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Original filing (PDF)20251013172542NAL0001667137002
CLEVELAND-CLIFFS STEEL CORPORATION
Form 5500
FILING_RECEIVED
THE CLEVELAND-CLIFFS STEEL CORPORATION THRIFT PLAN A
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
2,353
Accounts w/ balance
3,216
Plan assets (EOY)
$782.6M
Net assets (EOY)
$782.6M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- Top holding "Fidelity Management Trust Company Investments in Master Trust N/A $" is 99% of plan.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVELAND-CLIFFS STEEL CORPORATION.
Plan sponsor
Name
CLEVELAND-CLIFFS STEEL CORPORATION
EIN
31-1267098
Address
9227 CENTRE POINTE DRIVE · WEST CHESTER, OH · 45069
Phone
(513) 425-5000
Industry
Manufacturingsee all
Plan administrator
Name
CLEVELAND-CLIFFS, INC. INVESTMENT COMMITTEE
EIN
31-1267098
City
WEST CHESTER, OH
Phone
(513) 425-5000
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPERATIONS LLC | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $83K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEADEN AND MOORE | 34-1818258 | — | AUDITING/ACCOUNTING | $16K | — |
Investments
2 direct securities · 1 pooled fund· $1.6B(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
$782.6M
2 holdings
Master Trust
$775.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Investments in Master Trust N/A $ | — | — | — | $775.2M | 99.0% | |
| CLEVELAND-CLIFFS INC. DC PLAN MT CLEVELAND-CLIFFS INC. · EIN 34-1935031 / PN 001 | Master Trust | — | — | $775.2M | 99.0% | |
| Notes receivable (at interest rates ranging * Participant Loans from 4.00% to 10.50%) N/A | — | — | — | $7.5M | 1.0% |