Original filing (PDF)20260323142304NAL0001412017001

Clarion Sintered Metals, Inc.

Name: Clarion Sintered Metals, Inc. — Clarion Sintered, Form 5500 (2024)
Creator: Clarion Sintered Metals, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Clarion Sintered Metals, Inc. Hourly Employees 401(k) Plan

401(k) retirement plan · Clarion Sintered Metals, Inc.'s Clarion Sintered Metals, Inc. Hourly Employees 401(k) Plan held $2.2M in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

129

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARION SINTERED METALS, INC..

Plan sponsor

Name

CLARION SINTERED METALS, INC.

EIN

25-1474829all filings

Address

3472 MONTMORENCI ROAD · RIDGWAY, PA · 158530320

Phone

(814) 773-3124

Industry

Manufacturing

Plan administrator

Name

CLARION SINTERED METALS, INC.

EIN

25-1474829

City

RIDGWAY, PA

Phone

(814) 773-3124

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES	59-1237041	OIL CITY, PA	INVESTMENT ADVISOR	$10K	—

Investments

17 direct securities· $2.2M(100% of reported assets)

Mutual Funds

$2.1M

16 holdings

Bonds / Notes

$25K

1 holding

					% of plan
American Funds American Funds 2035 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$364K	16.8%
American Funds American Funds 2030 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$339K	15.6%
American Funds American Funds The Growth Fund of America Class R3	Mutual Funds	—	—	$223K	10.3%
American Funds American Funds 2055 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$191K	8.8%
American Funds American Funds 2045 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$190K	8.8%
American Funds American Funds 2025 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$160K	7.4%
American Funds American Funds 2040 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$155K	7.1%
American Funds American Funds 2060 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$129K	6.0%
American Funds American Funds 2070 Target Date Retirement Fund Class R3 ** 418 * American Funds American Funds Washington Mutual Investors Fund Class R3	Mutual Funds	—	—	$93K	4.3%
American Funds American Funds American Balanced Fund Class R3	Mutual Funds	—	—	$76K	3.5%
American Funds American Funds 2050 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$73K	3.4%
s * American Funds American Funds 2015 Target Date Retirement Fund Class R3 ** 815 * American Funds American Funds 2020 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$52K	2.4%
American Funds American Funds 2065 Target Date Retirement Fund Class R3	Mutual Funds	—	—	$37K	1.7%
American Funds American Funds Investment Company of America Class R3	Mutual Funds	—	—	$29K	1.3%
Notes Receivable from Participants * Participant Loans Various maturity dates through April 2030; interest rates from 8.50% to 9.50% -	Bonds / Notes	—	—	$25K	1.1%
Money Market Fund * American Funds American Funds U.S. Government Money Market Fund Class R3	Mutual Funds	—	—	$23K	1.1%
American Funds American Funds New Perspective Fund Class R3	Mutual Funds	—	—	$8K	0.4%