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Original filing (PDF)20251016170403NAL0013733218001
EVRAZ NA
Form 5500
FILING_RECEIVED
EVRAZ INC. 401(K) PLAN
401(k) retirement plan
Active participants
941
Accounts w/ balance
1,140
Plan assets (EOY)
$64.3M
Net assets (EOY)
$64.3M
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 (3 bps vs 16 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
009
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, L | 04-3516284 | — | RECORDKEEPER | $19K | — |
Investments
9 direct securities · 15 pooled funds· $62.5M(97% 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
$50.4M
15 holdings
Uncategorized
$12.1M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET INCOME 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $8.7M | 13.5% | |
| VANGUARD TARGET RET INCOME 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $7.5M | 11.7% | |
| VANGUARD TARGET RET INCOME 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $7.2M | 11.2% | |
| VANGUARD TARGET RET INCOME 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $5.9M | 9.2% | |
| VANGUARD TARGET RET INCOME 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $5.0M | 7.8% | |
| VANGUARD TARGET RET INCOME 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $4.6M | 7.2% | |
| accounts Self-Directed Accounts | — | — | — | $3.6M | 5.6% | |
| VANGUARD TARGET RET INCOME 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.3% | |
| Participants Participant loans (maturities through 2034, at interest rates of 4.25% to 9.50%) — | — | — | — | $3.3M | 5.1% | |
| Fidelity 500 Index | — | — | — | $3.1M | 4.8% | |
| VANGUARD TARGET RET INCOME 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.6% | |
| VANGUARD TARGET RET INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.9% | |
| VANGUARD TARGET RET INCOME 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| Vanguard Federal Money Market | — | — | — | $1.0M | 1.6% | |
| Fidelity Extended Market Index | — | — | — | $695K | 1.1% | |
| VANGUARD TARGET RET INCOME 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $398K | 0.6% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST PIMCO COLLECTIVE INVESTMENT TRUST · EIN 90-6083967 / PN 035 | Common Collective Trust | — | — | $366K | 0.6% | |
| GW&K SMALL-MID CAP CORE EQUITY COLL GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $291K | 0.5% | |
| Vanguard Short Term Inflation Fund | — | — | — | $212K | 0.3% | |
| Fidelity Total International Equity Fund | — | — | — | $168K | 0.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $61K | <0.1% | |
| MFS INSTITUTIONAL INTERNATIONAL EQU MFS · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $42K | <0.1% | |
| Doubleline Flexible Income | — | — | — | $23K | <0.1% | |
| VANGUARD TARGET RET INCOME 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% |