Original filing (PDF)20251008172618NAL0003461011001

COORSTEK, INC.

Name: COORSTEK, INC. — COORSTEK, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: COORSTEK, INC.

Form 5500

FILING_RECEIVED

COORSTEK, INC. RETIREMENT PLAN

Defined-benefit pension plan

Signals · 3

49% in single holding~103 bps in Sched C feesNo recordkeeper disclosed

Active participants

186

Accounts w/ balance

—

Plan assets (EOY)

$40.7M

Net assets (EOY)

$40.7M

How this plan invests

This plan

10 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "SEI Intermediate Duration Credit Fund – A Registered investment company" is 49% of plan.
103 bps in Schedule C fees — 256% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COORSTEK, INC..

Plan sponsor

Name

COORSTEK, INC.

EIN

84-0178380

Address

14143 DENVER WEST PARKWAY SUITE 400 · GOLDEN, CO · 80401

Phone

(303) 271-7000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

SINGERLEWAK

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENTS	06-1271230	—	TRUSTEE	$188K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$186K	—
ORRICK HERRINGTON & SUTCLIFFE LLP	94-2952627	—	NONE	$46K	—

Investments

10 direct securities· $40.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
SEI Intermediate Duration Credit Fund – A Registered investment company	—	—	$23.1M	$20.0M	49.2%
SEI Global Managed Volatility Fund Registered investment company	—	—	$10.5M	$9.9M	24.3%
SEI Long Duration Credit Fund – A Registered investment company	—	—	$6.5M	$5.7M	14.0%
U.S. Treasury Strips - Zero Coupon, Maturing 5/15/33 U.S. Government Security	—	—	$1.9M	$1.9M	4.6%
U.S. Treasury Strips - Zero Coupon, Maturing 11/15/38 U.S. Government Security	—	—	$1.6M	$1.4M	3.5%
U.S. Treasury Strips - Zero Coupon, Maturing 8/15/31 U.S. Government Security	—	—	$618K	$529K	1.3%
U.S. Treasury Strips - Zero Coupon, Maturing 11/15/28 U.S. Government Security	—	—	$360K	$371K	0.9%
SEI Government Money Market Fund Money market fund 324 U.S. Treasury Strips - Zero Coupon, Maturing 11/15/26 U.S. Government Security	—	—	$319K	$332K	0.8%
U.S. Treasury Strips - Zero Coupon, Maturing 11/15/44 U.S. Government Security	—	—	$322K	$312K	0.8%
U.S. Treasury Strips - Zero Coupon, Maturing 11/15/53 U.S. Government Security	—	—	$204K	$186K	0.5%