Back to filter
Original filing (PDF)20251016170704NAL0013739506001
EVRAZ NA
Form 5500
FILING_RECEIVED
401(K) SAVINGS PLAN FOR EMPLOYEES OF EVRAZ NA
401(k) retirement plan
Active participants
681
Accounts w/ balance
1,082
Plan assets (EOY)
$187.3M
Net assets (EOY)
$187.3M
How this plan invests
This plan
15 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)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVRAZ NA.
Plan sponsor
Name
EVRAZ NA
EIN
94-0506370
Address
71 S. WACKER DRIVE · SUITE 1700 · CHICAGO, IL · 60606
Phone
(312) 533-3555
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
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
KBF CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $20K | — |
Investments
9 direct securities · 15 pooled funds· $185.4M(99% 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
$134.7M
15 holdings
Uncategorized
$50.7M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET INCOME 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $23.7M | 12.6% | |
| Fidelity 500 Index Fund | — | — | — | $22.3M | 11.9% | |
| VANGUARD TARGET RET INCOME 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $20.3M | 10.9% | |
| VANGUARD TARGET RET INCOME 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.1M | 9.7% | |
| VANGUARD TARGET RET INCOME 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $16.1M | 8.6% | |
| VANGUARD TARGET RET INCOME 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $13.9M | 7.4% | |
| Various Self-Directed Accounts | — | — | — | $13.2M | 7.0% | |
| VANGUARD TARGET RET INCOME 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $12.3M | 6.6% | |
| VANGUARD TARGET RET INCOME 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $11.9M | 6.4% | |
| Vanguard Federal Money Market | — | — | — | $5.9M | 3.1% | |
| VANGUARD TARGET RET INCOME 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.4% | |
| VANGUARD TARGET RETIREMENT INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.1% | |
| VANGUARD TARGET RET INCOME 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $3.0M | 1.6% | |
| GW&K SMALL-MID CAP CORE EQUITY COLL GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.4% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST PIMCO COLLECTIVE INVESTMENT TRUST · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $2.0M | 1.1% | |
| Fidelity US Bond Index Fund | — | — | — | $2.0M | 1.1% | |
| Participants Participant loans (maturities through 2032, at interest rates ranging from 4.25% to 9.50%) — | — | — | — | $1.7M | 0.9% | |
| MFS INSTITUTIONAL INTERNATIONAL EQU MFS · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $1.5M | 0.8% | |
| Fidelity Total International Index Fund | — | — | — | $1.5M | 0.8% | |
| VANGUARD TARGET RET INCOME 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $595K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $587K | 0.3% | |
| Doubleline Flexible Income | — | — | — | $572K | 0.3% | |
| VANGUARD TARGET RET INCOME 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $26K | <0.1% |