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Original filing (PDF)20251007071907NAL0004428401001
CHARLOTTE PIPE AND FOUNDRY COMPANY
Form 5500
FILING_RECEIVED
CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,819
Accounts w/ balance
2,065
Plan assets (EOY)
$284.5M
Net assets (EOY)
$284.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
44 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 (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLOTTE PIPE AND FOUNDRY COMPANY.
Plan sponsor
Name
CHARLOTTE PIPE AND FOUNDRY COMPANY
EIN
56-0174030
Address
P.O. BOX 35430 · CHARLOTTE, NC · 282356092
Phone
(704) 372-5030
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $195K | — |
Investments
37 direct securities · 12 pooled funds· $334.6M(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
$215.7M
37 holdings
Common Collective Trust
$118.8M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $49.9M | 17.6% | |
| JPMorgan Large Cap Growth Fund Mutual Funds | — | — | — | $23.0M | 8.1% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $20.4M | 7.2% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $17.6M | 6.2% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | — | — | — | $15.6M | 5.5% | |
| Principal/BlackRock S&P MidCap Index CIT N Fund Common/Collective Trust Funds | — | — | — | $15.4M | 5.4% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $15.2M | 5.3% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds | — | — | — | $14.5M | 5.1% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $11.3M | 4.0% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | — | — | — | $11.2M | 3.9% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | — | — | — | $10.6M | 3.7% | |
| Principal/MFS Value CIT N Fund Common/Collective Trust Funds | — | — | — | $10.4M | 3.6% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds | — | — | — | $9.4M | 3.3% | |
| Participant loans Interest rates ranging from 3.25% | — | — | — | $8.3M | 2.9% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $8.0M | 2.8% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.8% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.7% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | — | — | — | $7.6M | 2.7% | |
| EuroPacific Growth Fund Mutual Funds | — | — | — | $6.8M | 2.4% | |
| Vanguard Target Retirement 2065 Inv Mutual Funds | — | — | — | $6.6M | 2.3% | |
| Principal/BlackRock Russell 2000 Index CIT N Fund Common/Collective Trust Funds | — | — | — | $6.3M | 2.2% | |
| Principal/BlackRock U.S. Aggregate Bond Index CIT TR Fund Common/Collective Trust Funds | — | — | — | $6.0M | 2.1% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $5.6M | 2.0% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $5.5M | 1.9% | |
| Principal/BlackRock Intl Equity Index CIT TR Fund Common/Collective Trust Funds | — | — | — | $4.3M | 1.5% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.4% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | — | — | — | $3.9M | 1.4% | |
| PIMCO Real Return/Institutional - TR Mutual Funds | — | — | — | $2.5M | 0.9% | |
| Principal/BlackRock S&P MidCap Index CIT TR Fund Common/Collective Trust Funds | — | — | — | $2.2M | 0.8% | |
| Principal/BlackRock U.S. Aggregate Bond Index CIT N Fund Common/Collective Trust Funds | — | — | — | $1.8M | 0.6% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | — | — | — | $1.7M | 0.6% | |
| Northern Global Real Estate Index- TR Mutual Funds | — | — | — | $1.6M | 0.6% | |
| Principal/BlackRock Russell 2000 Index CIT TR Fund Common/Collective Trust Funds | — | — | — | $1.5M | 0.5% | |
| Acadian Emerging Markets I - TR Mutual Funds | — | — | — | $1.4M | 0.5% | |
| Principal/BlackRock International Equity Index CIT N Fund Common/Collective Trust Funds | — | — | — | $1.3M | 0.5% | |
| American Funds EuroPacific Gr R6 TR Mutual Funds | — | — | — | $1.3M | 0.4% | |
| Vanguard Target Retirement 2070 Inv Mutual Funds | — | — | — | $1.1M | 0.4% | |
| Vanguard Target Retirement Income Inv Mutual Funds | — | — | — | $1.1M | 0.4% | |
| Principal/MFS Value CIT TR Fund Common/Collective Trust Funds | — | — | — | $915K | 0.3% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $834K | 0.3% | |
| PIMCO High Yield I - TR Mutual Funds | — | — | — | $832K | 0.3% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Funds | — | — | — | $546K | 0.2% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $479K | 0.2% | |
| Victory Sycamore Established Value Fund Mutual Funds | — | — | — | $367K | 0.1% | |
| MassMutual Small Cap Growth Equity Fund Mutual Funds | — | — | — | $146K | <0.1% | |
| (E) | — | — | — | $76K | <0.1% | |
| Principal SmallCap Value Fund II Mutual Funds | — | — | — | $76K | <0.1% | |
| (E) | — | — | — | $18K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% |