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Original filing (PDF)20251013130613NAL0000631107001
SUPERALLOY MANUFACTURING SOLUTIONS CORP.
Form 5500
FILING_RECEIVED
SUPERALLOY MFG SOLUTIONS CORP. 401(K) RET PLAN
401(k) retirement plan
Active participants
153
Accounts w/ balance
203
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERALLOY MANUFACTURING SOLUTIONS CORP..
Plan sponsor
Name
SUPERALLOY MANUFACTURING SOLUTIONS CORP.
EIN
31-1167525
Address
11230 DEERFIELD RD · CINCINNATI, OH · 45242
Phone
(513) 605-8132
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $15K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERV ADVISORS | 59-2937883 | SAINT PETERSBURG, FL | BROKER | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PENSION SERVICE INC. | 06-0874395 | NORTH HAVEN, CT | TPA | $2K | — |
Investments
56 direct securities· $14.6M(100% of reported assets)
Uncategorized
$13.1M
55 holdings
Guaranteed Income / GIC
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Nationwide Trust Company, FSB Nationwide Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $1.5M | 10.1% | |
| Similar Party Par, or Maturity Value Cost** Value Mutual Funds T. Rowe Price Funds T. Rowe Price New America Growth Fund | — | — | — | $970K | 6.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $783K | 5.4% | |
| Vanguard 500 Index Fund | — | — | — | $726K | 5.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $660K | 4.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $639K | 4.4% | |
| Fidelity 500 Index | — | — | — | $584K | 4.0% | |
| Vanguard Target Retirement Income | — | — | — | $551K | 3.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $536K | 3.7% | |
| T. Rowe Price Funds T. Rowe Price New Horizons | — | — | — | $395K | 2.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $382K | 2.6% | |
| Dodge & Cox Dodge & Cox International Stock | — | — | — | $370K | 2.5% | |
| Fidelity International Index | — | — | — | $367K | 2.5% | |
| Goldman Sachs GQG Partners International Opportunities Fund | — | — | — | $364K | 2.5% | |
| Nationwide Trust Company, FSB Nationwide Loomis All Cap Growth | — | — | — | $337K | 2.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $332K | 2.3% | |
| Avantis U.S. Large Cap Value Fund | — | — | — | $322K | 2.2% | |
| JP Morgan JP Morgan Large Cap Growth | — | — | — | $312K | 2.1% | |
| Fidelity US Bond Index | — | — | — | $303K | 2.1% | |
| JP Morgan JP Morgan Equity Income | — | — | — | $297K | 2.0% | |
| Avantis Emerging Markets Equity Fund Instl | — | — | — | $288K | 2.0% | |
| PGIM Funds PGIM Total Return Bond | — | — | — | $267K | 1.8% | |
| Black Rock Blackrock High Yield Portfolio K | — | — | — | $240K | 1.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $238K | 1.6% | |
| Vanguard Global Equity Inv | — | — | — | $224K | 1.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $214K | 1.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $196K | 1.3% | |
| Participant Loans Rates range from 4.25% to 9.50% - | — | — | — | $179K | 1.2% | |
| MFS Mid Cap Growth | — | — | — | $178K | 1.2% | |
| Diamond Hill Diamond Hill Mid Cap I | — | — | — | $176K | 1.2% | |
| Black Rock Blackrock Mid Cap Growth Equity Portfolio Investor | — | — | — | $174K | 1.2% | |
| PIMCO Real Return Instl | — | — | — | $169K | 1.2% | |
| Principal Global Real Estate Securities Fund | — | — | — | $169K | 1.2% | |
| Legal & General America Legal & General Commodity Strategy Fund Instl | — | — | — | $147K | 1.0% | |
| Alliance Bernstein AB Global Bond Fund - Class Z | — | — | — | $122K | 0.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $121K | 0.8% | |
| Vanguard Strategic Equity Inv | — | — | — | $105K | 0.7% | |
| Black Rock Blackrock Total Return Fund K | — | — | — | $103K | 0.7% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $102K | 0.7% | |
| Avantis U.S. Small Cap Value Fund Instl | — | — | — | $101K | 0.7% | |
| Dimensional Fund Advisors Dimensional Fund Advisors U.S. Target Value Instl | — | — | — | $93K | 0.6% | |
| Vanguard Equity Income Admiral | — | — | — | $86K | 0.6% | |
| Virtus Seix High Income I | — | — | — | $52K | 0.4% | |
| Vanguard Strategic Small Cap Equity Inv | — | — | — | $40K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $22K | 0.1% | |
| Similar Party Par, or Maturity Value Cost** Value Mutual Funds Nuveen High Yield Income | — | — | — | $13K | <0.1% | |
| Franklin Income Advisors | — | — | — | $11K | <0.1% | |
| Vanguard Selected Value Inv | — | — | — | $10K | <0.1% | |
| American Funds American Funds Capital World Bonds | — | — | — | $8K | <0.1% | |
| Federated Hermes Federated Hermes Government Obligations Prmr | — | — | — | $4K | <0.1% | |
| Black Rock Blackrock 80/20 Target Allocation Fund Class | — | — | — | $4K | <0.1% | |
| Black Rock Blackrock 60/40 Target Allocation Fund Class | — | — | — | $4K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Instl | — | — | — | $4K | <0.1% | |
| Vanguard Extended Market Index Fund | — | — | — | $4K | <0.1% | |
| American Funds American Funds Europacific Growth | — | — | — | $3K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund | — | — | — | $2K | <0.1% |
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