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Original filing (PDF)20251013131228NAL0001369553001
ECOVYST CATALYST TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
ECO SERVICES HOURLY PENSION PLAN
Defined-benefit pension plan
Signals · 1
45% in single holding
Active participants
42
Accounts w/ balance
—
Plan assets (EOY)
$43.8M
Net assets (EOY)
$43.8M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
78
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Long-Term Investment-Grade Fund Admiral Mutual Fund" is 45% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECOVYST CATALYST TECHNOLOGIES, LLC.
Plan sponsor
Name
ECOVYST CATALYST TECHNOLOGIES, LLC
EIN
86-2551862
Address
P.O. BOX 834 · VALLEY FORGE, PA · 19482
Phone
(484) 617-1202
Industry
Manufacturingsee all
Plan administrator
Name
ECOVYST CATALYST BENEFIT PLANS COMMITTEE
EIN
23-2012066
City
VALLEY FORGE, PA
Phone
(484) 617-1202
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
URISH POPECK & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-2188688 | MALVERN, PA | TRUSTEE | $114K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM M. MERCER | 13-2834414 | PHILADELPHIA, PA | ACTUARY | $41K | — |
Investments
6 direct securities· $43.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-Term Investment-Grade Fund Admiral Mutual Fund | — | — | $20.4M | $19.5M | 44.4% | |
| Vanguard Intermediate-Term Investment-Grade Admiral Mutual Fund | — | — | $6.8M | $6.8M | 15.5% | |
| Vanguard Long-Term Treasury Fund Admiral Mutual Fund | — | — | $6.6M | $6.3M | 14.5% | |
| Vanguard Total Stock Market Index Fund Inst Mutual Fund | — | — | $5.6M | $5.4M | 12.2% | |
| Vanguard Total International Stock Index Fund Inst Mutual Fund | — | — | $3.7M | $3.5M | 8.1% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Mutual Fund | — | — | $2.3M | $2.2M | 5.1% |
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