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Original filing (PDF)20251014211101NAL0001814259001
VALMET, INC.
Form 5500
FILING_RECEIVED
VALMET, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,157
Accounts w/ balance
2,608
Plan assets (EOY)
$431.6M
Net assets (EOY)
$431.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALMET, INC..
Plan sponsor
Name
VALMET, INC.
EIN
56-1508400
Address
3720 DAVINCI COURT · SUITE 300 · NORCROSS, GA · 300927627
Phone
(770) 263-7863
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
024
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
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 | $270K | — |
Investments
27 direct securities · 3 pooled funds· $467.0M(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.
Uncategorized
$345.5M
27 holdings
Common Collective Trust
$121.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPREC CIT CL 5 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $55.8M | 12.9% | |
| American Funds Target Date Retirement 2030 | — | — | — | $47.3M | 11.0% | |
| American Funds Target Date Retirement 2035 | — | — | — | $37.2M | 8.6% | |
| Morley Stable Value IV Fund | — | — | — | $35.4M | 8.2% | |
| MORLEY STABLE VALUE IV FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $33.2M | 7.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $32.5M | 7.5% | |
| American Funds Target Date Retirement 2025 | — | — | — | $28.0M | 6.5% | |
| Dodge & Cox Stock Fund | — | — | — | $27.9M | 6.5% | |
| American Funds Target Date Retirement 2040 | — | — | — | $19.0M | 4.4% | |
| American Funds Target Date Retirement 2050 | — | — | — | $17.8M | 4.1% | |
| Dodge & Cox Income Fund | — | — | — | $17.0M | 3.9% | |
| American Funds Target Date Retirement 2020 | — | — | — | $15.1M | 3.5% | |
| American Europacific Growth Fund | — | — | — | $13.6M | 3.2% | |
| American Funds Target Date Retirement 2045 | — | — | — | $13.5M | 3.1% | |
| American Funds Target Date Retirement 2055 | — | — | — | $11.3M | 2.6% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $11.1M | 2.6% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $6.7M | 1.5% | |
| Vanguard Small-Cap Index Fund | — | — | — | $6.3M | 1.5% | |
| Baird Mid Cap | — | — | — | $6.3M | 1.5% | |
| Vanguard Inflation Protected Sec. | — | — | — | $5.7M | 1.3% | |
| American Funds Target Date Retirement 2060 | — | — | — | $5.6M | 1.3% | |
| JP Morgan Mid-Cap Value Fund | — | — | — | $5.4M | 1.3% | |
| Allspring Special Small Cap Value Fund | — | — | — | $4.3M | 1.0% | |
| Participant loans (interest rates range from 4.25% to 9.50%) - | — | — | — | $3.9M | 0.9% | |
| American Funds Target Date Retirement 2065 | — | — | — | $2.8M | 0.6% | |
| American Funds Target Date Retirement 2015 | — | — | — | $2.1M | 0.5% | |
| American Funds Target Date Retirement 2010 | — | — | — | $1.4M | 0.3% | |
| Fidelity Glb ex US Index Fd | — | — | — | $786K | 0.2% | |
| (E) | — | — | — | $1K | <0.1% | |
| American Funds Target Date Retirement 2070 | — | — | — | $1K | <0.1% |
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