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Original filing (PDF)20251014113039NAL0003788656001
ADMIN. COMM. OF THE USW CAREER PENSION PLAN FOR APPENDIX A EMPLOYEES
Form 5500
FILING_RECEIVED
PADUCAH DEACTIVATION PROJECT USW CAREER PENSION PLAN FOR APPENDIX A USW-REPRESENTED EMPLOYEES
Defined-benefit pension plan
Signals · 2
38% in single holding~121 bps in Sched C fees
Active participants
50
Accounts w/ balance
—
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
81
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Schwab" is 38% of plan.
- 121 bps in Schedule C fees — 316% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADMIN. COMM. OF THE USW CAREER PENSION PLAN FOR APPENDIX A EMPLOYEES.
Plan sponsor
Name
ADMIN. COMM. OF THE USW CAREER PENSION PLAN FOR APPENDIX A EMPLOYEES
EIN
81-4329749
Address
5511 HOBBS RD. · KEVIL, KY · 42053
Phone
(270) 441-5291
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | TRUSTEE | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | 57-0381582 | — | AUDITOR | $28K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US, LLC | 53-0181291 | — | ACTUARY | $63K | — |
Investments
9 direct securities· $10.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab | — | — | $3.6M | $3.9M | 37.6% | |
| iShares | — | — | $2.9M | $2.7M | 26.3% | |
| iShares | — | — | $1.3M | $1.4M | 13.1% | |
| Vanguard | — | — | $564K | $618K | 6.0% | |
| SPDR | — | — | $412K | $419K | 4.0% | |
| iShares | — | — | $340K | $414K | 4.0% | |
| iShares | — | — | $416K | $409K | 3.9% | |
| Vanguard | — | — | $316K | $298K | 2.9% | |
| First American | — | — | $231K | $231K | 2.2% |
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