How big is Matalco (U.S.), Inc.'s plan?

Matalco (U.S.), Inc.'s plan reported $26.8M in assets and 870 participants for 2024.

Original filing (PDF)20250908124343NAL0019462081001

Matalco (U.S.), Inc.

Name: Matalco (U.S.), Inc. — Matalco (U.S.), Inc. 401(k), Form 5500 (2024)
Creator: Matalco (U.S.), Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Matalco (U.S.), Inc. 401(k) Plan

401(k) retirement plan · Matalco (U.S.), Inc.'s Matalco (U.S.), Inc. 401(k) Plan held $26.8M in plan assets for 870 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

870

Accounts w/ balance

858

Plan assets (EOY)

$26.8M

Net assets (EOY)

$26.8M

People on this filing

IMMA Monardo signed Matalco (U.S.), Inc.'s 2024 Form 5500 as plan administrator.

IMMA Monardo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Matalco (U.S.), Inc.'s EIN is 01-0965990.

EIN 01-0965990

Plan number 001

Plan year 2024

ACK ID 20250908124343NAL0019462081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matalco (U.S.), Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matalco (U.S.), Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 207K (4% of contributions).

Plan sponsor

Name

MATALCO (U.S.), INC.

EIN

all filings

Address

5120 TOD AVE SW · LORDSTOWN, OH · 44481

Phone

(905) 793-7083

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$114K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$5K	—

Investments

32 direct securities· $26.8M(100% of reported assets)

Mutual Funds

$20.4M

20 holdings

Common Collective Trusts

$3.5M

5 holdings

Bonds / Notes

$1.3M

1 holding

Self-Directed Brokerage

$992K

1 holding

Other securities

$419K

4 holdings

U.S. Treasuries

$167K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom 2045 K6	Mutual Funds	—	—	$3.0M	11.2%
Fidelity Investments Fidelity Freedom 2035 K6	Mutual Funds	—	—	$2.7M	10.1%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$2.5M	9.3%
Fidelity Investments Fidelity Freedom 2040 K6	Mutual Funds	—	—	$2.4M	9.1%
Fidelity Investments Fidelity Freedom 2025 K6	Mutual Funds	—	—	$2.2M	8.1%
Fidelity Investments Fidelity Freedom 2030 K6	Mutual Funds	—	—	$2.0M	7.5%
Fidelity Investments Fidelity Freedom 2050 K6	Mutual Funds	—	—	$1.8M	6.8%
Fidelity Investments Fidelity Freedom 2055 K6	Mutual Funds	—	—	$1.7M	6.3%
Matalco (U.S.), Inc. 401(k) Plan Participant loans interest rates ranging from 4.25% - 9.50%	Bonds / Notes	—	—	$1.3M	4.7%
Fidelity Investments Fidelity Brokerage Link Fund	Self-Directed Brokerage	—	—	$992K	3.7%
Fidelity Investments Fidelity Freedom 2060 K6	Mutual Funds	—	—	$967K	3.6%
Fidelity Investments Fidelity Blue Chip Growth	Mutual Funds	—	—	$831K	3.1%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$713K	2.7%
Fidelity Investments Fidelity Freedom 2065 K6	Mutual Funds	—	—	$653K	2.4%
Fidelity Investments Fidelity Freedom 2020 K6	Mutual Funds	—	—	$592K	2.2%
Money market fund Fidelity Government Money Market	Mutual Funds	—	—	$303K	1.1%
Fidelity Investments Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$283K	1.1%
American Funds American Funds American Mutual Fund	Mutual Funds	—	—	$269K	1.0%
Fidelity Investments Fidelity Freedom 2015 K6 Fund	Mutual Funds	—	—	$238K	0.9%
Allspring Special Mid Cap Value Fund	Other securities	—	—	$205K	0.8%
JPMorgan Chase JPMorgan Government Bond Fund	U.S. Treasuries	—	—	$167K	0.6%
Fidelity Investments Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$166K	0.6%
Fidelity Investments Fidelity International Capital Appreciation K6 Fund	Mutual Funds	—	—	$151K	0.6%
Janus Henderson Janus Henderson Triton Fund	Mutual Funds	—	—	$112K	0.4%
Janus Henderson Janus Henderson Growth and Income Fund	Mutual Funds	—	—	$102K	0.4%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$96K	0.4%
Victory Sophus Victory Sophus Emerging Markets Fund	Other securities	—	—	$82K	0.3%
American Century American Century Small Cap Value Fund	Other securities	—	—	$81K	0.3%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$81K	0.3%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$60K	0.2%
Goldman Sachs Goldman Sachs Inflation Protected Securities Fund	Other securities	—	—	$51K	0.2%
Fidelity Investments Fidelity Freedom 2070 K6	Mutual Funds	—	—	$4K	<0.1%