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Original filing (PDF)20251010143837NAL0004709683001
NOVELIS ALR ROLLED PRODUCTS, INC.
Form 5500
FILING_RECEIVED
ALERIS CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 2
42% in single holding~88 bps in Sched C fees
Active participants
49
Accounts w/ balance
—
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
79
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Mercer US Core Fixed Inc CT #320 439,034 shares" is 42% of plan.
- 88 bps in Schedule C fees — 205% 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 NOVELIS ALR ROLLED PRODUCTS, INC..
Plan sponsor
Name
NOVELIS ALR ROLLED PRODUCTS, INC.
EIN
27-1539745
Address
3550 PEACHTREE RD SUITE 1100 · ATLANTA, GA · 30326
Phone
(216) 396-1799
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $72K | — |
| AON HEWITT SERVICES | 22-2232264 | — | NONE | $62K | — |
| FRAZIER & DEETER LLC | 58-1433845 | — | NONE | $15K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $11K | — |
| PRINCIPAL TRUST COMPANY | — | DES MOINES, IA | NONE | $11K | — |
Investments
1 direct security · 11 pooled funds· $19.2M(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.
Common Collective Trust
$18.9M
11 holdings
Uncategorized
$271K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER CORE FIXED INCOME PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566615 / PN 006 | Common Collective Trust | — | $8.6M | $8.1M | 42.4% | |
| MERCER ACTIVE LONG CORPORATE INVEST MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $3.1M | $2.8M | 14.8% | |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $1.8M | $2.3M | 12.1% | |
| MERCER LONG DURATION PASSIVE FIXED MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $1.6M | $1.2M | 6.3% | |
| MERCER ERISA HEDGE FUND INVESTORS MERCER TRUST COMPANY LLC · EIN 47-2199849 / PN 021 | Common Collective Trust | — | $836K | $1.1M | 5.6% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $880K | $1.0M | 5.4% | |
| MERCER US CORE REAL ESTATE PORTFOLI MERCER TRUST COMPANY LLC · EIN 87-1321612 / PN 012 | Common Collective Trust | — | $900K | $761K | 4.0% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $527K | $589K | 3.1% | |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $464K | $435K | 2.3% | |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $317K | $390K | 2.0% | |
| Principal Deposit Sweep Program 271,171 shares | — | — | $271K | $271K | 1.4% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $123K | $154K | 0.8% |