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Original filing (PDF)20251008143711NAL0009982784001
GERDAU MACSTEEL, INC.
Form 5500
FILING_RECEIVED
GERDAU MACSTEEL SAVINGS PLAN FOR BARGAINING EMPLOYEES
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
984
Accounts w/ balance
1,076
Plan assets (EOY)
$66.4M
Net assets (EOY)
$66.4M
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)
93
/ 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
80
Participation health
100
Knocking points off
- Top holding "[DFE: GERDAU MACSTEEL SAVINGS PLAN AND GERDAU MACSTEEL BARGAINING PLAN MASTER TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GERDAU MACSTEEL, INC..
Plan sponsor
Name
GERDAU MACSTEEL, INC.
EIN
38-1872178
Address
5591 MORRILL RD. · JACKSON, MI · 49201
Phone
(517) 960-2167
Industry
Manufacturingsee all
Plan administrator
Name
GERDAU BENEFITS PLANS ADMINISTRATIVE COMMITEE
EIN
38-1872178
City
TAMPA, FL
Phone
(800) 637-8144
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | INVESTMENT ADVISOR | $62K | — |
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $23K | — |
| LOGOS | 83-1892385 | — | INVESTMENT ADVISOR | $7K | — |
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $6K | — |
Investments
1 pooled fund· $63.7M(96% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GERDAU MACSTEEL SVGS PLANS MT GERDAU MACSTEEL, INC. · EIN 38-1872178 / PN 023 | Master Trust | — | — | $63.7M | 95.9% |