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Original filing (PDF)20251013172541NAL0000858755003
FERROUS PROCESSING AND TRADING COMPANY
Form 5500
FILING_RECEIVED
FERROUS PROCESSING AND TRADING COMPANY SAVINGS PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
568
Accounts w/ balance
580
Plan assets (EOY)
$46.5M
Net assets (EOY)
$46.5M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Management Trust Company Investments in Master Trust N/A" is 100% of plan.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FERROUS PROCESSING AND TRADING COMPANY.
Plan sponsor
Name
FERROUS PROCESSING AND TRADING COMPANY
EIN
38-1716484
Address
200 PUBLIC SQUARE, SUITE 3300 · CLEVELAND, OH · 441142315
Phone
(216) 694-6506
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
EMPLOYEE BENEFITS ADMIN DEPT.
EIN
34-1215677
City
CLEVELAND, OH
Phone
(216) 694-5505
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OP CO, LLC | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
1 direct security · 1 pooled fund· $93.1M(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
$46.5M
1 holding
Master Trust
$46.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Investments in Master Trust N/A | — | — | — | $46.5M | 100.0% | |
| CLEVELAND-CLIFFS INC. DC PLAN MT CLEVELAND-CLIFFS INC. · EIN 34-1935031 / PN 001 | Master Trust | — | — | $46.5M | 100.0% |