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Original filing (PDF)20251001110435NAL0031483458001
HYDRO EXTRUSION USA, LLC
Form 5500
FILING_RECEIVED
HYDRO EXTRUSION USA, LLC PENSION PLAN
Defined-benefit pension plan
Signals · 2
51% in single holding~124 bps in Sched C fees
Active participants
76
Accounts w/ balance
—
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 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 "Blackrock Long Duration Corporate Credit" is 51% of plan.
- 124 bps in Schedule C fees — 327% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDRO EXTRUSION USA, LLC.
Plan sponsor
Name
HYDRO EXTRUSION USA, LLC
EIN
58-2216096
Address
6250 N. RIVER ROAD, SUITE 5000 · ROSEMONT, IL · 60018
Phone
(877) 710-7272
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO.,INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $380K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $178K | — |
| BLACKROCK INST. TRUST COMPANY | 94-3112180 | — | NONE | $21K | — |
| SCHNEIDER DOWNS & CO. | 25-1408703 | — | NONE | $20K | — |
Investments
1 direct security · 8 pooled funds· $52.7M(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.
Common Collective Trust
$47.5M
8 holdings
Uncategorized
$5.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG DURATION CREDIT SCREEN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4520291 / PN 001 | Common Collective Trust | — | $21.5M | $24.3M | 50.1% | |
| Screened Fund * Northern Trust US Market Index Fund | — | — | $2.5M | $5.2M | 10.8% | |
| GOV/CREDIT BOND INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 031 | Common Collective Trust | — | — | $5.2M | 10.8% | |
| INTERMEDIATE DURATION CREDIT SCREEN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-2229248 / PN 001 | Common Collective Trust | — | $4.5M | $4.6M | 9.5% | |
| U.S. STRIPS 20+ YEAR BOND INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-3227381 / PN 001 | Common Collective Trust | — | $5.3M | $4.2M | 8.6% | |
| WORLD X-US INVESTABLE MARKET INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 126 | Common Collective Trust | — | $2.7M | $3.9M | 8.1% | |
| HIGH YIELD BOND FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 82-6192524 / PN 007 | Common Collective Trust | — | $2.5M | $3.6M | 7.4% | |
| EMERGING MARKETS FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 82-6192524 / PN 012 | Common Collective Trust | — | $755K | $1.0M | 2.1% | |
| SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $624K | $624K | 1.3% |
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