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Original filing (PDF)20251002141842NAL0000361267001
MUZA METAL PRODUCTS, LLC
Form 5500
FILING_RECEIVED
MUZA METAL PRODUCTS, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
197
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUZA METAL PRODUCTS, LLC.
Plan sponsor
Name
MUZA METAL PRODUCTS, LLC
EIN
27-4272995
Address
606 E. MURDOCK · OSHKOSH, WI · 54901
Phone
(920) 236-3535
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS | 39-1828175 | — | INVESTMENT ADVISORY-PLAN | $41K | — |
Investments
28 direct securities · 1 pooled fund· $14.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.8M
28 holdings
Common Collective Trust
$699K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm | — | — | — | $3.0M | 20.4% | |
| Vanguard 500 Index Adm | — | — | — | $2.2M | 14.9% | |
| American Funds American Fds Gr Fd of America R6 | — | — | — | $2.0M | 13.9% | |
| T. Rowe Price T. Rowe Price Mid Cap Gr | — | — | — | $824K | 5.7% | |
| Dodge & Cox Dodge & Cox Stock I | — | — | — | $815K | 5.6% | |
| RELIANCEMETLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $699K | 4.8% | |
| Vanguard Wellesley Inc Adm | — | — | — | $672K | 4.6% | |
| MFS Intl Diversification R3 | — | — | — | $599K | 4.1% | |
| Fidelity Small Cap Val | — | — | — | $492K | 3.4% | |
| Dodge & Cox Dodge & Cox Inc I | — | — | — | $450K | 3.1% | |
| Vanguard Developed Mkt Idx Admiral | — | — | — | $402K | 2.8% | |
| Vanguard Mid Cap Index Adm | — | — | — | $370K | 2.5% | |
| Vanguard Target Retment 2030 Fund | — | — | — | $348K | 2.4% | |
| Allspring Mid Cap Val I | — | — | — | $243K | 1.7% | |
| Vanguard Target Retment 2055 Fund | — | — | — | $203K | 1.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $188K | 1.3% | |
| Vanguard Target Retment 2060 Fund | — | — | — | $169K | 1.2% | |
| Vanguard Target Retment 2050 Fund | — | — | — | $166K | 1.1% | |
| AB Small Cap Gr Z | — | — | — | $139K | 1.0% | |
| Janus Henderson Dev World Bd I | — | — | — | $135K | 0.9% | |
| American Funds American Funds New World R5 | — | — | — | $122K | 0.8% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $108K | 0.7% | |
| Vanguard Target Retment 2035 Fund | — | — | — | $73K | 0.5% | |
| Vanguard Target Retment 2045 Fund | — | — | — | $61K | 0.4% | |
| Vanguard Target Retment 2040 Fund | — | — | — | $35K | 0.2% | |
| Vanguard Target Retrmnt Inc Fund | — | — | — | $17K | 0.1% | |
| Vanguard Target Retment 2025 Fund | — | — | — | $12K | <0.1% | |
| Vanguard Target Retment 2020 Fund | — | — | — | $7K | <0.1% | |
| Vanguard Target Retrmnt 2070 Inv | — | — | — | $6K | <0.1% |