Back to filter
Original filing (PDF)20251013172543NAL0001667249002
CLEVELAND-CLIFFS TUBULAR COMPONENTS LLC
Form 5500
FILING_RECEIVED
CLEVELAND-CLIFFS TUBULAR COMPONENTS LLC WALBRIDGE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
96% in single holding
Active participants
134
Accounts w/ balance
122
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
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 96% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVELAND-CLIFFS TUBULAR COMPONENTS LLC.
Plan sponsor
Name
CLEVELAND-CLIFFS TUBULAR COMPONENTS LLC
EIN
31-1781514
Address
30400 E. BROADWAY · WALBRIDGE, OH · 43465
Phone
(419) 661-4150
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
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPERATIONS LLC | 04-2647786 | — | RECORDKEEPER | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEADEN & MOORE | 34-1818258 | — | AUDITOR | $13K | — |
Investments
2 direct securities · 1 pooled fund· $35.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.9M
2 holdings
Master Trust
$17.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Investments in Master Trust N/A | — | — | — | $17.1M | 95.7% | |
| CLEVELAND-CLIFFS INC. DC PLAN MT CLEVELAND-CLIFFS INC. · EIN 31-1935031 / PN 001 | Master Trust | — | — | $17.1M | 95.7% | |
| Notes receivable (at interest rates ranging Participant Loans from 3.25% to 10.50%) N/A | — | — | — | $767K | 4.3% |
Related plans
Other plans using MEADEN & MOORE
EATON CORPORATION
EATON SAVINGS PLAN
$8.4B · 25,714 participants
KEYCORP
KEYCORP 401K SAVINGS PLAN
$4.1B · 17,385 participants
BATTELLE MEMORIAL INSTITUTE
BATTELLE EMPLOYEES' SAVINGS PLAN
$3.1B · 8,543 participants
EATON CORPORATION
PENSION PLAN FOR EATON CORPORATION EMPLOYEES
$2.4B · 7,799 participants
BATTELLE MEMORIAL INSTITUTE
PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE
$1.8B · 5,310 participants
CLEVELAND-CLIFFS STEEL CORPORATION
CLEVELAND-CLIFFS COMBINED PENSION PLAN
$1.5B · 2,623 participants
Similar-size Manufacturing plans
LOOS MACHINE & AUTOMATION, LLC
LOOS MACHINE & AUTOMATION, LLC 401(K) PROFIT SHARING PLAN
$17.9M · 120 participants
AMERICAN STAIR CORPORATION, INC.
AMERICAN STAIR CORPORATION 401(K) EMPLOYEE RETIREMENT PLAN
$17.9M · 97 participants
SERVER PRODUCTS, INC.
SERVER PRODUCTS, INC. EMPLOYEES 401(K) RETIREMENT PLAN
$18.0M · 103 participants
BAE INDUSTRIES, INC.
BAE INDUSTRIES 401K PLAN
$17.8M · 290 participants
KNIGHT ERGONOMICS, LTD.
KNIGHT INDUSTRIES & ASSOCIATES, INC. 401(K) PLAN
$18.0M · 258 participants
THE CLY-DEL MANUFACTURING COMPANY
THE CLY-DEL MANUFACTURING COMPANY 401(K) PLAN
$18.1M · 138 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants