Original filing (PDF)20250818132122NAL0000661235001

PNW METAL RECYCLING, INC.

Name: PNW METAL RECYCLING, INC. — PNW METAL RECYCLING, INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PNW METAL RECYCLING, INC.

Form 5500

FILING_RECEIVED

PNW METAL RECYCLING, INC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Possibly inadequate fidelity bond

Active participants

114

Accounts w/ balance

126

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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

Above-average plan

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

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PNW METAL RECYCLING, INC..

Plan sponsor

Name

PNW METAL RECYCLING, INC.

EIN

26-3688938

Address

10105 SE MATHER RD · CLACKAMAS, OR · 97015

Phone

(503) 655-5433

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

2025-08-18

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$18K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$28K	—

Investments

32 direct securities· $7.4M(100% of reported assets)

Other securities

$7.2M

31 holdings

Participant loans

$228K

1 holding

					% of plan
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$830K	11.2%
GM JPMorgan Core Bond R6 JP Morgan 0	Other securities	—	—	$697K	9.4%
GM iShares S&P 500 Index K iShares 0	Other securities	—	—	$690K	9.3%
iShares S&P 500 Index K iShares 0	Other securities	—	—	$575K	7.7%
GM BlackRock Low Duration Bond Port K BlackRock 0	Other securities	—	—	$505K	6.8%
GM MFS Research International R6 MFS 0	Other securities	—	—	$490K	6.6%
MFS Massachusetts Investors Gr Stk R6 MFS 0	Other securities	—	—	$411K	5.5%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$379K	5.1%
GM MFS Massachusetts Investors Gr Stk R6 MFS 0	Other securities	—	—	$320K	4.3%
GM Macquarie Value R6 Macquarie 0	Other securities	—	—	$288K	3.9%
Macquarie Small Cap Core R6 Macquarie 0	Other securities	—	—	$286K	3.8%
Columbia Mid Cap Index I3 Columbia 0	Other securities	—	—	$285K	3.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$228K	3.1%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$225K	3.0%
GM American Funds New World R6 American Funds 0	Other securities	—	—	$187K	2.5%
MFS Research International R6 MFS 0	Other securities	—	—	$145K	2.0%
BlackRock Global Allocation K BlackRock 0	Other securities	—	—	$142K	1.9%
Macquarie Value R6 Macquarie 0	Other securities	—	—	$126K	1.7%
American Funds New World R6 American Funds 0	Other securities	—	—	$83K	1.1%
GM Macquarie Small Cap Core R6 Macquarie 0	Other securities	—	—	$70K	0.9%
GM Columbia Mid Cap Index I3 Columbia 0	Other securities	—	—	$70K	0.9%
GM BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$61K	0.8%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$61K	0.8%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$56K	0.8%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$53K	0.7%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$48K	0.6%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$45K	0.6%
BlackRock Low Duration Bond Port K BlackRock 0	Other securities	—	—	$36K	0.5%
MFS Total Return R6 MFS 0	Other securities	—	—	$16K	0.2%
JPMorgan Core Bond R6 JP Morgan 0	Other securities	—	—	$15K	0.2%
iShares MSCI Total Intl Index K iShares 0	Other securities	—	—	$3K	<0.1%
BlackRock Liquidity FedFund Premier BlackRock 0	Other securities	—	—	$3K	<0.1%