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Original filing (PDF)20251013142326NAL0002174720001
ELMET TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
ELMET TECHNOLOGIES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
59% in single holding
Active participants
391
Accounts w/ balance
537
Plan assets (EOY)
$98.8M
Net assets (EOY)
$98.8M
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: LARGE CAP GROWTH FUND II FEE CLASS (no filing on disk)]" is 59% of plan.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELMET TECHNOLOGIES LLC.
Plan sponsor
Name
ELMET TECHNOLOGIES LLC
EIN
47-2668452
Address
1560 LISBON STREET · LEWISTON, ME · 04240
Phone
(207) 333-6182
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | — | AKRON, OH | INVESTMENT ADVISOR | $18K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| ELMET TECHNOLOGIES LLC | — | LEWISTON, ME | OTHER | $5K | — |
Investments
2 pooled funds· $15.3M(15% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $9.0M | 9.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD · EIN 38-7041744 / PN 000 | Common Collective Trust | — | — | $6.3M | 6.3% |