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Original filing (PDF)20251014114704NAL0003832464001
SYPRIS TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
SYPRIS TECHNOLOGIES MARION, LLC RESTATED PENSION PLAN FOR UNION EMPLOYEES
Defined-benefit pension plan
Signals · 2
100% in single holding~79 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
75
Participation health
90
Knocking points off
- Top holding "[DFE: SYPRIS, INC. MASTER TRUST UNDER AGREEMENT (NATIONAL CITY TRUST, ACCOUNT NO. 4069005AA1) (extraction pending)]" is 100% of plan.
- 79 bps in Schedule C fees — 173% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYPRIS TECHNOLOGIES, INC..
Plan sponsor
Name
SYPRIS TECHNOLOGIES, INC.
EIN
61-1389825
Address
101 BULLITT LANE, SUITE 450 · LOUISVILLE, KY · 40222
Phone
(502) 329-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
119
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK, NATIONAL ASSOCIATION | 25-1211909 | — | NONE | $53K | — |
| MERCER | 13-2834414 | — | NONE | $23K | — |
| CHERRY BEKAERT LLP | 56-0574444 | — | NONE | $9K | — |
Investments
1 pooled fund· $10.4M(98% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SYPRIS, INC. MASTER TRUST SYPRIS TECHNOLOGIES, INC. · EIN 61-1389825 / PN 008 | Master Trust | — | — | $10.4M | 97.5% |
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