Plan Snapshot
- Plan Sponsor: Metallus INC.
- Sponsor EIN: 464024951
- Sponsor Address: 1835 DUEBER AVE, SW, CANTON, OH, 44706
- Plan Type: DC
- Total Participants: 1,240
- Total Assets: $140.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,240 | $140.8M | $979,506 | $4.8M |
| 2023 | 1,145 | $133.3M | $663,688 | $4.8M |
| 2022 | 1,118 | $121.1M | $505,808 | $4.7M |
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 | $17,381 | — | $17,381 |
| MEADON & MOOR, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADON & MOOR, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,381
- Estimated Expense Ratio: 0.012% 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 | $16,416 | — | — | — | — |
| 2023 | $16,696 | — | — | — | — |
| 2022 | $13,218 | — | — | — | — |