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Original filing (PDF)20250714140159NAL0001126225001
POST HOLDINGS, INC.
Form 5500
FILING_RECEIVED
POST HOLDINGS, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
~99 bps in Sched C feesNo recordkeeper disclosed
Active participants
302
Accounts w/ balance
—
Plan assets (EOY)
$106.7M
Net assets (EOY)
$106.5M
How this plan invests
This plan
11 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)
84
/ 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
80
Participation health
100
Knocking points off
- 99 bps in Schedule C fees — 890% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 POST HOLDINGS, INC..
Plan sponsor
Name
POST HOLDINGS, INC.
EIN
45-3355106
Address
2503 SOUTH HANLEY ROAD · ST. LOUIS, MO · 631442503
Phone
(314) 644-7600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $652K | — |
| TOWERS WATSON DELAWARE | — | ST. LOUIS, MO | NONE | $358K | — |
| STATE STREET BANK & TRUST COMPANY | 61-1673012 | — | NONE | $47K | — |
Investments
11 pooled funds· $103.0M(97% 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 |
|---|---|---|---|
| RUSSELL 1000 INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 160 | Common Collective Trust | $23.1M | 21.7% |
| GLOBAL DEFENSIVE EQUITY NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 46-6399427 / PN 001 | Common Collective Trust | $15.6M | 14.6% |
| 20+ YEAR U.S. HIGH QUALITY CORP BD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 296 | Common Collective Trust | $13.6M | 12.7% |
| DAILY MSC INTERNATIONAL EAFE INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 182 | Common Collective Trust | $12.1M | 11.3% |
| 20+ YEAR U.S. TREASURY STRIPS STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 169 | Common Collective Trust | $11.7M | 11.0% |
| U.S. HIGH YIELD BOND INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-3508891 / PN 001 | Common Collective Trust | $11.1M | 10.4% |
| DAILY EMERGING MARKETS INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 192 | Common Collective Trust | $8.9M | 8.4% |
| RUSSELL 2000 INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 013 | Common Collective Trust | $5.3M | 5.0% |
| U.S. REIT INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 327 | Common Collective Trust | $1.6M | 1.5% |
| LONG U.S. CREDIT INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 146 | Common Collective Trust | $65K | <0.1% |
| SSGA HY VERY LIQUID INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-3508891 / PN 001 | Common Collective Trust | $0 | <0.1% |
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