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Original filing (PDF)20251013154320NAL0003419234001
COORSTEK LLC
Form 5500
FILING_RECEIVED
COORSTEK LLC SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
2,522
Accounts w/ balance
3,269
Plan assets (EOY)
$344.5M
Net assets (EOY)
$344.5M
How this plan invests
This plan
19 pooled trusts
Schedule D
22 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 COORSTEK LLC.
Plan sponsor
Name
COORSTEK LLC
EIN
46-4089941
Address
14143 DENVER WEST PARKWAY · STE 400 · GOLDEN, CO · 80401
Phone
(303) 271-7000
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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SINGERLEWAK LLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $116K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SINGER LEWAK | 95-2302617 | — | ACCOUNTANT/AUDITOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WTW INVESTMENT MANAGEMENT CONSULTI | 53-0181291 | — | EMPLOYEE OF EMPLOYER | $203K | — |
Investments
7 direct securities · 19 pooled funds· $367.1M(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.
Common Collective Trust
$315.4M
19 holdings
Uncategorized
$51.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB SR PB 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $47.0M | 13.6% | |
| JPMCB SR PB 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $46.8M | 13.6% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $41.0M | 11.9% | |
| JPMCB SR PB 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $34.1M | 9.9% | |
| JPMCB SR PB 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $26.6M | 7.7% | |
| Interest bearing cash, common stocks and registered investment Fidelity BrokerageLink Self-directed brokerage accounts | — | — | — | $23.3M | 6.8% | |
| JPMCB SR PB 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $23.1M | 6.7% | |
| JPMCB SR PB 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $16.3M | 4.7% | |
| JPMCB SR PB 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $12.1M | 3.5% | |
| JPMCB SR PB 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $10.7M | 3.1% | |
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $9.1M | 2.6% | |
| Goldman Sachs Stable Value Collective Trust Institutional Series Class I Funds held in insurance company general account | — | — | — | $8.7M | 2.5% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $8.7M | 2.5% | |
| State Street Russell Small/Mid Cap Index Class K Collective investment trust | — | — | — | $8.7M | 2.5% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $8.7M | 2.5% | |
| AQR US ENHANCED EQ W GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 012 | Common Collective Trust | — | — | $8.0M | 2.3% | |
| JPMCB SR PB INC CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $6.2M | 1.8% | |
| State Street Global Equity ex USA Index Class C Collective investment trust | — | — | — | $5.0M | 1.4% | |
| SS GLB EQ EXUSA NL C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 242 | Common Collective Trust | — | — | $5.0M | 1.4% | |
| Participant loans Interest rates of 4.25% to 9.50% maturing through 2030 | — | — | — | $5.0M | 1.4% | |
| PRU CORE PL BD CL 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 126 | Common Collective Trust | — | — | $4.5M | 1.3% | |
| MAWER INTL EQUITY W GLOBAL TRUST COMPANY · EIN 38-7140710 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.2% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $3.3M | 1.0% | |
| DFA US Targeted Value Portfolio Institutional Class Registered investment company | — | — | — | $1.1M | 0.3% | |
| companies * Fidelity Government Money Market Fund Money market fund | — | — | — | $23K | <0.1% | |
| ARISTOTLE SMMDCP EQ SEI TRUST COMPANY · EIN 81-4315797 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |