Original filing (PDF)20251114072438NAL0003618432001

ANGELL-DEMMEL NORTH AMERICA DBA ALUTRIM NORTH AMERICA, INC.

Name: ANGELL-DEMMEL NORTH AMERICA DBA ALUTRIM NORTH AMERICA, INC. — DAWN-IUE LOCAL NO. 697 PENSION PLAN, Form 5500 (2024)
Creator: ANGELL-DEMMEL NORTH AMERICA DBA ALUTRIM NORTH AMERICA, INC.

Form 5500

FILING_RECEIVED

DAWN-IUE LOCAL NO. 697 PENSION PLAN

Defined-benefit pension plan

Signals · 2

42% in single holding~107 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANGELL-DEMMEL NORTH AMERICA DBA ALUTRIM NORTH AMERICA, INC..

Plan sponsor

Name

ANGELL-DEMMEL NORTH AMERICA DBA ALUTRIM NORTH AMERICA, INC.

EIN

32-0585179

Address

810 W. MAIN STREET · LEBANON, KY · 40033

Phone

(937) 461-5800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-02

Tax period

2025-01-01

Filed

2025-11-14

Pension benefit codes

1B · Flat-dollar DB formula

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

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TD AMERITRADE	47-0533629	—	N/A	$38K	—

Investments

5 direct securities· $3.5M(100% of reported assets)

Uncategorized

$3.1M

4 holdings

Mutual Funds

$356K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Pimco Long Term Credit Bond Fund 169,637 shares	—	—	$1.4M	$1.5M	42.2%
Vanguard 500 Index Fund 1,635 shares	—	—	$682K	$887K	25.4%
Vanguard Total Intl Stock Index Fund 22,382 shares	—	—

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