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Original filing (PDF)20251015085959NAL0004132881001
VALMET, INC.
Form 5500
FILING_RECEIVED
VALMET INC, DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 1
29% in single holding
Active participants
74
Accounts w/ balance
—
Plan assets (EOY)
$146.7M
Net assets (EOY)
$146.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Wellington Trust CIF US Inv Grade Corp Long Bond" is 29% of plan.
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 · 30092
Phone
(770) 263-7863
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL | 51-0099493 | — | TRUSTEE | $136K | — |
Investments
8 direct securities · 5 pooled funds· $152.9M(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.
Pooled Separate Account
$116.7M
5 holdings
Uncategorized
$36.2M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTC-CIF II US INVEST GRADE CORP WELLINGTON TRUST COMPANY,NA · EIN 04-6913417 / PN 189 | Pooled Separate Account | — | $44.1M | $41.8M | 28.5% | |
| WTC-CIF II US INVEST GRADE INTERM WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 206 | Pooled Separate Account | — | $25.4M | $25.3M | 17.2% | |
| WTC-CIF II US LONG TRY SERIES I WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 190 | Pooled Separate Account | — | $22.8M | $20.9M | 14.3% | |
| PRINCIPAL/BLACKROCK S&P500 INDEX CI PRINCIPAL FINANCIAL · EIN 94-3224211 / PN 001 | Pooled Separate Account | — | $15.0M | $18.8M | 12.8% | |
| Wellington Trust CIF II US Intermediate Treasury | — | — | $9.9M | $9.9M | 6.8% | |
| WTC-CIF II US INTERMED TRY SERIES I WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 180 | Pooled Separate Account | — | — | $9.9M | 6.8% | |
| American Funds Europacific Growth Fund | — | — | $9.5M | $9.3M | 6.4% | |
| DWS RREEF Real Estate R6 | — | — | $4.2M | $4.3M | 2.9% | |
| RBC Emerging Markets Fund | — | — | $4.0M | $4.2M | 2.8% | |
| Cohen & Steers Institutional Realty Shrs | — | — | $3.0M | $3.1M | 2.1% | |
| Vanguard Small Cap Growth Index Fund | — | — | $2.0M | $2.3M | 1.6% | |
| Vanguard Small Cap Value Index Fund | — | — | $2.0M | $2.2M | 1.5% | |
| Principal Deposit Sweep Program | — | — | $826K | $826K | 0.6% |
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