Back to filter
Original filing (PDF)20251015101700NAL0002228387001
THE FIESTA TABLEWARE COMPANY
Form 5500
FILING_RECEIVED
THE FIESTA TABLEWARE COMPANY AND THE UNITED STEEL, AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIE SERVICE WORKERS INTL UNION LOCAL 419M
401(k) retirement plan
Signals · 1
~86 bps in Sched C fees
Active participants
755
Accounts w/ balance
273
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
1 pooled trust
Schedule D
11 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 86 bps in Schedule C fees — 65% above peer band of 52 bps.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FIESTA TABLEWARE COMPANY.
Plan sponsor
Name
THE FIESTA TABLEWARE COMPANY
EIN
55-0215070
Address
672 FIESTA DRIVE · NEWELL, WV · 260501077
Phone
(304) 387-1300
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PACKER THOMAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | SAN FRANCISCO, CA | PLAN CUSTODIAN | $6K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RETIREMENT SOLUTION | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACKER THOMAS | 34-1667340 | CANFIELD, OH | PLAN AUDITOR | $0 | — |
Investments
10 direct securities · 1 pooled fund· $8.1M(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
$7.2M
10 holdings
Common Collective Trust
$931K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | — | — | — | $2.0M | 24.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.3M | 16.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.2M | 15.2% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $931K | 11.4% | |
| similar party collateral, par, or maturity value Vanguard Target Retirement 2020 | — | — | — | $757K | 9.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $745K | 9.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $433K | 5.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $315K | 3.9% | |
| Vanguard Target Retirement Income | — | — | — | $232K | 2.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $146K | 1.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $6K | <0.1% |