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Original filing (PDF)20250711151208NAL0017649266001
AMSTED INDUSTRIES INCORPORATED
Form 5500
FILING_RECEIVED
AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
299
Accounts w/ balance
—
Plan assets (EOY)
$147.2M
Net assets (EOY)
$147.2M
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
55
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 441% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMSTED INDUSTRIES INCORPORATED.
Plan sponsor
Name
AMSTED INDUSTRIES INCORPORATED
EIN
36-0730380
Address
111 S WACKER DR, SUITE 4400 · CHICAGO, IL · 60606
Phone
(312) 645-1700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
026
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $685K | — |
| FIFTH THIRD BANK | 31-0854434 | — | NONE | $70K | — |
| CROWE LLP | 35-0921680 | — | NONE | $35K | — |
| BLACKROCK | — | SAN FRANCISCO, CA | NONE | $6K | — |
Investments
10 pooled funds· $116.9M(79% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GROUP TRUST DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | $21.4M | 14.6% |
| GROUP TRUST REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | $20.5M | 13.9% |
| LEGAL AND GENERAL MSCI ACWI CIT FUN RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 011 | Common Collective Trust | $19.2M | 13.0% |
| INTERMEDIATE US GOVT BOND INDEX NON STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | $13.2M | 9.0% |
| LIQUID DIVERSIFIERS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 98-1773982 / PN 001 | Common Collective Trust | $10.0M | 6.8% |
| TREASURY US 25PLUS YEAR KEY RATE DU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | $7.7M | 5.2% |
| TREASURY US 10 YEAR KEY RATE DURATI BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | $7.3M | 5.0% |
| TREASURY US 15 YEAR KEY RATE DURATI BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | $7.2M | 4.9% |
| TREASURY US 20 YEAR KEY RATE DURATI BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | $5.6M | 3.8% |
| TREASURY US 5 YEAR KEY RATE DURATIO BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | $5.0M | 3.4% |
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