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Original filing (PDF)20251013172541NAL0000858755004
CLEVELAND-CLIFFS STEEL LLC
Form 5500
FILING_RECEIVED
CLEVELAND-CLIFFS STEEL LLC SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
3,009
Accounts w/ balance
4,277
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Management Trust Company Investments in Master Trust N/A" is 99% of plan.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVELAND-CLIFFS STEEL LLC.
Plan sponsor
Name
CLEVELAND-CLIFFS STEEL LLC
EIN
71-0871875
Address
200 PUBLIC SQUARE · SUITE 3300 · CLEVELAND, OH · 441142315
Phone
(312) 899-3400
Industry
Manufacturingsee all
Plan administrator
Name
CLEVELAND-CLIFFS STEEL LLC
EIN
71-0871875
City
CLEVELAND, OH
Phone
(312) 899-3081
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OP CO, LLC | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $31K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VEDDER PRICE | 36-3254526 | — | ATTORNEY | $10K | — |
Investments
2 direct securities · 1 pooled fund· $2.1B(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
$1.1B
2 holdings
Master Trust
$1.1B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Investments in Master Trust N/A | — | — | — | $1.1B | 99.1% | |
| CLEVELAND-CLIFFS INC DC PLAN MT CLEVELAND-CLIFFS INC. · EIN 34-1935031 / PN 001 | Master Trust | — | — | $1.1B | 99.1% | |
| Notes receivable (at interest rates ranging Participant Loans from 3.25% to 9.50%) N/A | — | — | — | $9.1M | 0.9% |