Back to filter
Original filing (PDF)20251015084747NAL0005575520001
KENNAMETAL INC.
Form 5500
FILING_RECEIVED
KENNAMETAL INC. AND UAW INCL. LOC 1059 PENSION PLAN FOR HOURLY RATED PRODUCTION & MAINTENANCE EMPLOYEES
Defined-benefit pension plan
Signals · 1
9 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
88
Participation health
90
Knocking points off
- 68 bps in Schedule C fees — 135% above peer band of 29 bps.
- Highly fragmented vendor stack (9 disclosed providers, 5 categories).
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNAMETAL INC..
Plan sponsor
Name
KENNAMETAL INC.
EIN
25-0900168
Address
1061 RED VENTURES DRIVE · SUITE 175 · FT. MILL, SC · 29707
Phone
(866) 783-4688
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. NATIONAL BANK ASSOCIATION | 31-0841368 | — | TRUSTEE | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | THIRD PARTY ADMIN (TPA) | $33K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $23K | — |
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | — | ACCOUNTING | $8K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 23-1159360 | — | ACTUARY | $20K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS | 48-1140940 | — | INVESTMENT ADV. | $24K | — |
| T. ROWE PRICE ASSOCIATES, INC. | 52-0556948 | — | INVESTMENT ADV. | $2K | — |
| COOK STREET CONSULTING | 84-0854432 | — | CONSULTING | $2K | — |
| BLACKROCK INSTITUTIONAL TRUST CO NA | 94-3112180 | — | INVESTMENT MGMT | $272 | — |
Investments
1 pooled fund· $17.2M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| KENNAMETAL, INC. MASTER TRUST KENNAMETAL INC. · EIN 25-0900168 / PN 011 | Master Trust | $17.2M | 100.0% |