Plan Snapshot
- Plan Sponsor: Metallus INC.
- Sponsor EIN: 464024951
- Sponsor Address: 1835 DUEBER AVENUE SW, CANTON, OH, 44706
- Plan Type: DB
- Total Participants: 1,038
- Total Assets: $387.3M
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 | 1,038 | $387.3M | $61.5M | $0 |
| 2023 | 1,071 | $359.6M | $25.0M | $0 |
| 2022 | 1,120 | $353.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $506,341 | — | $506,341 |
| GOLDMAN SACHS TRUST COMPANY, N.A. | Other Service Provider | $401,567 | — | $401,567 |
| NORTHERN TRUST COMPANY | TRUSTEE | $236,955 | — | $236,955 |
| JONES DAY REAVIS & POGUE | Other Service Provider | $213,928 | — | $213,928 |
| WILLIS TOWER WATSON US LLC | Other Service Provider | $148,293 | — | $148,293 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $118,381 | — | $118,381 |
| MEADEN & MOORE, LTD | Other Service Provider | $23,777 | — | $23,777 |
| RIVER & MERCANTILE LLC | Other Service Provider | $13,813 | — | $13,813 |
| STATE STREET RESEARCH & MANAGEMENT | Other Service Provider | $10,464 | — | $10,464 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS TRUST COMPANY, N.A. — Other Service Provider
- WILLIS TOWER WATSON US LLC — Other Service Provider
- MEADEN & MOORE, LTD — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,673,519
- Estimated Expense Ratio: 0.432% 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 | $111,481 | — | $112,472 | — | — |
| 2023 | $85,621 | — | $159,633 | — | — |
| 2022 | $3,125,328 | — | -$90,388 | — | $190,456 |