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Original filing (PDF)20250829072553NAL0006079139001
ALLEGHENY TECHNOLOGIES INCORPORATED
Form 5500
FILING_RECEIVED
ATI RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
2,702
Accounts w/ balance
3,432
Plan assets (EOY)
$372.8M
Net assets (EOY)
$372.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ALLEGHENY TECHNOLOGIES INCORPORATED MASTER TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEGHENY TECHNOLOGIES INCORPORATED.
Plan sponsor
Name
ALLEGHENY TECHNOLOGIES INCORPORATED
EIN
25-1792394
Address
2021 MCKINNEY AVENUE SUITE 1000 · DALLAS, TX · 75201
Phone
(412) 394-2800
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
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $47K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $6K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | — | NONE | $35 | — |
Investments
1 direct security · 2 pooled funds· $724.3M(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
$362.1M
1 holding
Master Trust
$362.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: ALLEGHENY TECHNOLOGIES INCORPORATED MASTER TRUST (extraction pending)] | — | — | — | $362.1M | 97.2% | |
| ALLEGHENY TECH INC MASTEER TRUST ALLEGHENY TECHNOLOGIES INCORPORATED · EIN 25-1792394 / PN 060 | Master Trust | — | — | $362.1M | 97.2% | |
| ATI STOCK FUND MASTER TRUST ALLEGHENY TECHNOLOGIES INCORPORATED · EIN 25-1792394 / PN 065 | Master Trust | — | — | $0 | <0.1% |