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Original filing (PDF)20250915155229NAL0002067088001
METGLAS INC
Form 5500
FILING_RECEIVED
METGLAS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
197
Accounts w/ balance
219
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
38 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METGLAS INC.
Plan sponsor
Name
METGLAS INC
EIN
27-0062586
Address
440 ALLIED DRIVE · CONWAY, SC · 29526
Phone
(843) 349-7396
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
2025-09-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
WEBSTER ROGERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
38 direct securities· $20.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Co. FID FREEDOM 2030 K N/A | — | — | — | $4.1M | 19.6% | |
| Fidelity Management Trust Co. FID GOVT MMKT N/A | — | — | — | $1.8M | 8.5% | |
| Fidelity Management Trust Co. FID BLUE CHIP GR K N/A | — | — | — | $1.5M | 7.4% | |
| Fidelity Management Trust Co. FID FREEDOM 2020 K N/A | — | — | — | $1.4M | 6.9% | |
| Fidelity Management Trust Co. FID FREEDOM 2040 K N/A | — | — | — | $1.1M | 5.5% | |
| Fidelity Management Trust Co. FID GROWTH CO K N/A | — | — | — | $1.1M | 5.2% | |
| Fidelity Management Trust Co. FID CONTRAFUND K N/A | — | — | — | $1.1M | 5.2% | |
| Fidelity Management Trust Co. FID TOTAL MKT IDX N/A | — | — | — | $932K | 4.5% | |
| Fidelity Management Trust Co. FID OTC K N/A | — | — | — | $813K | 3.9% | |
| Fidelity Management Trust Co. FID SMALL CAP GROWTH N/A | — | — | — | $728K | 3.5% | |
| Fidelity Management Trust Co. FID INTERMED BOND N/A | — | — | — | $495K | 2.4% | |
| Fidelity Management Trust Co. FID FREEDOM 2045 K N/A | — | — | — | $457K | 2.2% | |
| Fidelity Management Trust Co. FID FREEDOM 2035 K N/A | — | — | — | $402K | 1.9% | |
| Fidelity Management Trust Co. FID MID CAP STOCK K N/A | — | — | — | $387K | 1.9% | |
| JPMorgan JPM EQUITY INCOME R4 N/A | — | — | — | $370K | 1.8% | |
| Fidelity Management Trust Co. FID FREEDOM 2050 K N/A | — | — | — | $360K | 1.7% | |
| Fidelity Management Trust Co. FID FREEDOM 2025 K N/A | — | — | — | $350K | 1.7% | |
| Fidelity Management Trust Co. FID LOW PRICED STK K N/A | — | — | — | $343K | 1.6% | |
| Participant Loans Interest rates 4.25% - 9.50% -0- | — | — | — | $337K | 1.6% | |
| Fidelity Management Trust Co. FID VALUE K N/A | — | — | — | $323K | 1.5% | |
| Fidelity Management Trust Co. FID LARGE CAP STOCK N/A | — | — | — | $274K | 1.3% | |
| Fidelity Management Trust Co. FID SMALL CAP VALUE N/A | — | — | — | $234K | 1.1% | |
| Fidelity Management Trust Co. FID OVERSEAS K N/A | — | — | — | $229K | 1.1% | |
| Eaton Vance EV INC FUND BOSTON I N/A | — | — | — | $225K | 1.1% | |
| Fidelity Management Trust Co. FID DIVERSIFD INTL K N/A | — | — | — | $223K | 1.1% | |
| Fidelity Management Trust Co. FID FREEDOM 2015 K N/A | — | — | — | $220K | 1.1% | |
| Fidelity Management Trust Co. FID FREEDOM 2055 K N/A | — | — | — | $199K | 1.0% | |
| Fidelity Management Trust Co. FID EXTD MKT IDX N/A | — | — | — | $161K | 0.8% | |
| Baird Asset Management BAIRD CORE PLUS INV N/A | — | — | — | $142K | 0.7% | |
| Fidelity Management Trust Co. FID REAL ESTATE INVS N/A | — | — | — | $109K | 0.5% | |
| Fidelity Management Trust Co. FID FREEDOM 2060 K N/A | — | — | — | $87K | 0.4% | |
| Fidelity Management Trust Co. FID INTL INDEX N/A | — | — | — | $81K | 0.4% | |
| Fidelity Management Trust Co. FID US BOND IDX N/A | — | — | — | $77K | 0.4% | |
| Fidelity Management Trust Co. FID FREEDOM 2065 K N/A | — | — | — | $60K | 0.3% | |
| Fidelity Management Trust Co. FID FREEDOM 2010 K N/A | — | — | — | $56K | 0.3% | |
| Fidelity Management Trust Co. FID PURITAN K N/A | — | — | — | $35K | 0.2% | |
| Fidelity Management Trust Co. FID FREEDOM INC K N/A | — | — | — | $7K | <0.1% | |
| Fidelity Management Trust Co. FID FREEDOM 2070 K N/A | — | — | — | $3K | <0.1% |
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