Back to filter
Original filing (PDF)20250918093426NAL0001945586001
ERNST METAL TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
ERNST METAL TECHNOLOGIES LLC PROFIT SHARING & 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
~104 bps in Sched C fees
Active participants
51
Accounts w/ balance
79
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 104 bps in Schedule C fees — 100% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERNST METAL TECHNOLOGIES LLC.
Plan sponsor
Name
ERNST METAL TECHNOLOGIES LLC
EIN
20-3246696
Address
2920 KREITZER ROAD · MORAINE, OH · 45439
Phone
(937) 434-3133
Industry
Manufacturingsee 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BRADY, WARE & SCHOENFELD,INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
22 direct securities· $3.9M(100% of reported assets)
Uncategorized
$3.9M
21 holdings
Mutual Funds
$19K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral Mid-cap fund # | — | — | — | $860K | 22.1% | |
| Vanguard Developed Markets Index Blended fund # | — | — | — | $436K | 11.2% | |
| Vanguard Total Bond Market Index Admiral Bond fund # | — | — | — | $434K | 11.2% | |
| Vanguard Target Retirement 2045 Inv Target date fund # | — | — | — | $346K | 8.9% | |
| Money market funds Federated Government Obligs Premier Money market fund # | — | — | — | $330K | 8.5% | |
| Vanguard Small Cap Index Fund - Admiral Small-cap fund # | — | — | — | $265K | 6.8% | |
| Invesco Oppenheimer Developing Markets R6 Blended fund # | — | — | — | $180K | 4.6% | |
| Vanguard Real Estate Index Admiral Growth fund # | — | — | — | $160K | 4.1% | |
| American Funds Europacific GR R6 International fund # | — | — | — | $150K | 3.9% | |
| Dodge & Cox Income Fund Growth fund # | — | — | — | $148K | 3.8% | |
| Vanguard Mid Cap Index Admiral Mid-cap fund # | — | — | — | $127K | 3.3% | |
| participants' vested account balance, maturing through September 2033. -0- | — | — | — | $118K | 3.0% | |
| Vanguard Target Retirement 2040 Inv Target date fund # | — | — | — | $76K | 2.0% | |
| Principal Short-Term Income Inst Bond fund # | — | — | — | $54K | 1.4% | |
| MFS Value R6 Balanced fund # | — | — | — | $50K | 1.3% | |
| Harbor Capital Appreciation Retirement Growth fund # | — | — | — | $46K | 1.2% | |
| Artisan High Income Institutional Bond fund # | — | — | — | $25K | 0.6% | |
| Wells Fargo Special Small Cap Value R6 Bond fund # | — | — | — | $22K | 0.6% | |
| Victory Sycamore Established Value R6 Growth fund # | — | — | — | $20K | 0.5% | |
| American Funds American Balanced R6 Balanced fund # | Mutual Funds | — | — | $19K | 0.5% | |
| T. Rowe Price QM US Small-Cap Gr Eq I Small-cap fund # | — | — | — | $7K | 0.2% | |
| Artisan Mid Cap Institutional Mid-cap fund # | — | — | — | $7K | 0.2% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
LANDMARK MANUFACTURING CORPORATION
LANDMARK MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
$3.9M · 90 participants
STANLEY ENGINEERING COMPANY, LLC
STANLEY ENGINEERING COMPANY, LLC 401(K) PLAN
$3.9M · 95 participants
CRESSY DOOR COMPANY, INC
CRESSY DOOR COMPANY, INC. 401(K) PROFIT SHARING PLAN
$3.9M · 52 participants
WELDMENTS, INC.
WELDMENTS, INC. 401(K) PLAN
$3.9M · 7 participants
HITEC POWER PROTECTION, INC.
HITEC POWER PROTECTION, INC. 401(K) PLAN
$3.9M · 35 participants
BS&B SAFETY SYSTEMS, LLC
PREMCO, LLC EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN
$3.9M · 32 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants