Back to filter
Original filing (PDF)20251013144140NAL0003233954001
CARMEUSE LIME, INC.
Form 5500
FILING_RECEIVED
CARMEUSE LIME, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES
401(k) retirement plan
Active participants
774
Accounts w/ balance
878
Plan assets (EOY)
$80.4M
Net assets (EOY)
$80.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARMEUSE LIME, INC..
Plan sponsor
Name
CARMEUSE LIME, INC.
EIN
36-3933140
Address
11 STANWIX STREET 21ST FLOOR · PITTSBURGH, PA · 15222
Phone
(412) 995-5500
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
024
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS AND CO INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $75K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | — | ACCOUNTANT/AUDITOR | $22K | — |
Investments
27 direct securities· $80.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date R6 N/A | — | — | — | $14.3M | 17.8% | |
| American Funds American Funds 2045 Target Date R6 N/A | — | — | — | $8.2M | 10.2% | |
| Fidelity 500 Index Fund N/A | — | — | — | $6.7M | 8.3% | |
| American Funds American Funds 2025 Target Date R6 N/A | — | — | — | $6.0M | 7.5% | |
| Fidelity Blue Chip Growth Fund N/A | — | — | — | $5.6M | 7.0% | |
| American Funds American Funds 2055 Target Date R6 N/A | — | — | — | $5.3M | 6.6% | |
| Fidelity Government Money Market Fund N/A | — | — | — | $4.9M | 6.0% | |
| various maturities dated through 2031) - | — | — | — | $2.9M | 3.6% | |
| American Funds American Funds 2050 Target Date R6 N/A | — | — | — | $2.8M | 3.4% | |
| American Funds American Funds 2030 Target Date R6 N/A | — | — | — | $2.7M | 3.3% | |
| Prudential PGIM Total Return Bond Fund N/A | — | — | — | $2.5M | 3.1% | |
| Fidelity Extended Market Index Fund N/A | — | — | — | $2.3M | 2.8% | |
| American Funds American Funds 2010 Target Date R6 N/A | — | — | — | $2.2M | 2.8% | |
| DFA U.S. Large Cap Value Institutional Class N/A | — | — | — | $2.2M | 2.8% | |
| American Funds American Funds 2040 Target Date R6 N/A | — | — | — | $2.1M | 2.6% | |
| American Funds American Funds 2060 Target Date R6 N/A | — | — | — | $1.7M | 2.1% | |
| Fidelity Global Ex U.S. Index Fund N/A | — | — | — | $1.3M | 1.6% | |
| Fidelity U.S. Bond Index Fund N/A | — | — | — | $1.3M | 1.6% | |
| JPMorgan Small Cap Equity Sel N/A | — | — | — | $1.1M | 1.4% | |
| Transamerica International Equity N/A | — | — | — | $1.0M | 1.3% | |
| DFA Emerging Markets Institutional Class N/A | — | — | — | $955K | 1.2% | |
| American Funds American Funds 2020 Target Date R6 N/A | — | — | — | $788K | 1.0% | |
| American Funds American Funds 2065 Target Date R6 N/A | — | — | — | $728K | 0.9% | |
| Vanguard International Growth ADM N/A | — | — | — | $635K | 0.8% | |
| Fidelity Inflation-Protected Bond Index N/A | — | — | — | $310K | 0.4% | |
| Vanguard Real Estate Index Fund N/A | — | — | — | $77K | <0.1% | |
| Federated Hermes Institutional High Yield Bond N/A | — | — | — | $25K | <0.1% |