Employers › Metallus › plan 003
Recordkeeping fees per participant · Metallus Inc. Savings and Investment Pension Plan · plan year 2024
$50.88
Higher than 36% of the 5,847 plans $50 to 250M that report it.
= $46,349 / 911
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010085444NAL0012170288001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085444NAL0012170288001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Administrative expenses excluding investment management, per participant
$50.88
Higher than 25% of the 8,758 plans $50 to 250M that report it.
= $46,349 / 911
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010085444NAL0012170288001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085444NAL0012170288001, received 2025-10-10
Administrative expenses per participant
$50.88
Higher than 17% of the 9,042 plans $50 to 250M that report it.
= $46,349 / 911
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010085444NAL0012170288001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085444NAL0012170288001, received 2025-10-10
Administrative expenses as a share of assets
0.021%
Higher than 10% of the 9,049 plans $50 to 250M that report it.
= $46,349 / $218,539,982
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010085444NAL0012170288001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010085444NAL0012170288001, received 2025-10-10
Employer contributions per participant
$3,402
Higher than 61% of the 9,105 plans $50 to 250M that report it.
= $3,099,312 / 911
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010085444NAL0012170288001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085444NAL0012170288001, received 2025-10-10
Employer share of total contributions
23.3%
Higher than 29% of the 9,112 plans $50 to 250M that report it.
= $3,099,312 / $13,327,783
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010085444NAL0012170288001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010085444NAL0012170288001, received 2025-10-10
2E profit-sharing · 2H partially participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010085444NAL0012170288001, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | METALLUS INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Plan name | METALLUS INC. SAVINGS AND INVESTMENT PENSION PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Sponsor EIN / plan number | 46-4024951 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Sponsor location | CANTON, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Industry (business code) | 331110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Participants, beginning of year | 931 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Active participants | 691 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Participants, end of year | 937 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Participants with an account balance | 911 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Total assets, beginning of year | $202,948,581 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Total assets, end of year | $218,539,982 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Net assets, end of year | $218,539,982 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Total income | $40,727,103 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Net income | $15,591,401 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Employer contributions | $3,099,312 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Participant contributions | $6,930,732 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $3,297,739 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Total contributions | $13,327,783 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Benefit payments | $25,061,367 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $25,135,702 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Total administrative expenses | $46,349 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Recordkeeping fees | $46,349 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Administrative expenses excluding investment management | $46,349 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Held in common/collective trusts | $147,351,139 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Held in mutual funds | $63,712,785 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010085444NAL0012170288001, received 2025-10-10 |
| Independent auditor | MEADEN AND MOORE | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010085444NAL0012170288001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010085444NAL0012170288001, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses | $47,351 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010085444NAL0012170288001, received 2025-10-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $202,948,581 | $218,539,982 | 7.7% |
| Participants with a balance | 896 | 911 | 1.7% |
| Administrative expenses | $55,782 | $46,349 | -16.9% |
| Recordkeeping fees per participant | $62.26 | $50.88 | -18.3% |
| Employer contributions | $2,657,593 | $3,099,312 | 16.6% |
Prior filing 20241014142817NAL0046357552001, received 2024-10-14; the plan years are contiguous.