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Original filing (PDF)20251125140900NAL0003367553001
FLACK STEEL LLC
Form 5500
FILING_RECEIVED
FLACK GLOBAL METALS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.3 mo26% in single holding
Active participants
479
Accounts w/ balance
360
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
99
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- Top holding "Fidelity Fidelity Index 2035 IPR" is 26% of plan.
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLACK STEEL LLC.
Plan sponsor
Name
FLACK STEEL LLC
EIN
27-2520133
Address
55 PUBLIC SQUARE · SUITE 2000 · CLEVELAND, OH · 44113
Phone
(312) 690-8000
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
2025-11-25
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
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 | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $40K | — |
Investments
26 direct securities· $14.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Index 2035 IPR | — | — | — | $3.6M | 25.9% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $2.8M | 19.8% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $1.4M | 10.0% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $1.2M | 8.9% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $1.1M | 7.6% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $942K | 6.7% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $540K | 3.8% | |
| Fidelity 500 Index | — | — | — | $424K | 3.0% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $269K | 1.9% | |
| Fidelity Freedom Index 2060 | — | — | — | $248K | 1.8% | |
| Fidelity Government Money Market K6 | — | — | — | $234K | 1.7% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $225K | 1.6% | |
| Notes receivable from participa 4.25% - 9.50% | — | — | — | $187K | 1.3% | |
| Putnam Large Cap Value Y | — | — | — | $146K | 1.0% | |
| JP Morgan Mid Cap growth r6 | — | — | — | $109K | 0.8% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $105K | 0.7% | |
| Hood River Small Cap Growth R | — | — | — | $104K | 0.7% | |
| Fidelity Intl Index | — | — | — | $96K | 0.7% | |
| American Funds R Mid Cap IDX K | — | — | — | $91K | 0.6% | |
| Dimensional Fund US Target Value I | — | — | — | $79K | 0.6% | |
| American Funds New World R6 | — | — | — | $57K | 0.4% | |
| Baird Core Plus Inst | — | — | — | $34K | 0.2% | |
| Fidelity Freedom Index 2010 IPR ** 164 * Fidelity Freedom Index 2015 IPR | — | — | — | $16K | 0.1% | |
| iShares Russell 2000 Small cap K | — | — | — | $13K | <0.1% | |
| MFS Mid Cap Value R6 | — | — | — | $11K | <0.1% | |
| Cohen & Steers Realty Shares Z | — | — | — | $6K | <0.1% |
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