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Original filing (PDF)20251121061031NAL0006319985001
GLOBAL TUNGSTEN & POWDERS LLC
Form 5500
FILING_RECEIVED
GTP SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
459
Accounts w/ balance
666
Plan assets (EOY)
$98.9M
Net assets (EOY)
$98.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL TUNGSTEN & POWDERS LLC.
Plan sponsor
Name
GLOBAL TUNGSTEN & POWDERS LLC
EIN
77-0720929
Address
1 HAWES ST · TOWANDA, PA · 188482134
Phone
(570) 268-5363
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-11-21
Pension benefit codes
2E · Profit-sharing
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
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $217K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREEDMAXICK CPAS | 45-4051133 | — | ACCOUNTANT | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
31 direct securities · 1 pooled fund· $98.8M(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
$86.5M
30 holdings
Common Collective Trust
$12.0M
1 holding
Real Estate
$259K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index Instl Fd | — | — | — | $15.0M | 15.1% | |
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $12.0M | 12.1% | |
| JP Morgan Large Cap Gr R6 Fd | — | — | — | $10.4M | 10.5% | |
| Principal LifeTime 2030 Institutional Fund | — | — | — | $7.6M | 7.6% | |
| JP Morgan Equity Income R4 Fund | — | — | — | $5.3M | 5.3% | |
| Self Directed Brokerage Account | — | — | — | $5.0M | 5.0% | |
| Principal LifeTime 2025 Institutional Fund | — | — | — | $4.3M | 4.4% | |
| Principal LifeTime 2040 Institutional Fund | — | — | — | $3.6M | 3.6% | |
| Fidelity Total Bond K6 Fund | — | — | — | $3.0M | 3.0% | |
| Principal LifeTime 2050 Institutional Fund | — | — | — | $2.6M | 2.6% | |
| Principal LifeTime 2020 Institutional Fund | — | — | — | $2.6M | 2.6% | |
| American Funds EuroPacific Growth R4 Fund | — | — | — | $2.4M | 2.5% | |
| MainStay Hgh Yld Crp Bd Inv Fd | — | — | — | $2.4M | 2.5% | |
| Victory Syca Sm Co Opp R6 Fund | — | — | — | $2.1M | 2.2% | |
| Driehaus Emg Mkg Gr Ins Fund | — | — | — | $2.1M | 2.1% | |
| Principal LifeTime 2045 Institutional Fund | — | — | — | $2.0M | 2.0% | |
| Loomis Sayles Sm Cp Gr I Fund | — | — | — | $2.0M | 2.0% | |
| Principal LifeTime 2035 Institutional Fund | — | — | — | $1.9M | 2.0% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $1.7M | 1.7% | |
| Principal LifeTime 2055 Institutional Fund | — | — | — | $1.7M | 1.7% | |
| Participant loans (interest rates of 3.25% to 8.75%) | — | — | — | $1.5M | 1.5% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $1.5M | 1.5% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $1.4M | 1.4% | |
| MassMutual Sel Mid Cp Gr Svc Fd | — | — | — | $1.1M | 1.2% | |
| Blackrock US Agg Bond Index K Fund | — | — | — | $1.1M | 1.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd | — | — | — | $982K | 1.0% | |
| Principal LifeTime Strategy Inc. Institutional Fund | — | — | — | $455K | 0.5% | |
| Principal LifeTime 2060 Institutional Fund | — | — | — | $381K | 0.4% | |
| Secs Inst Fund | Real Estate | — | — | $259K | 0.3% | |
| Principal LifeTime 2065 Institutional Fund | — | — | — | $223K | 0.2% | |
| Principal LifeTime 2015 Institutional Fund | — | — | — | $156K | 0.2% | |
| Principal LifeTime 2070 Institutional Fund | — | — | — | $62K | <0.1% |
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