Back to filter
Original filing (PDF)20251015090837NAL0005618336003
VIBRANTZ CORPORATION
Form 5500
FILING_RECEIVED
VIBRANTZ CORPORATION PENSION PLAN FOR LEGACY EMPLOYEES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
103
Accounts w/ balance
—
Plan assets (EOY)
$126.3M
Net assets (EOY)
$126.3M
How this plan invests
This plan
15 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
65
Vendor stack
55
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 342% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIBRANTZ CORPORATION.
Plan sponsor
Name
VIBRANTZ CORPORATION
EIN
34-0217820
Address
16945 NORTHCHASE DR STE 2000 · HOUSTON, TX · 770602135
Phone
(216) 875-5600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEYRICH, CRONIN & SORRA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS | 30-0282430 | — | NONE | $251K | — |
| CBIZ BENEFITS & INSURANCE | — | — | NONE | $237K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $43K | — |
| CLARK, SCHAEFER HACKETT & CO. | — | — | NONE | $15K | — |
| AETNA | 06-6033492 | — | NONE | $12K | — |
Investments
3 direct securities · 15 pooled funds· $123.8M(98% 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
$117.9M
15 holdings
Uncategorized
$5.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER ERISA HEDGE FUND INV. PORT A MERCER · EIN 47-2199849 / PN 021 | Common Collective Trust | — | $16.7M | $19.5M | 15.4% | |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $12.7M | $16.4M | 13.0% | |
| MERCER OPPORT. FIXED INCOME PORT MERCER · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $12.5M | $14.3M | 11.3% | |
| MERCER ACTIVE INTERM. CR. FIX. INC. MERCER · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $12.7M | $14.0M | 11.1% | |
| MERCER ACTIVE LONG CORP FIX INC. MERCER · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $10.5M | $11.2M | 8.9% | |
| MERCER PASSIVE LONG GOV'T FIX INC MERCER · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $9.3M | $9.1M | 7.2% | |
| SEI CORE PROPERTY INV TR SEI INVESTMENTS · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $3.4M | $8.3M | 6.6% | |
| MERCER NON-US CORE EQUITY PORT MERCER · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $6.5M | $7.4M | 5.9% | |
| MERCER LONG STRIPS FIXED INCOME MERCER · EIN 80-6243236 / PN 019 | Common Collective Trust | — | $5.7M | $4.9M | 3.9% | |
| MERCER EM EQUITY PORTFOLIO MERCER · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $3.2M | $3.3M | 2.6% | |
| First Am Treas Ob Fd Cl Z Money market | — | — | $3.1M | $3.1M | 2.5% | |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $2.5M | $3.0M | 2.4% | |
| WTC-CIF ENDURING ASSETS (SERIES 2) WTC · EIN 04-2767481 / PN 185 | Common Collective Trust | — | $2.3M | $2.6M | 2.0% | |
| Cohen & Steers Global Realty Fund Partnerships/joint ventures | — | — | $2.5M | $2.5M | 2.0% | |
| MERCER ULTRA LONG DURATION PORT MERCER · EIN 83-2461327 / PN 047 | Common Collective Trust | — | $3.4M | $2.2M | 1.7% | |
| S&P GLOBAL LARGEMIDCAP NATURAL RESO STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 416 | Common Collective Trust | — | $1.6M | $1.5M | 1.2% | |
| MERCER GLOBAL LOW VOL EQUITY PORT MERCER · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $302K | $364K | 0.3% | |
| Cash, noninterest-bearing | — | — | $215K | $215K | 0.2% |