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Original filing (PDF)20251008102255NAL0002916339001
MSA WORLDWIDE, LLC
Form 5500
FILING_RECEIVED
MSA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
2,324
Accounts w/ balance
2,687
Plan assets (EOY)
$415.4M
Net assets (EOY)
$415.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- Top holding "[DFE: MANAGED INCOME PORTFOLIO II (no filing on disk)]" is 99% of plan.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSA WORLDWIDE, LLC.
Plan sponsor
Name
MSA WORLDWIDE, LLC
EIN
46-4914866
Address
1000 CRANBERRY WOODS DRIVE · MSA CORPORATE CENTER · CRANBERRY TOWNSHIP, PA · 160665207
Phone
(724) 776-8600
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFIT ADMINISTRATIVE COMMITTEE
EIN
90-0725728
City
CRANBERRY TOWNSHIP, PA
Phone
(724) 776-8600
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INSTIT OPER CO., INC. | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS INC | 04-2654524 | — | ADVISOR | $104K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | CONSULTANT | $85K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $19K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REED SMITH LLP | 25-0749630 | — | LEGAL | $13K | — |
Investments
1 direct security · 2 pooled funds· $18.9M(5% 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
$18.4M
1 holding
Uncategorized
$272K
1 holding
Pooled Separate Account
$272K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MANAGED INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $18.4M | 4.4% | |
| [DFE: PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT (extraction pending)] | — | — | — | $272K | <0.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $272K | <0.1% |
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