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Original filing (PDF)20251002143626NAL0000399219001
ISCAR METALS, INC.
Form 5500
FILING_RECEIVED
ISCAR METALS 401(K) PLAN
401(k) retirement plan
Active participants
368
Accounts w/ balance
332
Plan assets (EOY)
$69.6M
Net assets (EOY)
$69.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISCAR METALS, INC..
Plan sponsor
Name
ISCAR METALS, INC.
EIN
11-2129228
Address
300 WESTWAY PLACE · ARLINGTON, TX · 760181021
Phone
(817) 258-3200
Industry
Wholesale Tradesee all
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
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY 401K PARTNERS | 46-3938291 | — | INVESTMENT ADVISOR | $24K | — |
Investments
33 direct securities· $69.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FREEDOM 2030 K6 | — | — | — | $13.9M | 20.0% | |
| Fidelity FREEDOM 2025 K6 | — | — | — | $11.9M | 17.2% | |
| Fidelity FREEDOM 2035 K6 | — | — | — | $10.6M | 15.2% | |
| Fidelity FREEDOM 2040 K6 | — | — | — | $4.9M | 7.1% | |
| Fidelity FID 500 INDEX | — | — | — | $4.0M | 5.7% | |
| Fidelity FREEDOM 2045 K6 | — | — | — | $3.8M | 5.5% | |
| Fidelity FID GOVT MMKT K6 | — | — | — | $3.5M | 5.0% | |
| Fidelity FREEDOM 2020 K6 | — | — | — | $3.3M | 4.7% | |
| Fidelity FID TOTAL BOND K6 | — | — | — | $1.9M | 2.8% | |
| Fidelity FID BLUE CHIP GR K6 | — | — | — | $1.8M | 2.6% | |
| Fidelity FID LG CAP GR IDX | — | — | — | $1.4M | 2.0% | |
| Fidelity FID BALANCED K6 | — | — | — | $998K | 1.4% | |
| with various due dates -0- | — | — | — | $910K | 1.3% | |
| Fidelity FREEDOM 2055 K6 | — | — | — | $868K | 1.2% | |
| Fidelity FREEDOM 2050 K6 | — | — | — | $783K | 1.1% | |
| JPMorgan JPM LARGE CAP VAL R6 | — | — | — | $683K | 1.0% | |
| Fidelity FREEDOM 2015 K6 | — | — | — | $482K | 0.7% | |
| Fidelity FID SMALL CAP GR K6 | — | — | — | $373K | 0.5% | |
| Fidelity FID INTL CAP APPR K6 | — | — | — | $369K | 0.5% | |
| Dodge & Cox DODGE&COX INTL STK I | — | — | — | $365K | 0.5% | |
| Fidelity FID MID CAP GR IDX | — | — | — | $353K | 0.5% | |
| Fidelity FID SEL UTILITIES | — | — | — | $332K | 0.5% | |
| Fidelity FREEDOM 2060 K6 | — | — | — | $311K | 0.4% | |
| Dimensional Fund Advisors DFA US SMALL CAP I | — | — | — | $307K | 0.4% | |
| American Funds AF NEW PERSPECT R6 | — | — | — | $302K | 0.4% | |
| Fidelity FID SEL ENERGY | — | — | — | $210K | 0.3% | |
| Allspring AS SPL MID CP VAL R6 | — | — | — | $198K | 0.3% | |
| Fidelity FID MID CAP IDX | — | — | — | $153K | 0.2% | |
| Fidelity FID INFL PR BD INX | — | — | — | $128K | 0.2% | |
| Dimensional Fund Advisors DFA LARGE CAP INTL I | — | — | — | $111K | 0.2% | |
| Cohen & Steers C&S REALTY SHARES Z | — | — | — | $88K | 0.1% | |
| Dimensional Fund Advisors DFA GLBL EQUITY INST | — | — | — | $85K | 0.1% | |
| Fidelity FID FREEDOM 2065 K6 | — | — | — | $19K | <0.1% |
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