Plan Snapshot
- Plan Sponsor: Metallus INC.
- Sponsor EIN: 464024951
- Sponsor Address: 1835 DUEBER AVE, SW, CANTON, OH, 44706
- Plan Type: 401(k)
- Total Participants: 691
- Total Assets: $218.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 691 | $218.5M | $3.1M | $6.9M |
| 2023 | 657 | $202.9M | $2.7M | $5.9M |
| 2022 | 592 | $196.0M | $2.7M | $6.4M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $47,351 | — | $47,351 |
| MEADEN AND MOORE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN AND MOORE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,351
- Estimated Expense Ratio: 0.022% 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 | $46,349 | — | — | — | — |
| 2023 | $55,782 | — | — | — | — |
| 2022 | $56,949 | — | — | — | — |