Original filing (PDF)20251006131921NAL0009357250001

METAL ONE AMERICA, INC.

Name: METAL ONE AMERICA, INC. — METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: METAL ONE AMERICA, INC.

Form 5500

FILING_RECEIVED

METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

144

Accounts w/ balance

164

Plan assets (EOY)

$24.6M

Net assets (EOY)

$24.6M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METAL ONE AMERICA, INC..

Plan sponsor

Name

METAL ONE AMERICA, INC.

EIN

36-3988666

Address

6250 NORTH RIVER ROAD, SUITE 2055 · ROSEMONT, IL · 60018

Phone

(847) 685-5403

Industry

Wholesale Tradesee 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

2025-10-06

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONCURRENT INVESTMENT ADVISORS LLC	92-1819393	—	ADVISOR	$20K	—

Investments

33 direct securities · 1 pooled fund· $24.6M(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.

Other securities

$23.4M

32 holdings

Common Collective Trust

$1.2M

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
Fidelity Management Trust Company Freedom 2030 Fund	Other securities	—	—	$4.7M	19.0%
Fidelity Management Trust Company 500 Index Fund	Other securities	—	—	$4.3M	17.4%
Fidelity Management Trust Company Freedom 2035 Fund	Other securities	—	—	$2.1M	8.7%
Fidelity Management Trust Company Freedom 2040 Fund	Other securities	—	—	$1.9M	7.8%
Fidelity Management Trust Company Freedom 2045 Fund	Other securities	—	—	$1.8M	7.4%
RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001	Common Collective Trust	—	—	$1.2M	4.8%
Fidelity Management Trust Company Freedom 2025 Fund	Other securities	—	—	$947K	3.9%
Fidelity Management Trust Company Freedom 2050 Fund	Other securities	—	—	$833K	3.4%
Vanguard Wellington Fund	Other securities	—	—	$690K	2.8%
Fidelity Management Trust Company Mid Cap Index Fund	Other securities	—	—	$607K	2.5%
Fidelity Management Trust Company Large Cap Growth Index Fund	Other securities	—	—	$599K	2.4%
Fidelity Management Trust Company Freedom 2020 Fund	Other securities	—	—	$535K	2.2%
Fidelity Management Trust Company Small Cap Index Fund	Other securities	—	—	$462K	1.9%
Invesco Gold & Special Minerals Fund	Other securities	—	—	$430K	1.8%
Virtus KAR Small-Cap Growth Fund	Other securities	—	—	$418K	1.7%
Allspring Core Plus Bond Fund	Other securities	—	—	$353K	1.4%
Fidelity Management Trust Company Freedom Index Income Fund	Other securities	—	—	$320K	1.3%
Victory Sycamore Established Value Fund	Other securities	—	—	$320K	1.3%
JPMorgan Mid Cap Growth Fund	Other securities	—	—	$293K	1.2%
Fidelity Management Trust Company Freedom 2055 Fund	Other securities	—	—	$289K	1.2%
PGIM High Yield Fund	Other securities	—	—	$238K	1.0%
dates ranging from 01/13/25 through 05/03/42	Other securities	—	—	$219K	0.9%
Fidelity Management Trust Company Total International Index	Other securities	—	—	$206K	0.8%
Putnam Large Cap Value Fund	Other securities	—	—	$168K	0.7%
Allspring Special Small Cap Value Fund	Other securities	—	—	$154K	0.6%
Fidelity Management Trust Company Freedom 2060 Fund	Other securities	—	—	$137K	0.6%
Fidelity Management Trust Company U.S. Bond Index Fund	Other securities	—	—	$88K	0.4%
Fidelity Management Trust Company Freedom 2015 Fund	Other securities	—	—	$80K	0.3%
Franklin Utilities Fund	Other securities	—	—	$63K	0.3%
Fidelity Management Trust Company Freedom 2065 Fund	Other securities	—	—	$61K	0.2%
MFS International Diversification Fund	Other securities	—	—	$33K	0.1%
Dimensional Fund Advisors International Small Company Portfolio	Other securities	—	—	$12K	<0.1%
Principal Real Estate Securities Fund	Other securities	—	—	$6K	<0.1%
Fidelity Management Trust Company Government Money Market	Cash / Money Market	—	—	$2K	<0.1%