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Original filing (PDF)20251013172542NAL0001667137004
CLEVELAND-CLIFFS STEEL LLC
Form 5500
FILING_RECEIVED
CLEVELAND-CLIFFS STEEL LLC HOURLY 401(K) PLAN
401(k) retirement plan
Signals · 1
96% in single holding
Active participants
12,799
Accounts w/ balance
13,833
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
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)
89
/ 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
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Management Trust Company Investments in Master Trust N/A" is 96% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
007
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
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OP CO, LLC | 04-2647786 | — | RECORDKEEPER | -$344K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISOR | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $29K | — |
Investments
2 direct securities · 1 pooled fund· $3.3B(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
$1.7B
2 holdings
Master Trust
$1.6B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Investments in Master Trust N/A | — | — | — | $1.6B | 96.2% | |
| CLEVELAND-CLIFFS INC. DC PLAN MT CLEVELAND-CLIFFS INC. · EIN 34-1935031 / PN 001 | Master Trust | — | — | $1.6B | 96.2% | |
| Notes receivable (at interest rates ranging Participant Loans from 3.25% to 8.50%) N/A | — | — | — | $63.1M | 3.8% |