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Original filing (PDF)20250924155348NAL0017482466001
LIEBHERR MINING & CONSTRUCTION
Form 5500
FILING_RECEIVED
LIEBHERR-AMERICA INC. PENSION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,731
Accounts w/ balance
2,238
Plan assets (EOY)
$264.3M
Net assets (EOY)
$264.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIEBHERR MINING & CONSTRUCTION.
Plan sponsor
Name
LIEBHERR MINING & CONSTRUCTION
EIN
54-0885749
Address
4800 CHESTNUT AVENUE · NEWPORT NEWS, VA · 23607
Phone
(757) 928-2207
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
2025-09-24
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $58K | — |
| LIEBHERR-AMERICA, INC | 54-0885749 | — | SERVICE PROVIDER | $17K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $9K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $9K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | SERVICE PROVIDER | $0 | — |
Investments
26 direct securities · 10 pooled funds· $356.1M(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.
Uncategorized
$249.3M
26 holdings
Common Collective Trust
$106.8M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA Life Insurance and Annuity Company VRIAC Stable Value Option Account | — | — | — | $33.0M | 12.5% | |
| Vanguard Group, Inc. Vanguard Institutional Index Fund | — | — | — | $24.4M | 9.2% | |
| Vangrd Instit Index Fnd Ins Registered Investment Company | — | — | — | $24.4M | 9.2% | |
| VOYA TARGET RETIREMENT 2045 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 108 | Common Collective Trust | — | — | $23.1M | 8.7% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $22.3M | 8.4% | |
| JP Morgan. Large Cap Growth Fund Class R6 | — | — | — | $22.3M | 8.4% | |
| VOYA TARGET RETIREMENT 2035 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 106 | Common Collective Trust | — | — | $21.7M | 8.2% | |
| American Funds Growth Fund R6 | — | — | — | $18.7M | 7.1% | |
| VOYA TARGET RETIREMENT 2025 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 104 | Common Collective Trust | — | — | $14.3M | 5.4% | |
| Voya Target Retire 2025 Tr 4 Common Collective Trust | — | — | — | $14.3M | 5.4% | |
| VOYA TARGET RETIREMENT 2055 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 110 | Common Collective Trust | — | — | $12.6M | 4.8% | |
| VOYA TARGET RETIREMENT 2050 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 109 | Common Collective Trust | — | — | $8.0M | 3.0% | |
| VOYA TARGET RETIREMENT 2040 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 107 | Common Collective Trust | — | — | $7.8M | 3.0% | |
| Vanguard Group, Inc. Vanguard Small Cap Index Fund Admiral | — | — | — | $6.2M | 2.4% | |
| BlkRk Eqty Divdnd Inst Registered Investment Company | — | — | — | $6.1M | 2.3% | |
| BlackRock, Inc. BlackRock Equity Dividend Institutional Fund | — | — | — | $6.1M | 2.3% | |
| VOYA Retirement Funds VOYA Government Market Fund A 311 * VOYA Retirement Funds VOYA T. Rowe Price Diversified Mid Cap | — | — | — | $6.1M | 2.3% | |
| VY TRwPr Divr MdCp Gr Pt I Registered Investment Company | — | — | — | $6.1M | 2.3% | |
| VOYA TARGET RETIREMENT 2060 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 111 | Common Collective Trust | — | — | $5.9M | 2.2% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $5.9M | 2.2% | |
| Vanguard Group, Inc. Vanguard Total International Stock Index Fund Admiral | — | — | — | $5.9M | 2.2% | |
| VOYA TARGET RETIREMENT 2030 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 105 | Common Collective Trust | — | — | $5.8M | 2.2% | |
| VY JPM MdCp Value Port I Registered Investment Company | — | — | — | $5.7M | 2.1% | |
| VOYA Retirement Funds VOYA JPMorgan Mid Cap Val Portfolio I | — | — | — | $5.7M | 2.1% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $5.6M | 2.1% | |
| VOYA Retirement Funds VOYA Intermediate Bond Fund | — | — | — | $5.4M | 2.0% | |
| Vanguard Group, Inc. Vanguard Mid Cap Index Fund Admiral | — | — | — | $5.3M | 2.0% | |
| VOYA Investment Trust Co. VOYA Target Retirement Income Fund | — | — | — | $5.2M | 2.0% | |
| VOYA TARGET RETIREMENT INCOME TRUST VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 103 | Common Collective Trust | — | — | $5.2M | 2.0% | |
| VOYA Retirement Funds VOYA GNMA Income Fund | — | — | — | $3.8M | 1.5% | |
| American Funds Income Fund R6 | — | — | — | $3.8M | 1.4% | |
| Federated Investment Management Company Federated Institutional High Yield Bond Fund | — | — | — | $2.5M | 0.9% | |
| VOYA TARGET RETIREMENT 2065 VOYA COLLECTIVE TRUST · EIN 06-1440627 / PN 112 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| Inv Dev Mrkts Fd Y Registered Investment Company | — | — | — | $1.7M | 0.7% | |
| Invesco Developing Markets Fund | — | — | — | $1.7M | 0.7% | |
| Voya MltMgr Intl Sm Cap Fd I Registered Investment Company | — | — | — | $1.0M | 0.4% |
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