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Original filing (PDF)20250923103438NAL0002507763001
THREE D METALS INC
Form 5500
FILING_RECEIVED
THREE D METALS INC 401(K) PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
199
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
23 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
- 54 bps in Schedule C fees — 86% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THREE D METALS INC.
Plan sponsor
Name
THREE D METALS INC
EIN
31-1070968
Address
5462 INNOVATION DR · VALLEY CITY, OH · 44280
Phone
(330) 220-0451
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
2025-09-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $50K | — |
Investments
23 direct securities· $15.8M(100% of reported assets)
Uncategorized
$13.4M
22 holdings
Mutual Funds
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard TOTAL STOCK MKT IDX ADM | Mutual Funds | — | — | $2.4M | 15.4% | |
| Vanguard GROWTH INDEX ADM | — | — | — | $2.0M | 12.7% | |
| Vanguard SMALL CAP INDEX ADM | — | — | — | $1.5M | 9.5% | |
| Vanguard EQUITY-INCOME ADM | — | — | — | $1.4M | 8.9% | |
| Vanguard MID CAP INDEX FUND - ADMIRAL | — | — | — | $1.3M | 8.0% | |
| Guaranteed Interest Fund * Empower ANNUITY INSURANCE COMPANY OF AMERICA | — | — | — | $1.0M | 6.4% | |
| American Funds EUROPACIFIC GR R6 | — | — | — | $971K | 6.1% | |
| Dodge & Cox INCOME - I | — | — | — | $894K | 5.6% | |
| Vanguard TARGET RETIREMENT 2025 INV | — | — | — | $599K | 3.8% | |
| Vanguard TARGET RETIREMENT 2055 INV | — | — | — | $544K | 3.4% | |
| Vanguard TARGET RETIREMENT 2050 INV | — | — | — | $528K | 3.3% | |
| Vanguard TARGET RETIREMENT 2060 INV | — | — | — | $500K | 3.2% | |
| various maturity dates ranging through 2031 -0- | — | — | — | $327K | 2.1% | |
| PIMCO INCOME INSTL | — | — | — | $291K | 1.8% | |
| DFA REAL ESTATE SECURITIES I | — | — | — | $282K | 1.8% | |
| Vanguard TARGET RETIREMENT 2020 INV | — | — | — | $265K | 1.7% | |
| Vanguard INFLATION-PROTECTED SECS ADM | — | — | — | $246K | 1.6% | |
| Vanguard TARGET RETIREMENT 2045 INV | — | — | — | $205K | 1.3% | |
| Vanguard TARGET RETIREMENT INCOME INV | — | — | — | $158K | 1.0% | |
| Vanguard TARGET RETIREMENT 2035 INV | — | — | — | $142K | 0.9% | |
| Vanguard TARGET RETIREMENT 2030 INV | — | — | — | $121K | 0.8% | |
| Vanguard TARGET RETIREMENT 2040 INV | — | — | — | $78K | 0.5% | |
| Vanguard TARGET RETIREMENT 2065 INV | — | — | — | $43K | 0.3% |
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