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Original filing (PDF)20251010102332NAL0004140323001
AMRIZE NORTH AMERICA INC.
Form 5500
FILING_RECEIVED
HOLCIM (US) INC. UNION 401(K) PLAN
401(k) retirement plan
Signals · 1
90% in single holding
Active participants
1,256
Accounts w/ balance
1,437
Plan assets (EOY)
$91.5M
Net assets (EOY)
$91.5M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Participants Participant notes receivable bearing interest at rates from 4.25 to 10.50 percent -" is 90% of plan.
- 27 bps in Schedule C fees — 67% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMRIZE NORTH AMERICA INC..
Plan sponsor
Name
AMRIZE NORTH AMERICA INC.
EIN
54-1527022
Address
PO BOX 122 · DUNDEE, MI · 48131
Phone
(734) 529-4219
Industry
Constructionsee all
Plan administrator
Name
BENEFIT PLAN DESIGN COMMITTEE OF HOLCIM PARTICIPATIONS (US) INC.
EIN
54-1527022
City
DUNDEE, MI
Phone
(734) 529-4219
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $101K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $43K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $33K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARNER NORCROSS & JUDD | 38-1422647 | — | ATTORNEY/LEGAL | $26K | — |
Investments
2 direct securities · 1 pooled fund· $112.0M(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.
Master Trust
$88.3M
1 holding
Uncategorized
$23.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HOLCIM US UN 401K HOLCIM US RSP MT HOLCIM PARTICIPATIONS (US) INC. · EIN 54-1527022 / PN 045 | Master Trust | — | — | $88.3M | 96.5% | |
| Participants Participant notes receivable bearing interest at rates from 4.25 to 10.50 percent - | — | — | — | $21.4M | 23.3% | |
| Participants Participant notes receivable bearing interest at rates from 4.25 to 10.50 percent - | — | — | — | $2.3M | 2.5% |