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Original filing (PDF)20251008115156NAL0003248675001
STEEL DYNAMICS, INC.
Form 5500
FILING_RECEIVED
STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,140
Accounts w/ balance
12,153
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
How this plan invests
This plan
16 pooled trusts
Schedule D
36 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.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEEL DYNAMICS, INC..
Plan sponsor
Name
STEEL DYNAMICS, INC.
EIN
35-1929476
Address
ATTN CORPORATE BENEFITS · 7575 WEST JEFFERSON BLVD. · FORT WAYNE, IN · 46804
Phone
(260) 969-3500
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HAINES, ISENBARGER & SKIBA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $590K | — |
Investments
32 direct securities · 16 pooled funds· $4.8B(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
$2.5B
31 holdings
Common Collective Trust
$2.3B
16 holdings
Mutual Funds
$11.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO REALPATH BLEND 2035 COLLECTIV SEI TRUST COMPANY · EIN 84-4332975 / PN 021 | Common Collective Trust | — | — | $282.2M | 9.4% | |
| PIMCO REALPATH BLEND 2040 COLLECTIV SEI TRUST COMPANY · EIN 84-4353277 / PN 022 | Common Collective Trust | — | — | $273.4M | 9.1% | |
| PIMCO REALPATH BLEND 2045 COLLECTIV SEI TRUST COMPANY · EIN 84-4363123 / PN 023 | Common Collective Trust | — | — | $253.4M | 8.5% | |
| PIMCO REALPATH BLEND 2050 COLLECTIV SEI TRUST COMPANY · EIN 84-4384278 / PN 024 | Common Collective Trust | — | — | $250.4M | 8.4% | |
| BlackRock Russell 1000 Growth Index Fund 5,439,269.939 shares** | — | — | $5.4M | $238.6M | 8.0% | |
| WILMINGTON BR RUSS 1000 GRTH R WILMINGTON TRUST CTF · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $238.6M | 8.0% | |
| PIMCO REALPATH BLEND 2055 COLLECTIV SEI TRUST COMPANY · EIN 84-4410629 / PN 025 | Common Collective Trust | — | — | $206.9M | 6.9% | |
| PIMCO REALPATH BLEND 2060 COLLECTIV SEI TRUST COMPANY · EIN 84-4428760 / PN 026 | Common Collective Trust | — | — | $202.6M | 6.8% | |
| EQUITY INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4365907 / PN 001 | Common Collective Trust | — | $3.5M | $187.9M | 6.3% | |
| PIMCO REALPATH BLEND 2030 COLLECTIV SEI TRUST COMPANY · EIN 84-4313577 / PN 020 | Common Collective Trust | — | — | $178.8M | 6.0% | |
| PIMCO RealPath Blend 2050 Collective Trust 9,181,815.415 shares** | — | — | $9.2M | $163.3M | 5.4% | |
| PIMCO RealPath Blend 2040 Collective Trust 9,841,196.300 shares** | — | — | $9.8M | $163.1M | 5.4% | |
| PIMCO RealPath Blend 2035 Collective Trust 10,232,258.177 shares** | — | — | $10.2M | $159.8M | 5.3% | |
| PIMCO RealPath Blend 2045 Collective Trust 8,848,706.394 shares** | — | — | $8.8M | $152.7M | 5.1% | |
| PIMCO RealPath Blend 2060 Collective Trust 8,370,094.030 shares** | — | — | $8.4M | $151.9M | 5.1% | |
| Fully benefit-responsive investment contract New York Life Contract value Guaranteed Interest account of $144,886,860 | — | — | $144.9M | $144.9M | 4.8% | |
| PIMCO RealPath Blend 2055 Collective Trust 7,694,562.792 shares** | — | — | $7.7M | $138.5M | 4.6% | |
| PIMCO RealPath Blend 2035 Collective Trust 7,836,608.886 shares | — | — | $88.9M | $122.4M | 4.1% | |
| PIMCO RealPath Blend 2040 Collective Trust 6,660,072.617 shares | — | — | $79.1M | $110.4M | 3.7% | |
| PIMCO RealPath Blend 2030 Collective Trust 7,649,305.499 shares** | — | — | $7.6M | $109.5M | 3.7% | |
| PIMCO RealPath Blend 2045 Collective Trust 5,832,125.013 shares | — | — | $71.2M | $100.7M | 3.4% | |
| PIMCO RealPath Blend 2050 Collective Trust 4,899,174.338 shares | — | — | $63.6M | $87.1M | 2.9% | |
| PIMCO REALPATH BLEND 2025 COLLECTIV SEI TRUST COMPANY · EIN 84-4306238 / PN 019 | Common Collective Trust | — | — | $80.8M | 2.7% | |
| PIMCO RealPath Blend 2030 Collective Trust 4,835,301.068 shares | — | — | $53.6M | $69.2M | 2.3% | |
| PIMCO RealPath Blend 2055 Collective Trust 3,801,091.899 shares | — | — | $51.3M | $68.4M | 2.3% | |
| Vanguard Mid Cap Growth Index Fund 563,285.211 shares** | — | — | $563K | $61.6M | 2.1% | |
| Dodge and Cox Income Fund 4,911,936.663 shares** | — | — | $4.9M | $60.9M | 2.0% | |
| PIMCO RealPath Blend 2025 Collective Trust 4,339,908.096 shares** | — | — | $4.3M | $58.1M | 1.9% | |
| WILMINGTON TRUST CIT BLACKROCK EAFE WILMINGTON TRUST, N.A. · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $398K | $54.5M | 1.8% | |
| PIMCO RealPath Blend 2060 Collective Trust 2,792,650.449 shares | — | — | $39.8M | $50.7M | 1.7% | |
| Vanguard Mid Cap Value Index Fund 573,275.992 shares** | — | — | $573K | $48.0M | 1.6% | |
| BlackRock Russell 1000 Value Index Fund 2,038,582.404 shares** | — | — | $2.0M | $46.9M | 1.6% | |
| WILMINGTON BR RUSS 1000 VAL R WILMINGTON TRUST CTF · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $46.9M | 1.6% | |
| Vanguard Russell 2000 Growth Index Fund 112,668.042 shares** | — | — | $113K | $45.1M | 1.5% | |
| PIMCO REALPATH BLEND 2065 COLLECTIV SEI TRUST COMPANY · EIN 84-4428760 / PN 027 | Common Collective Trust | — | — | $34.3M | 1.1% | |
| PIMCO REALPATH BLEND INCOME COLLECT SEI TRUST COMPANY · EIN 84-4282179 / PN 018 | Common Collective Trust | — | — | $34.2M | 1.1% | |
| Vanguard Russell 2000 Value Index Fund 119,154.692 shares** | — | — | $119K | $34.0M | 1.1% | |
| PIMCO RealPath Blend Income Founders Trust 2,144,625.273 shares** | — | — | $2.1M | $27.5M | 0.9% | |
| PIMCO RealPath Blend 2025 Collective Trust 1,690,925.755 shares | — | — | $18.8M | $22.6M | 0.8% | |
| PIMCO RealPath Blend 2065 Collective Trust 1,984,079.805 shares | — | — | $20.8M | $22.4M | 0.7% | |
| BLACKROCK STRATEGIC INCOME OPP BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 36-6071399 / PN 001 | Common Collective Trust | — | $960K | $12.5M | 0.4% | |
| PIMCO RealPath Blend 2065 Collective Trust 1,047,699.976 shares** | — | — | $1.0M | $11.8M | 0.4% | |
| DFA Emerging Markets Core Equity Fund 502,008.868 shares** | Mutual Funds | — | $502K | $11.7M | 0.4% | |
| PRINCIPAL TRUST DIVERSIFIED REAL AS PRINCIPAL TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | $750K | $10.5M | 0.3% | |
| DFA International Small Cap Value Fund 335,428.553 shares** | — | — | $335K | $7.4M | 0.2% | |
| PIMCO RealPath Blend Income Founders Trust 520,670.200 shares | — | — | $5.7M | $6.7M | 0.2% | |
| PIMCO International Bond Fund 274,146.662 shares** | — | — | $274K | $2.7M | <0.1% | |
| Money market fund JP Morgan Government Money Market Fund 2,830.908 shares** | — | — | $3K | $3K | <0.1% |