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Original filing (PDF)20251013150034NAL0000735715001
HYDRIL USA DISTRIBUTION, LLC
Form 5500
FILING_RECEIVED
HMH 401(K) PLAN
401(k) retirement plan
Active participants
635
Accounts w/ balance
693
Plan assets (EOY)
$57.3M
Net assets (EOY)
$57.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 30 bps in Schedule C fees — 87% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDRIL USA DISTRIBUTION, LLC.
Plan sponsor
Name
HYDRIL USA DISTRIBUTION, LLC
EIN
26-2066755
Address
3300 N. SAM HOUSTON PKWY E · HOUSTON, TX · 77032
Phone
(281) 449-2000
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $63K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PANNELL KERR FORSTER OF TEXAS, P.C. | — | HOUSTON, TX | AUDITOR | $46K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GARY A NAGLER PLLC | — | HOUSTON, TX | ATTORNEY | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MPC CAPITAL ADVISORS LLC | — | ROCKVILLE CENTER, NY | OTHER | $58K | — |
Investments
28 direct securities· $59.1M(100% of reported assets)
Uncategorized
$53.6M
27 holdings
Mutual Funds
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | — | — | — | $8.7M | 15.2% | |
| Empower Annuity Insurance * Company of America Guaranteed Income Fund | — | — | — | $7.2M | 12.6% | |
| MFS Massachusetts Investor Growth Stock R6 | — | — | — | $5.8M | 10.2% | |
| American Funds American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $5.6M | 9.7% | |
| American Funds Americian Funds Washington Mutual Fund R6 | — | — | — | $5.4M | 9.4% | |
| TCW Metwest TCW Metwest Total Return Bond Plan | — | — | — | $3.5M | 6.1% | |
| Vanguard Small-Cap Growth I | — | — | — | $3.4M | 6.0% | |
| Vanguard Small-Cap Value Fund | — | — | — | $3.0M | 5.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $1.6M | 2.8% | |
| Loans to participants Principal balances ranging up to $48,749, accruing at - | — | — | — | $1.6M | 2.8% | |
| PARTICIPANT LOANS VARIOUS | — | — | $1.6M | $1.6M | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $1.5M | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $1.4M | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $1.2M | 2.1% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $1.2M | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $904K | 1.6% | |
| Victory Munder Mid-Cap Core Growth Fund R6 | — | — | — | $884K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $841K | 1.5% | |
| Vanguard Small-Cap Index Admiral Fund | — | — | — | $823K | 1.4% | |
| Vanguard Total Bond Index Fund | — | — | — | $786K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $714K | 1.2% | |
| PIMCO Real Return Fund | — | — | — | $339K | 0.6% | |
| Invesco Developing Markets R6 | — | — | — | $322K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $287K | 0.5% | |
| SCHEDULE OF ASSETS (HELD AT END OF YEAR) Page 1 of 2 GA HMH 401(k) Plan 01-JAN-24 to 31-DEC-24 14-JAN-25 02:01:44 INVESTMENT OPTION MATURITY DATE INTEREST RATE COST OF ASSETS CURRENT VALUE 1TRJWX | — | — | $182K | $185K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement Bal I | — | — | — | $185K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund | — | — | — | $40K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $12K | <0.1% |
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