Original filing (PDF)20250930094559NAL0005420771001

ST MARYS FOUNDRY LTD

Name: ST MARYS FOUNDRY LTD — ST. MARYS FOUNDRY LTD 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: ST MARYS FOUNDRY LTD

Form 5500

FILING_RECEIVED

ST. MARYS FOUNDRY LTD 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 2

92% in single holding~85 bps in Sched C fees

Active participants

112

Accounts w/ balance

124

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST MARYS FOUNDRY LTD.

Plan sponsor

Name

ST MARYS FOUNDRY LTD

EIN

92-1501681

Address

405 E SOUTH STREET · ST MARYS, OH · 45885

Phone

(419) 394-3346

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

STROH & JOHNSON & CO, LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERV	—	IRVINE, CA	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MINSTER BANK	—	MINSTER, OH	INVESTMENT ADVISOR	$19K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

3 direct securities · 1 pooled fund· $284K(4% 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

$142K

1 holding

OTHER

$130K

1 holding

Uncategorized

$12K

2 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	FEDERATED HERMES CAPITAL PRES. IP FEDERATED INVESTORS · EIN 22-2712853 / PN 001	Common Collective Trust

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