
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,545
Accounts w/ balance
3,429
Plan assets (EOY)
$384.0M
Net assets (EOY)
$384.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THYSSENKRUPP NORTH AMERICA, LLC.
Plan sponsor
Name
THYSSENKRUPP NORTH AMERICA, LLC
EIN
22-2393554
Address
9450 SW GEMINI DR. · SUITE 28424 · BEAVERTON, OR · 97008
Phone
(312) 525-3192
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $189K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRA GROUP | 58-1989031 | — | INVESTMENT ADVISOR | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $22K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW | 36-2152202 | — | ATTORNEY/LEGAL | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities · 15 pooled funds· $388.6M(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
$258.3M
25 holdings
Common Collective Trust
$126.4M
15 holdings
Common Stocks
$3.8M
1 holding
CORPORATE BOND
$59K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO K6 | — | 2,741,403.471 | $54.4M | $83.4M | 21.7% | |
| FID 500 INDEX | — | 255,659.793 | $35.8M | $52.2M | 13.6% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | 720,985.265 | $16.8M | $18.7M | 4.9% | |
| FID CONTRAFUND K6 | — | 581,204.258 | $12.8M | $18.1M | 4.7% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | 591,240.926 | $14.9M | $17.3M | 4.5% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | 501,724.625 | $12.6M | $15.7M | 4.1% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | 499,623.013 | $12.7M | $15.4M | 4.0% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | 459,132.019 | $11.5M | $14.3M | 3.7% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | 383,893 | $10.0M | $12.3M | 3.2% | |
| FID BALANCED K | — | 400,806.176 | $11.1M | $11.8M | 3.1% | |
| FID MID CAP IDX | — | 334,323.184 | $9.4M | $11.3M | 2.9% | |
| TRP MID CAP GROWTH I | — | 110,477.815 | $11.6M | $11.1M | 2.9% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | 400,134.315 | $9.1M | $10.0M | 2.6% | |
| FID TREASURY ONLY MM | — | 9,003,489.71 | $9.0M | $9.0M | 2.3% | |
| MIP II CL 1 | — | 8,588,062.79 | $8.6M | $8.6M | 2.2% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $8.1M | 2.1% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $7.5M | 2.0% | |
| FID US BOND IDX | — | 731,595.609 | $7.6M | $7.5M | 1.9% | |
| PUTN LG CAP VAL R6 | — | 179,506.421 | $6.1M | $6.2M | 1.6% | |
| CB INTL GRTH I | — | 93,976.511 | $6.3M | $6.1M | 1.6% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | 227,609.299 | $4.3M | $5.2M | 1.3% | |
| FID SM CAP IDX | — | 168,371.207 | $4.1M | $4.7M | 1.2% | |
| PIF HIGH YLD INST | — | 620,955.384 | $4.2M | $4.2M | 1.1% | |
| VICTORY S EST VAL R6 | — | 84,542.694 | $3.8M | $3.9M | 1.0% | |
| COMMON STOCK | Common Stocks | — | $3.0M | $3.8M | 1.0% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | 132,759.299 | $2.7M | $3.0M | 0.8% | |
| FID SMALL CAP GR K6 | — | 168,946.85 | $2.6M | $3.0M | 0.8% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | 130,133.7 | $2.1M | $2.2M | 0.6% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | 130,856.134 | $1.9M | $2.1M | 0.6% | |
| FID EMERGING MKTS K | — | 47,445.498 | $1.7M | $1.8M | 0.5% | |
| CASH | — | — | $1.6M | $1.6M | 0.4% | |
| UM BEHAVIORAL VAL R6 | — | 18,755.809 | $1.5M | $1.6M | 0.4% | |
| DODGE & COX INT SK X | — | 29,751.711 | $1.4M | $1.5M | 0.4% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | 55,751.013 | $1.1M | $1.2M | 0.3% | |
| J H DEV WORLD BOND I | — | 140,159.395 | $1.2M | $1.1M | 0.3% | |
| FID TOTAL INTL IDX | — | 75,877.452 | $1.0M | $1.0M | 0.3% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | 43,516.501 | $865K | $961K | 0.3% | |
| FIDELITY FUND | — | — | $598K | $666K | 0.2% | |
| EXTERNAL FUND | — | — | $293K | $335K | <0.1% | |
| GOVERNMENT BOND | — | — | $293K | $285K | <0.1% | |
| CORPORATE BOND | CORPORATE BOND | — | $60K | $59K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
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