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Original filing (PDF)20251013081536NAL0000369955001
SIRVA INC.
Form 5500
FILING_RECEIVED
SIRVA EMPLOYEES RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
46% in single holdingNo recordkeeper disclosed6 service providers
Active participants
138
Accounts w/ balance
—
Plan assets (EOY)
$87.2M
Net assets (EOY)
$87.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
77
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: LONG CREDIT BOND FUND (no filing on disk)]" is 46% of plan.
- 52 bps in Schedule C fees — 222% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIRVA INC..
Plan sponsor
Name
SIRVA INC.
EIN
52-1840893
Address
ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL · 60181
Phone
(630) 570-3196
Industry
Transportation & Warehousingsee all
Plan administrator
Name
BENEFIT COMMITTEE, SIRVA, INC.
EIN
52-1840893
City
OAKBROOK TERRACE, IL
Phone
(630) 570-3196
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
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $80K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESTMENTS | 36-3109431 | — | NONE | $159K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $143K | — |
| CROWE LLP | 35-0921680 | — | NONE | $32K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $29K | — |
| ACTIVE GRAPHICS, IC. | 36-2554359 | — | NONE | $6K | — |
Investments
1 direct security · 11 pooled funds· $86.6M(99% 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
$73.2M
10 holdings
Uncategorized
$6.7M
1 holding
Pooled Separate Account
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG CREDIT BOND FUND AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 007 | Common Collective Trust | — | — | $36.4M | 41.8% | |
| LARGE CAP EQUITY INDEX FUND AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 006 | Common Collective Trust | — | — | $11.8M | 13.5% | |
| NON-US EQUITY INDEX FUND AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 010 | Common Collective Trust | — | — | $7.6M | 8.8% | |
| [DFE: PRINCIPAL LDI EXTENDED DURATION SEPARATE ACCOUNT (extraction pending)] | — | — | — | $6.7M | 7.7% | |
| PRIN LDI EXT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | — | — | $6.7M | 7.7% | |
| CORE REAL ESTATE AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 000 | Common Collective Trust | — | — | $6.3M | 7.3% | |
| 20+ YEAR U.S. TREASURY STRIPS INDEX AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 012 | Common Collective Trust | — | — | $4.1M | 4.7% | |
| MULTI ASSET CREDIT FUND AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 000 | Common Collective Trust | — | — | $3.2M | 3.6% | |
| SMALL CAP EQUITY INDEX FUND AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 009 | Common Collective Trust | — | — | $2.0M | 2.3% | |
| EB TEMP INV FD 1.147% 12/31/2049 DD THE BANK OF NEW YORK MELLON · EIN 13-5160382 / PN 000 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| HIGH YIELD PLUS BOND FUND AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 004 | Common Collective Trust | — | — | $416K | 0.5% | |
| GLOBAL REAL ESTATE FUND AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 005 | Common Collective Trust | — | — | $197K | 0.2% |
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