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Original filing (PDF)20251009131014NAL0006629761001
LIBBEY GLASS LLC
Form 5500
FILING_RECEIVED
LIBBEY SUPPLEMENTAL RETIREMENT PLAN
401(k) retirement plan
Signals · 1
75% in single holding
Active participants
675
Accounts w/ balance
704
Plan assets (EOY)
$41.4M
Net assets (EOY)
$41.4M
How this plan invests
This plan
3 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)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: LARGE CAP GROWTH/JENNISON FUND (no filing on disk)]" is 75% of plan.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBBEY GLASS LLC.
Plan sponsor
Name
LIBBEY GLASS LLC
EIN
22-2784107
Address
300 MADISON AVENUE · TOLEDO, OH · 436990060
Phone
(419) 325-2100
Industry
Manufacturingsee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $55K | — |
Investments
3 pooled funds· $6.3M(15% 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.
Pooled Separate Account
$4.7M
2 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 20-1978950 / PN 408 | Pooled Separate Account | — | — | $4.7M | 11.4% | |
| JPMCB STABLE ASSET INCOME F JPMORGAN CHASE BANK, N.A. · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 20-1978950 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% |
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