Original filing (PDF)20251022094734NAL0001334481001

WATLOW ELECTRIC MANUFACTURING COMPANY

Name: WATLOW ELECTRIC MANUFACTURING COMPANY — WATLOW GROUP PENSION PLAN, Form 5500 (2024)
Creator: WATLOW ELECTRIC MANUFACTURING COMPANY

Form 5500

FILING_RECEIVED

WATLOW GROUP PENSION PLAN

Defined-benefit pension plan

Signals · 3

40% in single holding~99 bps in Sched C feesNo recordkeeper disclosed

Active participants

322

Accounts w/ balance

—

Plan assets (EOY)

$92.9M

Net assets (EOY)

$92.9M

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)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "SEI* SEI Intermediate Duration FD-A**" is 40% of plan.
99 bps in Schedule C fees — 518% above peer band of 16 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 WATLOW ELECTRIC MANUFACTURING COMPANY.

Plan sponsor

Name

WATLOW ELECTRIC MANUFACTURING COMPANY

EIN

43-0574450

Address

12001 LACKLAND ROAD · ST. LOUIS, MO · 631464039

Phone

(314) 878-4600

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-22

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON CONSULTING	—	ST. LOUIS, MO	NONE	$583K	—
SEI INVESTMENTS	—	OAKS, PA	NONE	$315K	—
RSM US LLP	42-0714325	—	NONE	$21K	—

Investments

12 direct securities· $92.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
SEI* SEI Intermediate Duration FD-A**	—	—	$41.3M	$37.4M	40.3%
SEI* SEI Long Duration Fund**	—	—	$28.6M	$22.4M	24.1%
SEI* SEI World Equity Ex-US Fund**	—	—	$5.2M	$5.1M	5.5%
U.S. Government US Treasury Strips 2/15/35**	—	—	$5.2M	$5.1M	5.5%
SEI* SEI Large Cap Index Fund**	—	—	$4.9M	$5.0M	5.4%
SEI* SEI US Managed Vol Fund**	—	—	$4.9M	$4.3M	4.6%
U.S. Government US Treasury Strips 2/15/40**	—	—	$4.4M	$4.2M	4.5%
UBS Trumbull UBS Trumbull Property Fund	—	—	$3.9M	$4.0M	4.3%
U.S. Government US Treasury Strips 2/15/32**	—	—	$2.2M	$2.2M	2.3%
U.S. Government US Treasury Strips 8/15/44**	—	—	$1.9M	$1.8M	1.9%
U.S. Government US Treasury Strips 8/15/52**	—	—	$1.3M	$1.1M	1.1%
Entrust Capital Entrust Capital Diversified Fund Ser 12/31/16 CL X	—	—	$21K	$19K	<0.1%