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Original filing (PDF)20251015122245NAL0009561810001
ROSS MOULD, LLC
Form 5500
FILING_RECEIVED
ROSS MOULD, LLC BARGAINING EMPLOYEES' DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 1
50% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$29.9M
Net assets (EOY)
$29.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
75
Participation health
90
Knocking points off
- Top holding "Index Separate Account $ 22,242,483" is 50% of plan.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSS MOULD, LLC.
Plan sponsor
Name
ROSS MOULD, LLC
EIN
45-2979151
Address
259 S COLLEGE ST · WASHINGTON, PA · 153015153
Phone
(412) 222-7006
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
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
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS, LLC | 42-1479618 | — | INVESTMENT ADVISORY | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACRISURE, LLC | 92-3652116 | — | ACTUARY | $56K | — |
Investments
5 direct securities · 8 pooled funds· $66.6M(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.
Uncategorized
$33.0M
4 holdings
Pooled Separate Account
$24.4M
8 holdings
Pooled Separate Accounts
$9.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Index Separate Account $ 22,242,483 | — | — | $22.2M | $24.4M | 81.8% | |
| s * Principal LDI Intrm Duration | Pooled Separate Accounts | — | $9.0M | $9.1M | 30.5% | |
| PRIN LDI INTERM DUR SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $9.1M | 30.5% | |
| Separate Account * Principal LargeCap S&P 500 | — | — | $5.3M | $6.7M | 22.3% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.7M | 22.3% | |
| PRIN LDI LONG DURATION SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $3.1M | $3.1M | 10.5% | |
| PRIN DIVERSIFIED INTL SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | $2.1M | $2.3M | 7.6% | |
| Separate Account * Principal U.S. Property | — | — | $1.6M | $1.9M | 6.4% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.9M | 6.4% | |
| PRINCIPAL OVERSEAS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | $700K | $803K | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $327K | $382K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $129K | $141K | 0.5% | |
| party in interest as defined by ERISA.The schedule is prepared using the alternative way of reporting (iii) series transactionsunder DOL Regulation 2520.103-6(d)(2). | — | — | — | $3K | <0.1% |
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