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Original filing (PDF)20251013135535NAL0001369969001
ELLIOTT COMPANY
Form 5500
FILING_RECEIVED
ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN
401(k) retirement plan
Active participants
1,347
Accounts w/ balance
1,986
Plan assets (EOY)
$395.9M
Net assets (EOY)
$395.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIOTT COMPANY.
Plan sponsor
Name
ELLIOTT COMPANY
EIN
25-1555755
Address
901 NORTH FOURTH STREET · JEANNETTE, PA · 156441473
Phone
(724) 600-8231
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
SISTERSON AND CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $91K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $72K | — |
Investments
21 direct securities · 2 pooled funds· $415.6M(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
$338.6M
20 holdings
Mutual Funds
$52.5M
1 holding
Common Collective Trust
$24.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * The Vanguard Group Vanguard Index Fund Institutional Shares | Mutual Funds | — | — | $52.5M | 13.2% | |
| The Vanguard Group Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $48.3M | 12.2% | |
| The Vanguard Group Vanguard Windsor II Fund Investor Shares | — | — | — | $29.5M | 7.4% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $27.4M | 6.9% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $26.9M | 6.8% | |
| Common collective trust fund * The Vanguard Group Vanguard Retirement Savings Trust | — | — | — | $24.5M | 6.2% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $24.5M | 6.2% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund | — | — | — | $23.5M | 5.9% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $22.9M | 5.8% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $22.8M | 5.7% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $19.6M | 5.0% | |
| The Vanguard Group Vanguard International Growth Fund Admiral Shares | — | — | — | $17.5M | 4.4% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund Institutional Shares | — | — | — | $16.5M | 4.2% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $13.2M | 3.3% | |
| The Vanguard Group Vanguard Small-Cap Index Fund Institutional Shares | — | — | — | $12.3M | 3.1% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $9.9M | 2.5% | |
| The Vanguard Group Vanguard Target Retirement Income | — | — | — | $8.0M | 2.0% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $5.8M | 1.5% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $5.6M | 1.4% | |
| Money market account * The Vanguard Group Vanguard Cash Reserve Federal Money Market Fund Admiral Shares | — | — | — | $2.7M | 0.7% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund | — | — | — | $1.5M | 0.4% | |
| The Vanguard Group Vanguard Target Retirement 2070 Fund | — | — | — | $255K | <0.1% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |