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Original filing (PDF)20250611054408NAL0012048131001
SUPERIOR FORGE & STEEL CORPORATION
Form 5500
FILING_RECEIVED
SUPERIOR FORGE & STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
197
Accounts w/ balance
227
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERIOR FORGE & STEEL CORPORATION.
Plan sponsor
Name
SUPERIOR FORGE & STEEL CORPORATION
EIN
34-1677189
Address
1820 MCCLAIN ROAD · LIMA, OH · 45804
Phone
(412) 222-4412
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
2025-06-11
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $82K | — |
| PARK AVENUE INVESTMENT ADVISORY, LL | 13-5123390 | — | SERVICE PROVIDER | $0 | — |
Investments
41 direct securities· $28.2M(100% of reported assets)
Mutual Funds
$26.1M
32 holdings
Uncategorized
$2.2M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 TDate R6 N/R | Mutual Funds | — | — | $5.1M | 18.5% | |
| American Funds 2035 TDate R6 N/R | Mutual Funds | — | — | $4.6M | 16.9% | |
| American Funds 2040 TDate R6 N/R | Mutual Funds | — | — | $2.8M | 10.2% | |
| Vangrd 500 Index Fund Adm N/R | Mutual Funds | — | — | $2.7M | 9.8% | |
| American Funds 2050 TDate R6 N/R | Mutual Funds | — | — | $2.3M | 8.5% | |
| American Funds 2045 TDate R6 N/R | Mutual Funds | — | — | $2.3M | 8.2% | |
| American Funds 2025 TDate R6 N/R | Mutual Funds | — | — | $2.2M | 8.0% | |
| American Funds 2055 TDate R6 N/R | Mutual Funds | — | — | $878K | 3.2% | |
| Vanguard Growth Index Fund Adm N/R | Mutual Funds | — | — | $760K | 2.8% | |
| Fully Benefit-Responsive Voya Fixed Account N/R | — | — | — | $716K | 2.6% | |
| Investment Contract * Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $614K | 2.2% | |
| JP Morgan Large Cap Growth Fund R6 N/R | Mutual Funds | — | — | $554K | 2.0% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $554K | 2.0% | |
| American Funds 2020 TDate R6 N/R | Mutual Funds | — | — | $538K | 2.0% | |
| American Funds Wash Mutual R6 N/R | Mutual Funds | — | — | $260K | 0.9% | |
| JP Morgan Mid Cap Growth Fund R6 N/R | Mutual Funds | — | — | $173K | 0.6% | |
| American Funds 2060 TDate R6 N/R | Mutual Funds | — | — | $160K | 0.6% | |
| American Funds Euro Pacific R6 N/R | Mutual Funds | — | — | $117K | 0.4% | |
| American Funds EuroPacific R6 Registered Investment Company | — | — | — | $117K | 0.4% | |
| Vanguard Value Index Fund Adm N/R | Mutual Funds | — | — | $91K | 0.3% | |
| DFA Infl-Prot Sec Port Ins N/R | Mutual Funds | — | — | $86K | 0.3% | |
| Clearbridge Small Cap Growth Fund IS N/R | Mutual Funds | — | — | $79K | 0.3% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $79K | 0.3% | |
| American Funds 2015 TDate R6 N/R | Mutual Funds | — | — | $73K | 0.3% | |
| DFA US Small Cap Portfolio Ins Fund N/R | Mutual Funds | — | — | $52K | 0.2% | |
| Vangaurd Emerging Markets Stk Ind Fund Adm N/R | Mutual Funds | — | — | $51K | 0.2% | |
| American Funds 2065 TDate R6 N/R | Mutual Funds | — | — | $50K | 0.2% | |
| Vanguard Mid-Cap Vl Indx Fund Adm N/R | Mutual Funds | — | — | $38K | 0.1% | |
| iShare Russell Small/Mid-Cap Index Fund - Class N/R | Mutual Funds | — | — | $35K | 0.1% | |
| iSh Rus Sm Md Cp Idx K Registered Investment Company | — | — | — | $35K | 0.1% | |
| K Mutual Fund American Funds Bond Fund Adm R6 N/R | — | — | — | $27K | <0.1% | |
| Vanguard Dev Mkts Index Fund Adm N/R | Mutual Funds | — | — | $23K | <0.1% | |
| party date,rate of interest, collateral, par, or maturity date Allspg Spec MdCp Vl Fd R6 Registered Investment Company | — | — | — | $16K | <0.1% | |
| Allspring Special MidCap Value Fund R6 N/R | Mutual Funds | — | — | $16K | <0.1% | |
| American Funds Cap Wld Bd R6 N/R | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Small-Cap Index Fund Adm N/R | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds Nw Prspctv R6 N/R | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Sm-Cap VI Index Fund Adm N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Voya Government Money Market Fund N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $3K | <0.1% | |
| American Funds 2070 TDate R6 N/R | Mutual Funds | — | — | $1K | <0.1% |