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Original filing (PDF)20251013135309NAL0000677267001
THE LUBRIZOL CORPORATION
Form 5500
FILING_RECEIVED
THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,932
Accounts w/ balance
5,670
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
19 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LUBRIZOL CORPORATION.
Plan sponsor
Name
THE LUBRIZOL CORPORATION
EIN
34-0367600
Address
29400 LAKELAND BOULEVARD · WICKLIFFE, OH · 44092
Phone
(440) 943-4200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
MALONEY & NOVOTNY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $678K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $44K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE | $19K | — |
Investments
13 direct securities · 19 pooled funds· $1.5B(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.
Common Collective Trust
$984.6M
19 holdings
Uncategorized
$523.0M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $290.5M | 19.7% | |
| Synthetic GICs | — | — | — | $129.0M | 8.7% | |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $115.4M | 7.8% | |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $110.5M | 7.5% | |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $104.7M | 7.1% | |
| Company Common Stock Fund * Berkshire Hathaway Class B Stock Fund Berkshire Hathaway Class B Stock Fund | — | — | — | $99.6M | 6.8% | |
| STATE STREET RUSSELL LG CAP GR IDX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $98.0M | 6.6% | |
| Baird Aggregate Bond Fund Baird Aggregate Bond Inst. | — | — | — | $85.0M | 5.8% | |
| STATE STREET RUSSELL LG CAP VL IDX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $60.4M | 4.1% | |
| State Street Global All Cap State Street Global All Cap Equity | — | — | — | $56.5M | 3.8% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $56.5M | 3.8% | |
| MassMutual Select Mid Cap MassMutual Select Mid Cap Growth I Growth I | — | — | — | $35.2M | 2.4% | |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $34.3M | 2.3% | |
| Fidelity Advisor® Diversified Fidelity Advisor® Diversified Intl Z Intl Z | — | — | — | $29.3M | 2.0% | |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $25.5M | 1.7% | |
| Various participant loans with * Participant loans interest rates ranging from 4.25% to 9.50% | — | — | — | $19.9M | 1.4% | |
| American Century Mid Cap American Century Mid Cap Value R6 Value R6 | — | — | — | $19.8M | 1.3% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $19.4M | 1.3% | |
| Hartford Small Cap Growth Hartford Small Cap Growth HLS IA HLS IA | — | — | — | $18.4M | 1.2% | |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $15.8M | 1.1% | |
| Macquarie Small Cap Value Macquarie Small Cap Value R6 | — | — | — | $14.8M | 1.0% | |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $13.4M | 0.9% | |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $12.5M | 0.8% | |
| ARTISAN INTERNATIONAL SMALL-MID TR SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $10.6M | 0.7% | |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-0337987 / PN 001 | Common Collective Trust | — | — | $8.9M | 0.6% | |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $7.9M | 0.5% | |
| DFA Emerging Markets Core DFA Emerging Markets Core Equity 2 Equity 2 | — | — | — | $6.9M | 0.5% | |
| Self-Directed | — | — | — | $5.3M | 0.4% | |
| Interest-bearing cash | — | — | — | $3.3M | 0.2% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $246K | <0.1% | |
| SSGA RUSSELL LARGE CAP VALUE INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 104 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA RUSSELL LARGE CAP GROWTH INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% |