Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Metallus › plan 004
Metallus Inc. Voluntary Investment Pension Plan
- Sponsor Metallus
- Plan number 004
- Plan year 2024
- $50-250M in assets
- single-employer
Administrative expenses excluding investment management, per participant · Metallus Inc. Voluntary Investment Pension Plan · plan year 2024
$12.06
Higher than 7% of the 8,758 plans $50 to 250M that report it.
Source
= $16,416 / 1,361
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010085856NAL0007837345001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085856NAL0007837345001, 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.
Cost and contributions
Administrative expenses per participant
$12.06
Higher than 4% of the 9,042 plans $50 to 250M that report it.
Source
= $16,416 / 1,361
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010085856NAL0007837345001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085856NAL0007837345001, received 2025-10-10
Administrative expenses as a share of assets
0.012%
Higher than 6% of the 9,049 plans $50 to 250M that report it.
Source
= $16,416 / $140,756,010
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010085856NAL0007837345001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010085856NAL0007837345001, received 2025-10-10
Employer contributions per participant
$720
Higher than 6% of the 9,105 plans $50 to 250M that report it.
Source
= $979,506 / 1,361
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010085856NAL0007837345001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085856NAL0007837345001, received 2025-10-10
Employer share of total contributions
16.9%
Higher than 12% of the 9,112 plans $50 to 250M that report it.
Source
= $979,506 / $5,790,958
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010085856NAL0007837345001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010085856NAL0007837345001, received 2025-10-10
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2I · 2J 401(k) feature · 2O ESOP-related feature · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010085856NAL0007837345001, received 2025-10-10
Full record, Metallus Inc. Voluntary Investment Pension Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | METALLUS INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Plan name | METALLUS INC. VOLUNTARY INVESTMENT PENSION PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Sponsor EIN / plan number | 46-4024951 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Sponsor location | CANTON, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Industry (business code) | 331110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010085856NAL0007837345001, 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 20251010085856NAL0007837345001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Participants, beginning of year | 1,394 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Active participants | 1,240 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Participants, end of year | 1,456 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Participants with an account balance | 1,361 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Total assets, beginning of year | $133,281,102 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Total assets, end of year | $140,756,010 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Net assets, end of year | $140,756,010 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Total income | $20,548,625 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Net income | $7,474,908 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Employer contributions | $979,506 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Participant contributions | $4,788,781 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $22,671 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Total contributions | $5,790,958 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Benefit payments | $12,979,200 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $13,073,717 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Total administrative expenses | $16,416 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Administrative expenses excluding investment management | $16,416 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Held in common/collective trusts | $96,933,039 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Held in mutual funds | $32,771,793 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010085856NAL0007837345001, received 2025-10-10 |
| Independent auditor | MEADON & MOOR, LTD | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010085856NAL0007837345001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010085856NAL0007837345001, received 2025-10-10.
Service providers paid directly by the plan
| 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 | $17,381 | 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 20251010085856NAL0007837345001, received 2025-10-10.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $133,281,102 | $140,756,010 | 5.6% |
| Participants with a balance | 1,289 | 1,361 | 5.6% |
| Administrative expenses | $16,696 | $16,416 | -1.7% |
| Recordkeeping fees per participant | $11.03 | not reported | |
| Employer contributions | $663,688 | $979,506 | 47.6% |
Prior filing 20241014142119NAL0026394673001, received 2024-10-14; the plan years are contiguous.