Original filing (PDF)20250613084506NAL0017439729001

EATON STEEL BAR COMPANY

Name: EATON STEEL BAR COMPANY — GOODMAN COMPANIES RETIREMENT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EATON STEEL BAR COMPANY

Form 5500

FILING_RECEIVED

GOODMAN COMPANIES RETIREMENT PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 3

32% in single holding44% employer stockNo recordkeeper disclosed

Active participants

140

Accounts w/ balance

254

Plan assets (EOY)

$28.4M

Net assets (EOY)

$28.4M

How this plan invests

This plan

359 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 EATON STEEL BAR COMPANY.

Plan sponsor

Name

EATON STEEL BAR COMPANY

EIN

38-3274875

Address

10221 CAPITAL AVE. · OAK PARK, MI · 482373103

Phone

(248) 398-3434

Industry

Manufacturingsee all

Plan administrator

Name

GOODMAN COMPANIES RETIREMENT PROFIT SHARING PLAN

EIN

35-2680870

City

OAK PARK, MI

Phone

—

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

GRANT, MILLMAN & JOHNSON, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HACK WEALTH MANAGEMENT	59-1237041	FARMINGTON HILLS, MI	ASSET MGMT	$124K	—

Investments

359 direct securities· $26.2M(92% of reported assets)

Other securities

$14.6M

152 holdings

Common Stock

$11.6M

207 holdings

					% of plan
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	Common Stock	—	$5.9M	$8.3M	29.2%
ISHARES TR CORE US AGGBD ET	Other securities	—	$2.8M	$2.7M	9.7%
ISHARES TR CORE S&P MCP ETF	Other securities	—	$1.4M	$1.6M	5.6%
ISHARES TR CORE MSCI EAFE	Other securities	—	$1.5M	$1.5M	5.4%
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	Common Stock	—	$686K	$1.3M	4.5%
VANGUARD MID-CAP ETF	Other securities	—	$924K	$1.1M	3.9%
ISHARES TR 7-10 YR TRSY BD	Other securities	—	$1.1M	$1.1M	3.8%
ISHARES TR MSCI USA MMENTM	Other securities	—	$727K	$993K	3.5%
ISHARES TR CORE S&P SCP ETF	Other securities	—	$796K	$886K	3.1%
ISHARES INCORPORATED CORE MSCI EMKT	Other securities	—	$673K	$720K	2.5%
ISHARES TR CORE US AGGBD ET	Other securities	—	$481K	$460K	1.6%
ISHARES INCORPORATED CORE MSCI EMKT	Other securities	—	$316K	$351K	1.2%
BAIRD AGGREGATE BOND FUND INSTL CL N/L	Other securities	—	$289K	$261K	0.9%
PIMCO TOTAL RETURN FUND CL I2 N/L	Other securities	—	$250K	$234K	0.8%
DODGE & COX INCOME FUND CL I N/L	Other securities	—	$250K	$227K	0.8%
TCW METROPOLITAN WEST TOTAL RETURN BOND FD CL I N/L	Other securities	—	$267K	$226K	0.8%
BLACKROCK EVENT DRIVEN EQUITY FUND INSTL CL N/L	Other securities	—	$133K	$138K	0.5%
BLACKROCK SYSTEMATIC MULTI STRATEGY FUND INSTL CL N/L	Other securities	—	$127K	$126K	0.4%
ABBEY CAPITAL FUTURES STRATEGY VALUE FUND CL I N/L	Other securities	—	$119K	$112K	0.4%
AMAZON COM INCORPORATED	Common Stock	—	$48K	$83K	0.3%
MFS EMERGING MARKETS DEBT FUND CL I N/L	Other securities	—	$98K	$82K	0.3%
MICROSOFT CORPORATION	Common Stock	—	$50K	$79K	0.3%
JPMORGAN HEDGED EQUITY FUND CL I N/L	Other securities	—	$69K	$78K	0.3%
VICTORY MARKET NEUTRAL INCOME FUND CL I N/L	Other securities	—	$75K	$75K	0.3%
NVIDIA CORPORATION	Common Stock	—	$43K	$69K	0.2%
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L	Other securities	—	$74K	$69K	0.2%
NYLI MACKAY HIGH YIELD CORP BOND FUND CL I N/L	Common Stock	—	$68K	$69K	0.2%
APPLE INCORPORATED	Other securities	—	$36K	$56K	0.2%
JPMORGAN RESEARCH MARKET NEUTRAL FUND CL I N/L	Other securities	—	$50K	$56K	0.2%
ALPHABET INCORPORATED CAP STK CLASS C	Common Stock	—	$38K	$46K	0.2%
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS	Common Stock	—	$31K	$42K	0.1%
PGIM HIGH YIELD FUND CL Z N/L	Other securities	—	$47K	$42K	0.1%
META PLATFORMS INCORPORATED CLASS A	Other securities	—	$22K	$42K	0.1%
MASTERCARD INCORPORATED CLASS A	Other securities	—	$26K	$41K	0.1%
AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW	Common Stock	—	$28K	$40K	0.1%
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	Other securities	—	$28K	$32K	0.1%
ABBOTT LABS	Other securities	—	$32K	$31K	0.1%
CONOCOPHILLIPS	Other securities	—	$32K	$30K	0.1%
BANK AMERICA CORPORATION	Common Stock	—	$24K	$29K	0.1%
LINDE PLC SHS	Common Stock	—	$25K	$28K	0.1%
CORE & MAIN INCORPORATED CLASS A	Other securities	—	$15K	$28K	0.1%
CARMAX INCORPORATED	Other securities	—	$23K	$28K	<0.1%
TEXAS INSTRS INCORPORATED	Other securities	—	$26K	$28K	<0.1%
ORACLE CORPORATION	Common Stock	—	$20K	$27K	<0.1%
GENERAL MTRS COMPANY	Other securities	—	$17K	$26K	<0.1%
DEERE & COMPANY	Other securities	—	$23K	$25K	<0.1%
BOOKING HOLDINGS INCORPORATED	Common Stock	—	$17K	$25K	<0.1%
KEYCORP	Other securities	—	$22K	$24K	<0.1%
UNITEDHEALTH GROUP INCORPORATED	Common Stock	—	$25K	$24K	<0.1%
ARGENX SE SPONSORED ADR	Common Stock	—	$15K	$23K	<0.1%