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Original filing (PDF)20251015162515NAL0002746419001
SUPERIOR METAL PRODUCTS, INC. DBA AMERICAN TRIM
Form 5500
FILING_RECEIVED
AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
~49001 bps in Sched C feesNo recordkeeper disclosed
Active participants
624
Accounts w/ balance
—
Plan assets (EOY)
$49K
Net assets (EOY)
-$182K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49001 bps in Schedule C fees — 30914% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERIOR METAL PRODUCTS, INC. DBA AMERICAN TRIM.
Plan sponsor
Name
SUPERIOR METAL PRODUCTS, INC. DBA AMERICAN TRIM
EIN
34-4476715
Address
1005 WEST GRAND AVENUE · LIMA, OH · 45801
Phone
(419) 228-1145
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN ASSOCIATES, INC. | 31-1440175 | — | BROKER | $34K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA BEHAVIORAL HEALTH, LLC | 20-0446713 | — | PLAN ADMINISTRATOR | $9K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $185K | — |
| DELTA DENTAL OF OHIO | 31-0685339 | — | BENEFIT ADMINISTRATOR | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.