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Original filing (PDF)20251014130034NAL0001418147001
OERLIKON USA HOLDING, INC.
Form 5500
FILING_RECEIVED
OERLIKON USA HOLDING, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
~310 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$16.0M
Net assets (EOY)
$15.8M
How this plan invests
This plan
21 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
65
Vendor stack
75
Participation health
90
Knocking points off
- 310 bps in Schedule C fees — 970% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OERLIKON USA HOLDING, INC..
Plan sponsor
Name
OERLIKON USA HOLDING, INC.
EIN
95-2549713
Address
5700 MELLON ROAD · EXPORT, PA · 15632
Phone
(724) 325-6528
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-3022712 | — | TRUSTEE /ADMIN | $200K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS | 25-1408703 | — | AUDIT | $25K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK/CONDUENT CONSULTANTS | 13-3954297 | — | ACTUARY / CONSULTING | $159K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INST ASSET MGMT CO | 20-4659714 | — | INV MANAGEMENT | $56K | — |
| ONE DIGITAL | 82-1434504 | — | INV MANAGEMENT / CONSULT | $55K | — |
Investments
6 direct securities · 21 pooled funds· $21.1M(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.
Common Collective Trust
$14.9M
21 holdings
Uncategorized
$6.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM LG CORP A OR BETTER COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 103 | Common Collective Trust | — | — | $3.7M | 22.9% | |
| SPARTAN 500 INDEX POOL GEODE CAPITAL TRUST MGMT TRUST CO · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $3.5M | 21.9% | |
| FIAM LONG DURATION COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 053 | Common Collective Trust | — | — | $3.2M | 19.9% | |
| NT COLLECTIVE GOVERNMENT STIF | — | — | — | $2.2M | 13.7% | |
| SPARTAN TOTAL INTERNATIONAL INDEX P GEODE CAPITAL TRUST MGMT TRUST CO · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $1.8M | 11.0% | |
| NT COLLECTIVE GOVERNMENT STIF | — | — | — | $1.4M | 8.8% | |
| INVESVO GOVERNMENT LIQUIDITY FUND | — | — | — | $1.3M | 8.2% | |
| SPARTAN EXTENDED MARKET INDEX POOL GEODE CAPITAL TRUST MGMT TRUST CO · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $893K | 5.6% | |
| INVESVO GOVERNMENT LIQUIDITY FUND | — | — | — | $879K | 5.5% | |
| SPARTAN REAL ESTATE INDEX POOL - CL GEODE CAPITAL TRUST MGMT TRUST CO · EIN 82-6293122 / PN 012 | Common Collective Trust | — | — | $785K | 4.9% | |
| FIAM EMRG MKTS DEBT COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 022 | Common Collective Trust | — | — | $590K | 3.7% | |
| FIAM LONG US TREAS STRIPS COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 120 | Common Collective Trust | — | — | $544K | 3.4% | |
| INVESVO GOVERNMENT LIQUIDITY FUND | — | — | — | $354K | 2.2% | |
| FIAM INSTL CASH COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 055 | Common Collective Trust | — | — | $22K | 0.1% | |
| FIAM INTM INFL PR BOND IDX CP A FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 104 | Common Collective Trust | — | — | $18K | 0.1% | |
| NT COLLECTIVE GOVERNMENT STIF | — | — | — | $14K | <0.1% | |
| FIAM HIGH YIELD BOND COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 013 | Common Collective Trust | — | — | $5K | <0.1% | |
| FIAM REIT COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SMALL CAP CORE COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM INTL GROWTH COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SELECT INTL EQ COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SMALL-MID CAP CORE COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM EMERGING MARKETS FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 032 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SEL INTL SM CAP COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 036 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SEL EMRG MKT EQ COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 100 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SELECT CANADA COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 101 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM GLOBAL LOW VOLATILTY COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 145 | Common Collective Trust | — | — | $0 | <0.1% |