Plan Snapshot
- Plan Sponsor: Metallus INC.
- Sponsor EIN: 464024951
- Sponsor Address: 1835 DUEBER AVENUE SW, CANTON, OH, 44706
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 1,913
- Total Assets: $49.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,913 | $49.6M | $0 | $2.4M |
| 2023 | 1,986 | $55.4M | $0 | $2.5M |
| 2022 | 0 | $59.4M | $0 | $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 |
|---|---|---|---|---|
| US BANK NATIONAL ASSOCIATION | Custodian / Trustee | $29,519 | — | $29,519 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK NATIONAL ASSOCIATION — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,519
- Estimated Expense Ratio: 0.060% 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 | $183,338 | $100,075 | $83,263 | — | — |
| 2023 | $358,212 | $62,485 | $245,684 | — | — |
| 2022 | $437,188 | $87,043 | $305,988 | — | $36,755 |