# Matalco (U.S.), INC. 401(k) Plan
Source: https://planprovider.pro/companies/matalco-u-s-inc-401k-plan

> Matalco (U.S.), INC.'s 401(k) plan: 870 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matalco (U.S.), INC.

- **Sponsor EIN:** 010965990

- **Sponsor Address:** 5120 TOD AVE SW, LORDSTOWN, OH, 44481

- **Plan Type:** 401(k)

- **Total Participants:** 870

- **Total Assets:** $26.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|870|$26.8M|$2.0M|$3.2M|

| 2023|864|$21.4M|$2.0M|$3.2M|

| 2022|824|$13.7M|$1.6M|$2.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$113,582|—|$113,582|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,149|—|$5,149|

| FREED MAXICK P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,731

- **Estimated Expense Ratio:** 0.443% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$117,534|$5,149|—|—|—|

| 2023|$84,956|$5,534|—|—|—|

| 2022|$53,076|$2,933|—|—|—|

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