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Original filing (PDF)20251013153812NAL0003504706001

GENERAL WIRE SPRING COMPANY

Form 5500
FILING_RECEIVED
GENERAL WIRE SPRING COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES
Defined-benefit pension plan
Signals · 1
14% employer stock
Active participants
36
Accounts w/ balance
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
472 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
86
/ 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
88
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
  • 14% of plan in employer / sponsor stock.
  • 62 bps in Schedule C fees — 115% above peer band of 29 bps.
  • Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL WIRE SPRING COMPANY.
Plan sponsor
Name
GENERAL WIRE SPRING COMPANY
EIN
25-1646143
Address
1101 THOMPSON AVE · MC KEES ROCKS, PA · 151363899
Phone
(412) 771-6300
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
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
KRAULAND & MABON, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
PNC BANK, N.A.25-1211909NONE$59K
DUNBAR, BENDER, & ZAPF, INC.25-1650062NONE$9K

Investments

414 direct securities· $10.0M(93% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Ishares S&P 500 Index Fund Mutual Funds / Equity$628K$1.2M11.6%
Federated Government Obl Cash / Equivalents$458K$458K4.3%
Wisdomtree U.S. Quality Divi ETF Mutual Funds / Equity$249K$326K3.0%
USA Treasury Notes 2.875% Due 08/15/2028 US Government Securities$312K$314K2.9%
American Growth Fund of America Mutual Funds / Equity$176K$313K2.9%
Ishares Core MSCI EAFE Etf Mutual Funds / Equity$273K$273K2.5%
Dodge & Cox Stk Fd Mutual Funds / Equity$148K$258K2.4%
USA Treasury Notes 1.625% Due 11/30/2026 US Government Securities$240K$248K2.3%
Ishares MSCI USA Quality Factor ETF Mutual Funds / Equity$174K$242K2.2%
USA Treasury Notes 2.375% Due 05/15/2027 US Government Securities$238K$235K2.2%
Ishares Russell 1000 Growth ETF Mutual Funds / Equity$150K$218K2.0%
USA Treasury Notes 1.125% Due 02/15/2031 US Government Securities$224K$215K2.0%
USA Treasury Notes 2.750% Due 02/15/2028 US Government Securities$184K$181K1.7%
USA Treasury Notes 1.875% Due 02/15/2032 US Government Securities$182K$181K1.7%
USA Treasury Notes 0.625% Due 05/15/2030 US Government Securities$182K$176K1.6%
USA Treasury Notes 3.875% Due 08/15/2033 US Government Securities$176K$171K1.6%
USA Treasury Notes 2.375% Due 05/15/2029 US Government Securities$152K$152K1.4%
USA Treasury Notes 1.625% Due 05/15/2026 US Government Securities$132K$130K1.2%
USA Treasury Notes 4.375% Due 05/15/2034 US Government Securities$132K$128K1.2%
Ishares Core MSCI Emerging ETF Mutual Funds / Equity$125K$123K1.1%
USA Treasury Notes 0.375% Due 09/30/2027 US Government Securities$108K$108K1.0%
USA Treasury Notes 1.625% Due 08/15/2029 US Government Securities$106K$107K1.0%
USA Treasury Notes 1.125% Due 02/28/2027 US Government Securities$68K$70K0.7%
USA Treasury Notes 1.500% Due 02/15/2030 US Government Securities$53K$52K0.5%
Toyota Auto Receivables Owner Series 2024 5.330% Due 01/16/2029 Corporate Notes/Bonds$50K$51K0.5%
FNMA 4.500% Due 08/01/2052 US Government Securities$52K$50K0.5%
USA Treasury Notes 2.875% Due 05/15/2028 US Government Securities$47K$48K0.4%
USA Treasury Notes 1.875% Due 06/30/2026 US Government Securities$44K$45K0.4%
USA Treasury Notes 0.875% Due 09/30/2026 US Government Securities$43K$45K0.4%
USA Treasury Notes 3.250% Due 06/30/2027 US Government Securities$45K$45K0.4%
USA Treasury Notes 4.125% Due 09/30/2027 US Government Securities$46K$45K0.4%
USA Treasury Notes 1.750% Due 03/15/2025 US Government Securities$42K$45K0.4%
USA Treasury Notes 2.875% Due 06/15/2025 US Government Securities$43K$45K0.4%
Morgan Stanley Var% Due 01/24/2029 Corporate Notes/Bonds$50K$43K0.4%
USA Treasury Notes 0.375% Due 12/31/2025 US Government Securities$40K$43K0.4%
USA Treasury Notes 3.500% Due 09/15/2025 US Government Securities$39K$40K0.4%
Goldman Sachs Group Inc Var% Due 10/21/2027 Corporate Notes/Bonds$35K$38K0.4%
FNMA 5.500% Due 10/01/2052 US Government Securities$36K$36K0.3%
FNMA 5.000% Due 10/01/2052 US Government Securities$35K$36K0.3%
Verizon Master Trust Series 2022 3.830% Due 11/20/2028 Corporate Notes/Bonds$35K$35K0.3%
USA Treasury Notes 4.125% Due 07/31/2028 US Government Securities$35K$35K0.3%
FNMA 4.000% Due 05/01/2049 US Government Securities$31K$32K0.3%
USA Treasury Notes 5.250% Due 02/15/2029 US Government Securities$32K$31K0.3%
Federal Home Loan Mtg Corp 5.000% Due 10/01/2052 US Government Securities$32K$31K0.3%
Citigroup Inc Sub 3.875% Due 03/26/2025 Corporate Notes/Bonds$29K$30K0.3%
Canadian Imperial Bank Var% 09/11/2027 Corporate Notes/Bonds$30K$30K0.3%
Toyota Motor Credit Corp UNSC 4.650% Due 01/05/2029 Corporate Notes/Bonds$30K$30K0.3%
Bank of Nova Scotia Var% Due 09/08/2028 Corporate Notes/Bonds$30K$30K0.3%
Brookfield Corp Common Stock$15K$28K0.3%
Bank of America Corp Var% Due 06/14/2029 Corporate Notes/Bonds$29K$27K0.3%
FNMA 2.000% Due 01/01/2036 US Government Securities$31K$27K0.2%
Transdigm Group Inc Common Stock$13K$27K0.2%
FNMA 1.500% Due 12/01/2035 US Government Securities$31K$26K0.2%
JPMorgan Chase & Co Var% Due 04/22/2031 Corporate Notes/Bonds$28K$26K0.2%
Bristol‐Myers Squibb Co 5.750% Due 02/01/2031 Corporate Notes/Bonds$25K$26K0.2%
Copart Inc Common Stock$11K$26K0.2%
Ameriprise Financial Inc 5.700% Due 12/15/2028 Corporate Notes/Bonds$25K$26K0.2%
Hilton Worldwide Hldgs ‐ W/I Common Stock$10K$26K0.2%
Amazon.com Inc 2.100% Due 05/12/2031 Corporate Notes/Bonds$30K$26K0.2%
Florida Power & Light Co 2.450% Due 02/03/2032 Corporate Notes/Bonds$30K$25K0.2%
Toronto‐Dominion Bank 5.532% Due 07/17/2026 Corporate Notes/Bonds$25K$25K0.2%
CNH Equipment Trust Series 2023 4.810% Due 08/15/2028 Corporate Notes/Bonds$25K$25K0.2%
Global Payments Inc 4.950% Due 08/15/2027 Corporate Notes/Bonds$24K$25K0.2%
Abbvie Inc 4.950% Due 03/15/2031 Corporate Notes/Bonds$25K$25K0.2%
Duke Energy Progress LLC 2.000% Due 08/15/2031 Corporate Notes/Bonds$30K$25K0.2%
HF Sinclair Corp 5.000% Due 02/01/2028 Corporate Notes/Bonds$25K$25K0.2%
Heico Corp New Cl A Common Stock$15K$24K0.2%
Sierra Pacific Power Co 2.600% Due 05/01/2026 Corporate Notes/Bonds$24K$24K0.2%
Connecticut Light & Pwr 3.200% Due 03/15/2027 Corporate Notes/Bonds$27K$24K0.2%
FNMA 4.000% Due 07/01/2052 US Government Securities$25K$24K0.2%
O Reilly Automotive Inc Common Stock$10K$24K0.2%
USA Treasury Notes 1.500% Due 01/31/2027 US Government Securities$23K$24K0.2%
FNMA 4.500% Due 07/01/2048 US Government Securities$23K$23K0.2%
FNMA 2.000% Due 03/01/2031 US Government Securities$25K$23K0.2%
USA Treasury Notes 1.750% Due 01/31/2029 US Government Securities$23K$23K0.2%
FNMA 2.500% Due 08/01/2051 US Government Securities$28K$22K0.2%
USA Treasury Notes 1.750% Due 11/15/2029 US Government Securities$22K$22K0.2%
Federal Home Loan Mtg Corp 5.500% Due 10/01/2052 US Government Securities$22K$22K0.2%
Federal Home Loan Mtg Corp 5.500% Due 11/01/2052 US Government Securities$20K$20K0.2%
US Bancorp Var% Due 06/12/2034 Corporate Notes/Bonds$20K$20K0.2%
Verizon Master Trust Series 2024 5.340% Due 04/22/2030 Corporate Notes/Bonds$20K$20K0.2%
USA Treasury Notes 0.625% Due 08/15/2030 US Government Securities$21K$20K0.2%
JPMorgan Chase & Co Var% Due 07/24/2029 Corporate Notes/Bonds$20K$20K0.2%
FNMA 2.000% Due 02/01/2036 US Government Securities$24K$20K0.2%
Bank of Montreal Sedol 5.203% Due 02/01/2028 Corporate Notes/Bonds$20K$20K0.2%
FNMA 2.500% Due 09/01/2050 US Government Securities$26K$20K0.2%
Honda Auto Receivables Owner T Series 2023 4.660% Due 11/15/2027 Corporate Notes/Bonds$20K$20K0.2%
Royal Bank of Canada Var% Due 07/23/2027 Corporate Notes/Bonds$20K$20K0.2%
JPMorgan Chase & Co Var% Due 07/22/2028 Corporate Notes/Bonds$20K$20K0.2%
GM Financial Securitized Term Series 2023 4.470% Due 02/16/2028 Corporate Notes/Bonds$20K$20K0.2%
FNMA 2.500% Due 02/01/2035 US Government Securities$22K$20K0.2%
Huntington Bancshares Var% Due 08/04/2028 Corporate Notes/Bonds$19K$20K0.2%
Fox Corp 4.709% Due 01/25/2029 Corporate Notes/Bonds$24K$20K0.2%
Vulcan Materials Co Common Stock$12K$20K0.2%
Consolidated Edison Co 4.000% Due 12/01/2028 Corporate Notes/Bonds$20K$19K0.2%
Federal Home Loan Mtg Corp 6.000% Due 11/01/2052 US Government Securities$20K$19K0.2%
Realty Income Corp 3.200% Due 01/15/2027 Corporate Notes/Bonds$19K$19K0.2%
John Deere Owner Trust Series 2022 5.090% Due 06/15/2027 Corporate Notes/Bonds$19K$19K0.2%
T‐Mobile USA Inc 3.375% Due 04/15/2029 Corporate Notes/Bonds$18K$19K0.2%
Brown & Brown Inc Common Stock$9K$19K0.2%
Truist Financial Corporation Var% Due 06/07/2029 Corporate Notes/Bonds$19K$18K0.2%
Visa Inc 2.050% Due 04/15/2030 Corporate Notes/Bonds$21K$17K0.2%
Ford Credit Auto Owner Trust Series 2022 5.270% Due 05/15/2027 Corporate Notes/Bonds$17K$17K0.2%
Unitedhealth Group Inc 2.000% Due 05/15/2030 Corporate Notes/Bonds$19K$17K0.2%
Duke Energy Corp 2.550% Due 06/15/2031 Corporate Notes/Bonds$17K$17K0.2%
Valero Energy Corp 2.800% Due 12/01/2031 Corporate Notes/Bonds$17K$17K0.2%
FNMA 2.500% Due 08/01/2050 US Government Securities$22K$17K0.2%
FNMA 2.000% Due 02/01/2051 US Government Securities$21K$16K0.2%
Allstate Corp 1.450% Due 12/15/2030 Corporate Notes/Bonds$16K$16K0.2%
Fair Isaac Corporation Common Stock$11K$16K0.1%
Atmos Energy Corp 5.900% Due 11/15/2033 Corporate Notes/Bonds$15K$16K0.1%
Sysco Corporation 5.950% Due 04/01/2030 Corporate Notes/Bonds$19K$16K0.1%
Costar Group Inc Common Stock$17K$15K0.1%
US Bancorp Var% Due 06/12/2029 Corporate Notes/Bonds$15K$15K0.1%
Wells Fargo & Company Var% Due 04/22/2028 Corporate Notes/Bonds$15K$15K0.1%
Westpac Banking Corp 5.050% Due 04/16/2029 Corporate Notes/Bonds$15K$15K0.1%
Nisource Inc 5.200% Due 07/01/2029 Corporate Notes/Bonds$15K$15K0.1%
Autozone Inc 5.100% Due 07/15/2029 Corporate Notes/Bonds$15K$15K0.1%
Diamondback Energy Inc 5.150% Due 01/30/2030 Corporate Notes/Bonds$15K$15K0.1%
Keycorp Var % Due 05/23/2025 Corporate Notes/Bonds$14K$15K0.1%
Home Depot Inc 4.850% Due 06/25/2031 Corporate Notes/Bonds$15K$15K0.1%
United Parcel Service 5.150% Due 05/22/2034 Corporate Notes/Bonds$15K$15K0.1%
American Honda Finance 4.900% Due 03/13/2029 Corporate Notes/Bonds$15K$15K0.1%
Intel Corp 4.875% Due 02/10/2028 Corporate Notes/Bonds$15K$15K0.1%
Unitedhealth Group Inc 4.950% Due 01/15/2032 Corporate Notes/Bonds$15K$15K0.1%
Bank of America Corp Var% Due 07/22/2033 Corporate Notes/Bonds$15K$15K0.1%
Virginia Elec & Power Co 5.000% Due 04/01/2033 Corporate Notes/Bonds$15K$15K0.1%
Citigroup Inc Var% Due 09/19/2030 Corporate Notes/Bonds$15K$15K0.1%
Wells Fargo & Company Var% Due 03/24/2028 Corporate Notes/Bonds$15K$15K0.1%
Citigroup Inc Var% Due 05/24/2033 Corporate Notes/Bonds$14K$14K0.1%
Brookfield Infrastructure‐A Common Stock$14K$14K0.1%
FNMA 1.500% Due 11/01/2035 US Government Securities$17K$14K0.1%
Mercedes‐Benz Auto Receivables Series 2022 5.210% Due 08/16/2027 Corporate Notes/Bonds$14K$14K0.1%
Markel Corp (Holding Co) Common Stock$8K$14K0.1%
CBRE Group Inc Common Stock$6K$14K0.1%
Oracle Corp 2.950% Due 04/01/2030 Corporate Notes/Bonds$17K$14K0.1%
Live Nation Entertainment Inc Common Stock$7K$13K0.1%
Oracle Corp Common Stock$5K$13K0.1%
The Travelers Cos Inc Common Stock$10K$13K0.1%
Martin Marietta Matls Inc Common Stock$10K$13K0.1%
Con Edison Co of NY Inc 2.400% Due 06/15/2031 Corporate Notes/Bonds$12K$13K0.1%
Morgan Stanley Var% Due 01/21/2033 Corporate Notes/Bonds$12K$13K0.1%
Fidelity National Information Common Stock$17K$13K0.1%
CNH Equipment Trust Series 2022 2.830% Due 07/15/2027 Corporate Notes/Bonds$13K$13K0.1%
Cisco Systems Inc Common Stock$9K$13K0.1%
Honeywell Intl Inc Common Stock$12K$13K0.1%
Gartner Inc Common Stock$6K$13K0.1%
FHLMC Series 4774 3.500% Due 09/15/2046 Corporate Notes/Bonds$13K$12K0.1%
RTX Corp 1.900% Due 09/01/2031 Corporate Notes/Bonds$13K$12K0.1%
FNMA 3.000% Due 02/01/2035 US Government Securities$14K$12K0.1%
Nebius Group N.V. Common Stock 499 Disney Walt Co Common Stock$12K$12K0.1%
Dover Corp Common Stock$10K$12K0.1%
US Bancorp Del Com New Common Stock$13K$12K0.1%
Dupont De Nemours Inc‐WI Common Stock$8K$12K0.1%
Lowes Companies Inc Common Stock$10K$12K0.1%
Hyundai Auto Receivables Trust Series 2022 C Class A3 5.390% Due 06/15/2027 Corporate Notes/Bonds$12K$12K0.1%
Allstate Corp Common Stock$7K$12K0.1%
Duke Energy Holding Corp Common Stock$10K$12K0.1%
Truist Financial Corp Common Stock$10K$11K0.1%
Equity Residential SH Ben Int Reit Common Stock$9K$11K0.1%
FNMA 1.500% Due 01/01/2031 US Government Securities$13K$11K0.1%
MSCI Inc Common Stock$9K$11K0.1%
CNH Equipment Trust Series 2022 3.890% Due 11/15/2027 Corporate Notes/Bonds$11K$11K0.1%
GCI Liberty Inc Class A Other ‐ Jacobs Solutions Inc Other$10K$11K0.1%
Analog Devices Inc Common Stock$11K$11K0.1%
Nissan Auto Receivables Owner Series 2022 4.460% Due 05/15/2027 Corporate Notes/Bonds$11K$11K0.1%
Bank of America Corp Common Stock$11K$11K0.1%
Teledyne Technologies Inc Common Stock$10K$11K0.1%
Electronic Art Common Stock$11K$11K0.1%
Northrop Grumman Corporation Common Stock$7K$11K0.1%
Federal Home Loan Mtg Corp 3.000% Due 03/01/2032 US Government Securities$12K$11K<0.1%
American Express Co Var% Due 10/30/2031 Corporate Notes/Bonds$10K$11K<0.1%
FNMA 2.500% Due 10/01/2031 US Government Securities$11K$11K<0.1%
Arch Capital Group Ltd Common Stock$5K$11K<0.1%
Tyler Technologies Inc Common Stock$7K$10K<0.1%
Chevron Corporation Common Stock$12K$10K<0.1%
FNMA 3.000% Due 02/01/2033 US Government Securities$11K$10K<0.1%
Nike Inc Common Stock$11K$10K<0.1%
Coca‐Cola Consolidated 5.250% Due 06/01/2029 Corporate Notes/Bonds$10K$10K<0.1%
Enbridge Inc 5.700% Due 03/08/2033 Corporate Notes/Bonds$9K$10K<0.1%
Carmax Inc Common Stock$12K$10K<0.1%
State Street Corp Var% Due 05/18/2026 Corporate Notes/Bonds$10K$10K<0.1%
Conagra Brands Inc Common Stock$12K$10K<0.1%
USA Treasury Notes 0.625% Due 12/31/2027 US Government Securities$10K$10K<0.1%
The Hershey Company Common Stock$12K$10K<0.1%
Toronto‐Dominion Bank Var% Due 09/10/2034 Corporate Notes/Bonds$10K$10K<0.1%
Hologic Inc Common Stock$10K$10K<0.1%
AT&T Inc 4.300% Due 02/15/2030 Corporate Notes/Bonds$12K$10K<0.1%
Domino's Pizza, Inc. Common Stock$8K$10K<0.1%
Federal Home Loan Bank Bds 3.250% Due 11/16/2028 US Government Securities$11K$10K<0.1%
FNMA 3.500% Due 12/01/2029 US Government Securities$10K$10K<0.1%
Johnson & Johnson Common Stock$9K$10K<0.1%
Veeva Systems Inc‐Class A Common Stock$9K$9K<0.1%
Capital One Financial Co Var% Due 11/02/2027 Corporate Notes/Bonds$10K$9K<0.1%
Lennar Corp Class A Common Stock$5K$9K<0.1%
John Deere Owner Trust Series 2022 3.740% Due 02/16/2027 Corporate Notes/Bonds$9K$9K<0.1%
Crown Castle Intl Corp 3.300% Due 07/01/2030 Corporate Notes/Bonds$8K$9K<0.1%
FNMA 4.000% Due 01/01/2041 Pool #AB2077 US Government Securities$9K$9K<0.1%
FNMA 4.000% Due 11/01/2048 US Government Securities$10K$9K<0.1%
Genuine Parts Co Common Stock$12K$9K<0.1%
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