Original filing (PDF)20251010091821NAL0007428161001

HERKULES USA CORP

Name: HERKULES USA CORP — HERKULES USA CORP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HERKULES USA CORP

Form 5500

FILING_RECEIVED

HERKULES USA CORP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

110

Accounts w/ balance

128

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERKULES USA CORP.

Plan sponsor

Name

HERKULES USA CORP

EIN

64-0717023

Address

101 RIVER ST · FORD CITY, PA · 162261165

Phone

(724) 763-2066

Industry

Manufacturingsee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH, INC.	42-1445429	FAIRFIELD, IA	INV ADVISOR	$35K	—

Investments

11 pooled funds· $3.3M(21% 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.

			% of plan
LG CAP GROUWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001	Common Collective Trust	$3.3M	21.5%
GREAT GRAY TRUST AM FDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FUNDS 2065 I GREAT GAY · EIN 38-7275308 / PN 777	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572	Common Collective Trust	$0	<0.1%
GREAT GRAY TRUST AM FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568	Common Collective Trust	$0	<0.1%