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Original filing (PDF)20251009084543NAL0006701441001
ATI INC.
Form 5500
FILING_RECEIVED
ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,108
Accounts w/ balance
—
Plan assets (EOY)
$280.0M
Net assets (EOY)
$279.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
80
Participation health
100
Knocking points off
- Top holding "ATI Master Pension Trust Master Trust Holdings" is 100% of plan.
- 51 bps in Schedule C fees — 412% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATI INC..
Plan sponsor
Name
ATI INC.
EIN
25-1792394
Address
116 15TH STREET · STE 301 · PITTSBURGH, PA · 15222
Phone
(412) 394-2800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $579K | — |
| CAMBRIDGE ASSOCIATES | 56-2457107 | — | NONE | $402K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $310K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $142K | — |
Investments
1 pooled fund· $280.0M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ATI MASTER PENSION TRUST ATI INC. · EIN 25-6224599 / PN 040 | Master Trust | — | $280.0M | $280.0M | 100.0% |