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Original filing (PDF)20251015092743NAL0004448401001
UNIFRAX I LLC
Form 5500
FILING_RECEIVED
UNIFRAX HOURLY DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 2
54% in single holdingNo recordkeeper disclosed
Active participants
127
Accounts w/ balance
—
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Long-Term Treasury Index Fund Admiral" is 54% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIFRAX I LLC.
Plan sponsor
Name
UNIFRAX I LLC
EIN
34-1535916
Address
600 RIVERWALK PARKWAY · SUITE 120 · TONAWANDA, NY · 14150
Phone
(716) 768-6500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
160
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $16K | — |
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $14K | — |
| PRINCIPAL FINANCIAL GROUP | 42-1520346 | — | NONE | $9K | — |
| BPAS ACTUARIAL & PENSION SERVICES | 30-0192194 | — | NONE | $6K | — |
Investments
12 direct securities· $13.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-Term Treasury Index Fund Admiral | — | — | $7.7M | $7.0M | 51.9% | |
| Fidelity 500 Index Fund Class AI | — | — | $1.2M | $1.7M | 12.6% | |
| Vanguard Long-Term Investment Grade Fund Admiral | — | — | $1.4M | $1.3M | 9.5% | |
| MFS International Equity Fund | — | — | $516K | $556K | 4.1% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | $514K | $555K | 4.1% | |
| Fidelity Mid Cap Index Fund | — | — | $399K | $505K | 3.7% | |
| Principal Diversified Real Asset Fund R6 | — | — | $387K | $392K | 2.9% | |
| ARGA Emerging Markets Value Fund Instl | — | — | $247K | $270K | 2.0% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund R6 | — | — | $215K | $261K | 1.9% | |
| Hotchkis & Wiley Hotchkis & Wiley Small Cap Diversified Value Fund I | — | — | $147K | $157K | 1.2% | |
| Conestoga Small Cap Fund Institutional | — | — | $131K | $157K | 1.2% | |
| Allspring Government Money Market Fund | — | — | $120K | $120K | 0.9% |