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Original filing (PDF)20250611073315NAL0015534817001
NLMK USA, LLC
Form 5500
FILING_RECEIVED
NLMK USA UNION 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
777
Accounts w/ balance
597
Plan assets (EOY)
$54.9M
Net assets (EOY)
$54.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NLMK USA, LLC.
Plan sponsor
Name
NLMK USA, LLC
EIN
26-3260636
Address
15 ROEMER BLVD · FARRELL, PA · 161212201
Phone
(724) 983-6464
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
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $17K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | RETAINED BY EMPLOYER | $8K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | RETAINED BY EMPLOYER | $6K | — |
Investments
25 direct securities· $54.9M(100% of reported assets)
Mutual Funds
$51.4M
21 holdings
Uncategorized
$3.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LP Index 2030 Inv A N/R | Mutual Funds | — | — | $12.2M | 22.3% | |
| BlackRock LP Index Ret Inv A N/R | Mutual Funds | — | — | $8.8M | 16.1% | |
| BlackRock LP Index 2040 Inv A N/R | Mutual Funds | — | — | $6.0M | 10.9% | |
| JP Morgan Growth Advantage 1 N/R | Mutual Funds | — | — | $4.3M | 7.8% | |
| Vanguard 500 Index Fund Admiral N/R | Mutual Funds | — | — | $3.8M | 7.0% | |
| BlackRock LP Index 2050 Inv A N/R | Mutual Funds | — | — | $3.5M | 6.3% | |
| PIMCO Government MMkt Inst N/R 163 * Fully benefit responsive New York Life Trust Company New N/R | Mutual Funds | — | — | $3.3M | 6.1% | |
| BlackRock LP Index 2055 Inv A N/R | Mutual Funds | — | — | $2.8M | 5.0% | |
| account * Participant loans Maturing from January 2025 to $0 | — | — | — | $1.7M | 3.1% | |
| Dodge & Cox Income Fund X N/R | Mutual Funds | — | — | $1.4M | 2.6% | |
| John Hancock Disciplined Value Mid N/R | Mutual Funds | — | — | $1.2M | 2.2% | |
| Cap Fund A Mutual fund Vanguard Small Cap Index Fund N/R | — | — | — | $819K | 1.5% | |
| Admiral Mutual fund BlackRock LP Index 2035 Inv A N/R | — | — | — | $771K | 1.4% | |
| Invesco Comstock Fund Y N/R | Mutual Funds | — | — | $644K | 1.2% | |
| Goldman Intl Equity Income Ins N/R | Mutual Funds | — | — | $585K | 1.1% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $495K | 0.9% | |
| BlackRock LP Index 2045 Inv A N/R | Mutual Funds | — | — | $471K | 0.9% | |
| Clearbridge International Growth N/R | Mutual Funds | — | — | $460K | 0.8% | |
| Vanguard Explorer Fund Adm N/R | Mutual Funds | — | — | $272K | 0.5% | |
| Invesco Small Cap Value Y N/R | Mutual Funds | — | — | $269K | 0.5% | |
| DFA Emerging Markets Core Eq I N/R | Mutual Funds | — | — | $264K | 0.5% | |
| PIMCO Real Return Fund N/R | Mutual Funds | — | — | $228K | 0.4% | |
| Federated MDT MC Growth R6 N/R | Mutual Funds | — | — | $215K | 0.4% | |
| investment contract York Life Stable Value Fund Self-directed brokerage Self-directed brokerage accounts N/R | — | — | — | $197K | 0.4% | |
| Cohen & Steers Realty Shares Fund N/R | Mutual Funds | — | — | $141K | 0.3% |