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Original filing (PDF)20231007142244NAL0032261648001
APERGY USA, INC
Form 5500
FILING_RECEIVED
NORRIS USW PENSION PLAN
Defined-benefit pension plan
Signals · 1
~76 bps in Sched C fees
Active participants
48
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APERGY USA, INC.
Plan sponsor
Name
APERGY USA, INC
EIN
82-3066935
Address
2445 TECHNOLOGY FOREST BLVD · BUILDING 4, 9TH FLOOR · THE WOODLANDS, TX · 77382
Phone
(281) 403-5772
Industry
Manufacturingsee all
Plan administrator
Name
BENEFITS COMMITTEE OF APERGY USA, INC.
EIN
82-3066935
City
THE WOODLANDS, TX
Phone
(281) 403-5792
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-07
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 42-0127290 | — | NONE | $13K | — |
Investments
3 pooled funds· $1.7M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINCPAL MULTIMANAGER LDS CIT II PRINCIPAL TRUST COMPANY · EIN 80-6049172 / PN 001 | Common Collective Trust | $1.4M | 81.6% |
| PRINCPAL MULTIMANAGER LDS CIT I PRINCIPAL TRUST COMPANY · EIN 30-6225619 / PN 001 | Common Collective Trust | $256K | 15.2% |
| PRINCIPAL BLACKROCK SHRT TRM INV FD PRINCIPAL TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | $54K | 3.2% |
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