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Original filing (PDF)20251014151548NAL0001568691001
ESCO GROUP LLC
Form 5500
FILING_RECEIVED
ESCO CORPORATION PENSION PLAN
Defined-benefit pension plan
Signals · 2
57% in single holdingNo recordkeeper disclosed
Active participants
209
Accounts w/ balance
—
Plan assets (EOY)
$113.0M
Net assets (EOY)
$112.8M
How this plan invests
This plan
9 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Russell 8 yr. LDI Fixed Income Fund Collective trust" is 57% of plan.
- 67 bps in Schedule C fees — 568% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESCO GROUP LLC.
Plan sponsor
Name
ESCO GROUP LLC
EIN
83-0707182
Address
777 MAIN ST. · STE 2050/ATTN NAM BENEFITS · FORT WORTH, TX · 76102
Phone
(889) 974-4727
Industry
Manufacturingsee 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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | NONE | $316K | — |
| MERCER HR SERVICES, LLC | 20-1932099 | — | NONE | $207K | — |
| MERCER | 13-2834414 | — | NONE | $158K | — |
| PRINCIPAL BANK | 42-1466678 | — | NONE | $49K | — |
| MOSS ADAMS | 91-0189318 | — | NONE | $25K | — |
Investments
4 direct securities · 9 pooled funds· $132.1M(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.
Common Collective Trust
$110.3M
9 holdings
Uncategorized
$21.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RUSSELL 8 YEAR LDI FIXED INCOME FUN RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 005 | Common Collective Trust | — | $61.8M | $64.7M | 57.2% | |
| RITC 10 15 Yr Strips Fixed Inc Fund Collective trust | — | — | $17.7M | $13.9M | 12.3% | |
| RUSSELL COMMINGLED 10YR STRIP FIXED RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 010 | Common Collective Trust | — | — | $13.9M | 12.3% | |
| RUSSELL 14 YEAR LDI FIXED INCOME FU RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 008 | Common Collective Trust | — | $12.8M | $12.8M | 11.4% | |
| RUSSELL 1000 INDEX FUND-SERIES 1 RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 033 | Common Collective Trust | — | $2.0M | $6.0M | 5.3% | |
| RITC 15 20 Yr Strips Fixed Inc Fund Collective trust | — | — | $4.5M | $4.2M | 3.7% | |
| RUSSELL COMMINGLED 15-20YR STRIP FI RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 011 | Common Collective Trust | — | — | $4.2M | 3.7% | |
| RUSSELL INTERNATIONAL FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 005 | Common Collective Trust | — | $2.1M | $3.2M | 2.8% | |
| Blackrock Short-Term Investment Fund Cash equivalent | — | — | $2.7M | $2.7M | 2.4% | |
| RUSSELL REAL ESTATE EQUITY FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 008 | Common Collective Trust | — | $1.3M | $2.3M | 2.1% | |
| RUSSELL WORLD EQUITY FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 046 | Common Collective Trust | — | $909K | $2.1M | 1.9% | |
| RITC 25 Plus Yr Strips Fixed Inc Fd Collective trust | — | — | $1.4M | $1.0M | 0.9% | |
| RUSSELL COMMINGLED 25YR PLUS STRIP RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.9% |