Back to filter
Original filing (PDF)20251121061216NAL0009674352001
GLOBAL TUNGSTEN & POWDERS LLC
Form 5500
FILING_RECEIVED
GTP RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
215
Accounts w/ balance
267
Plan assets (EOY)
$19.9M
Net assets (EOY)
$19.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% above peer band of 29 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
003
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
2R · Participant-directed brokerage (SDBA)
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)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $108K | — |
Investments
30 direct securities · 1 pooled fund· $19.9M(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
$19.3M
30 holdings
Common Collective Trust
$546K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal LifeTime 2025 Institutional Fund | — | — | — | $4.7M | 23.6% | |
| Principal LifeTime 2020 Institutional Fund | — | — | — | $3.1M | 15.6% | |
| Principal LifeTime 2030 Institutional Fund | — | — | — | $3.1M | 15.4% | |
| Vanguard Instl Index Instl Fd | — | — | — | $2.0M | 9.8% | |
| JP Morgan Large Cap Gr R6 Fund | — | — | — | $1.1M | 5.5% | |
| Principal LifeTime 2035 Institutional Fund | — | — | — | $981K | 4.9% | |
| Principal LifeTime 2015 Institutional Fund | — | — | — | $713K | 3.6% | |
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $546K | 2.7% | |
| Principal LifeTime 2040 Institutional Fund | — | — | — | $437K | 2.2% | |
| Vanguard Mid Cap Index Adm Fd | — | — | — | $390K | 2.0% | |
| JP Morgan Equity Income R4 Fund | — | — | — | $368K | 1.8% | |
| Self Directed Brokerage Account | — | — | — | $362K | 1.8% | |
| Principal LifeTime Str Inc Inst Fd | — | — | — | $332K | 1.7% | |
| Principal LifeTime 2050 Institutional Fund | — | — | — | $229K | 1.1% | |
| Principal LifeTime 2045 Institutional Fund | — | — | — | $210K | 1.1% | |
| MainStay High Yield Corp Bd Inv Fd | — | — | — | $199K | 1.0% | |
| Vanguard Sm Cap Index Adm Fund | — | — | — | $155K | 0.8% | |
| Fidelity Total Bond K6 Fund | — | — | — | $153K | 0.8% | |
| John Hancock Disc VI MdCp I Fd | — | — | — | $144K | 0.7% | |
| Loomis Sayles Sm Cp Gr I Fd | — | — | — | $140K | 0.7% | |
| Victory Sycamore Small Company Opportunity R6 Fund | — | — | — | $123K | 0.6% | |
| MassMutual Sel Mid Cp Gr Svc Fd | — | — | — | $95K | 0.5% | |
| Am Fds EuroPacific Grth R4 Fd | — | — | — | $87K | 0.4% | |
| Vanguard Ttl Intl Stk Idx Adm Fd | — | — | — | $54K | 0.3% | |
| BlackRock US Agg Bond Index K Fund | — | — | — | $51K | 0.3% | |
| Driehaus Emerging Markets Growth Institutional Fund | — | — | — | $48K | 0.2% | |
| Principal LifeTime 2060 Institutional Fund | — | — | — | $46K | 0.2% | |
| Principal LifeTime 2070 Institutional Fund | — | — | — | $36K | 0.2% | |
| Principal Real Estate Secs Inst Fund | — | — | — | $33K | 0.2% | |
| Principal LifeTime 2065 Institutional Fund | — | — | — | $25K | 0.1% | |
| Principal LifeTime 2055 Institutional Fund | — | — | — | $10K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Manufacturing plans
LIBERTAS COPPER, LLC
LIBERTAS COPPER, LLC HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN
$20.3M · 318 participants
CALBAG METALS COMPANY
CALBAG METALS COMPANY PROFIT SHARING PLAN
$19.5M · 298 participants
BASIC CARBIDE CORPORATION
BASIC CARBIDE CORPORATION PROFIT SHARING RETIREMENT PLAN
$20.6M · 112 participants
NOVELIS ALR ROLLED PRODUCTS, INC.
ALERIS CASH BALANCE PLAN
$19.2M · 49 participants
MULTIMETCO, INC.
MULTIMETCO, INC. EMPLOYEE RETIREMENT PLAN
$20.7M · 69 participants
NEW ENGLAND LEAD BURNING CO., INC.
NEW ENGLAND LEAD BURNING CO., INC. 401(K) SAVINGS PLAN
$18.2M · 131 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B