Back to filter
Original filing (PDF)20251014140815NAL0004197904001
WESTINGHOUSE ELECTRIC COMPANY LLC
Form 5500
FILING_RECEIVED
WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
12,540
Accounts w/ balance
9,239
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
17 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s SSgA S&P 500 Index Trust Common collective trusts" is 30% of plan.
- 8 bps in Schedule C fees — 64% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTINGHOUSE ELECTRIC COMPANY LLC.
Plan sponsor
Name
WESTINGHOUSE ELECTRIC COMPANY LLC
EIN
52-2140933
Address
1000 WESTINGHOUSE DRIVE · CRANBERRY TOWNSHIP, PA · 160665228
Phone
(412) 374-4111
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $639K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVESTMENT ADVISOR | $947K | — |
| ALIGHT FINANCIAL ADVISORS | 82-1061233 | — | INVESTMENT ADVISOR | $96K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COZEN O'CONNOR | 23-1732832 | — | ATTORNEY | $29K | — |
Investments
7 direct securities · 17 pooled funds· $2.1B(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
$1.3B
17 holdings
Uncategorized
$765.8M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX SL SERIE STATE STREET FUNDS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $616.3M | 29.5% | |
| Contracts and other securities See attached schedule | — | — | — | $287.8M | 13.8% | |
| Registered investment companies American Funds Growth Fund of America Registered investment company | — | — | — | $263.5M | 12.6% | |
| STATE STREET U.S. BOND INDEX SL SER STATE STREET FUNDS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $166.2M | 7.9% | |
| EARNEST PARTNERS SMID CAP CORE SEI DWIGHT FUNDS · EIN 83-4540592 / PN 006 | Common Collective Trust | — | — | $136.8M | 6.5% | |
| STATE STREET GLOBAL ALL CAP EQ EX-U STATE STREET FUNDS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $132.7M | 6.3% | |
| Self-directed accounts Schwab Personal Choice Retirement Account Self-managed/brokerage account | — | — | — | $101.9M | 4.9% | |
| American Funds EuroPacific Growth Fund Registered investment company | — | — | — | $98.6M | 4.7% | |
| STATE STREET RUSSELL SMALL MID CAP STATE STREET FUNDS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $80.8M | 3.9% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET FUNDS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $23.4M | 1.1% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET FUNDS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $21.3M | 1.0% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET FUNDS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $19.6M | 0.9% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET FUNDS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $19.3M | 0.9% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET FUNDS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $19.2M | 0.9% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET FUNDS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $16.0M | 0.8% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET FUNDS · EIN 90-0337987 / PN 900 | Common Collective Trust | — | — | $14.2M | 0.7% | |
| STATE STREET TARGET RETIREMENT STATE STREET FUNDS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $11.5M | 0.5% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET FUNDS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $7.6M | 0.4% | |
| MetWest Total Return Bond Fund Registered investment company | — | — | — | $6.5M | 0.3% | |
| SEI Collective Trust Fund Common collective trusts | — | — | — | $5.4M | 0.3% | |
| SHORT-TERM INVESTMENT FUND II SEI TRUST COMPANY · EIN 92-2544088 / PN 004 | Common Collective Trust | — | — | $5.4M | 0.3% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET FUNDS · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $3.0M | 0.1% | |
| Short-term investment fund Vanguard Federal Money Market Fund Money market fund | — | — | — | $2.0M | <0.1% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET FUNDS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $1.9M | <0.1% |