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Original filing (PDF)20251015092814NAL0005659824001
H & M METAL PROCESSING
Form 5500
FILING_RECEIVED
H & M METAL PROCESSING 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
138
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
28 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 (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H & M METAL PROCESSING.
Plan sponsor
Name
H & M METAL PROCESSING
EIN
34-0666486
Address
1414 KENMORE BLVD. · AKRON, OH · 44314
Phone
(330) 745-3075
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PACKER THOMAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $15K | — |
Investments
28 direct securities· $6.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Income 470 Vanguard Total Stock Market Index | — | — | — | $945K | 14.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $594K | 9.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $573K | 8.8% | |
| Vanguard Developed Mkts Index | — | — | — | $475K | 7.3% | |
| ClearBridge Investments ClearBridge Large Cap Growth Fund | — | — | — | $390K | 6.0% | |
| American Beacon American Beacon Man Large Cap Value | — | — | — | $370K | 5.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $294K | 4.5% | |
| Brandes Intl Small Cap Equity | — | — | — | $266K | 4.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $243K | 3.7% | |
| BNY Mellon BNY Mellon Natural Resources Fund | — | — | — | $232K | 3.5% | |
| DWS Rreef Global Infrastructure | — | — | — | $220K | 3.4% | |
| J.P. Morgan JPMorgan Small Cap Value 151 Nuveen Small Cap Blend Index | — | — | — | $202K | 3.1% | |
| Goldman Sachs Goldman Sachs Em Mkts Eq Insights | — | — | — | $192K | 2.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $160K | 2.5% | |
| Goldman Sachs Goldman Sachs Sm Cap Gr Insights 12 Invesco Oppy Intl Growth | — | — | — | $159K | 2.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $140K | 2.1% | |
| Transamerica International Equity | — | — | — | $129K | 2.0% | |
| PIMCO Income | — | — | — | $120K | 1.8% | |
| Cohen & Steers Cohen & Steers Real Estate 129 Dimensional Fund Advisors DFA Global Real Estate Securities | — | — | — | $120K | 1.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $119K | 1.8% | |
| Tweedy, Browne Tweedy, Browne International Value | — | — | — | $115K | 1.8% | |
| Vanguard Target Retirement 2025 | — | — | — | $101K | 1.5% | |
| Vanguard Target Retirement 2030 | — | — | — | $55K | 0.8% | |
| Reliance MetLife Stable Value Series 25053 | — | — | — | $52K | 0.8% | |
| TCW MetWest Total Return Bond Plan | — | — | — | $34K | 0.5% | |
| Vanguard Interm-Term Bond Index | — | — | — | $33K | 0.5% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $10K | 0.2% | |
| Allspring Global Investments Allspring Special Mid Cap Value | — | — | — | $5K | <0.1% |
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