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Original filing (PDF)20251009083511NAL0011063296001
O'BRIEN INDUSTRIAL HOLDINGS, LLC
Form 5500
FILING_RECEIVED
CHRISTY EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
152
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
8 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "party rate of interest, collateral, par, or maturity value CHARLES SCHWAB BANK * Vanguard LifeStrategy Moderate Fund Mutual Fund N/A" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'BRIEN INDUSTRIAL HOLDINGS, LLC.
Plan sponsor
Name
O'BRIEN INDUSTRIAL HOLDINGS, LLC
EIN
92-0198356
Address
4641 MCREE AVE. · ST. LOUIS, MO · 63110
Phone
(314) 773-7500
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHMERSAHL TRELOAR & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLAYTON FINANCIAL GROUP, LLC | 47-3829020 | — | NONE | $36K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $31K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
18 direct securities · 8 pooled funds· $20.2M(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.
Uncategorized
$18.0M
18 holdings
Common Collective Trust
$2.2M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| party rate of interest, collateral, par, or maturity value CHARLES SCHWAB BANK * Vanguard LifeStrategy Moderate Fund Mutual Fund N/A | — | — | — | $8.1M | 40.0% | |
| Vanguard LifeStrategy Income Fd Mutual Fund N/A | — | — | — | $3.1M | 15.4% | |
| Vanguard LifeStrategy Growth Fd Mutual Fund N/A | — | — | — | $1.8M | 9.0% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| T Rowe Price Large Cap Growth Mutual Fund N/A | — | — | — | $813K | 4.0% | |
| Fidelity 500 Index Fd Mutual Fund N/A | — | — | — | $709K | 3.5% | |
| Dodge & Cox Stock Fund Mutual Fund N/A | — | — | — | $563K | 2.8% | |
| Schwab Indexed Ret Tr Fd 2065 Common Collective Trust N/A 161 * Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% N/A | — | — | — | $538K | 2.7% | |
| Goldman Sachs GQG Ptnrs Intl Mutual Fund N/A | — | — | — | $442K | 2.2% | |
| Personal Choice Retirement Account Personal Brokerage Account N/A | — | — | — | $428K | 2.1% | |
| Vanguard LifeStrategy Consrv Grth Fd Mutual Fund N/A | — | — | — | $387K | 1.9% | |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $352K | 1.7% | |
| Vanguard Mid-Cap Growth Index Mutual Fund N/A | — | — | — | $300K | 1.5% | |
| Hood River Sm Cap Gwth Instl Cl Mutual Fund N/A | — | — | — | $253K | 1.3% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $236K | 1.2% | |
| AGM Timesquare Mid Cap Gwth Fd Mutual Fund N/A | — | — | — | $215K | 1.1% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $148K | 0.7% | |
| Victory Sycamore Established Value Mutual Fund N/A | — | — | — | $141K | 0.7% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $90K | 0.4% | |
| Cohen & Steers Realty Shares Mutual Fund N/A | — | — | — | $74K | 0.4% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $55K | 0.3% | |
| Noninterest-bearing cash and cash equivalents N/A | — | — | — | $45K | 0.2% | |
| Fidelity Intl Index Fd Mutual Fund N/A | — | — | — | $29K | 0.1% | |
| Driehaus Emrg Mkts Gwth Fd Inst Mutual Fund N/A | — | — | — | $23K | 0.1% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $161 | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |