How big is Russel Metals Inc.'s plan?

Russel Metals Inc.'s plan reported $118.4M in assets and 1,405 participants for 2024.

Original filing (PDF)20251011122818NAL0008913905001

Russel Metals Inc.

Name: Russel Metals Inc. — Russel Metals Inc. U.S., Form 5500 (2024)
Creator: Russel Metals Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Russel Metals Inc. U.S. Retirement Savings Plan

401(k) retirement plan · Russel Metals Inc.'s Russel Metals Inc. U.S. Retirement Savings Plan held $118.4M in plan assets for 1,405 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,405

Accounts w/ balance

1,354

Plan assets (EOY)

$118.4M

Net assets (EOY)

$118.4M

People on this filing

Meher Quraishi signed Russel Metals Inc.'s 2024 Form 5500 as plan administrator.

Meher Quraishi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Russel Metals Inc.'s EIN is 41-1443629.

EIN 41-1443629

Plan number 001

Plan year 2024

ACK ID 20251011122818NAL0008913905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Russel Metals Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Russel Metals Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Below-peer total plan cost (91st percentile).

Plan sponsor

Name

RUSSEL METALS INC.

EIN

all filings

Address

PO BOX 1054 · APPLETON, WI · 549121054

Phone

(920) 730-5829

Industry

Wholesale Trade

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

2025-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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	-$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$9K	—

Investments

30 direct securities· $118.2M(100% of reported assets)

Mutual Funds

$97.9M

24 holdings

Common Collective Trusts

$11.7M

1 holding

Other securities

$5.3M

3 holdings

Common Stocks

$1.7M

1 holding

Bonds / Notes

$1.6M

1 holding

					% of plan
Fidelity Investments Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$24.2M	20.4%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$11.7M	9.9%
Fidelity Investments Fidelity Freedom 2030	Mutual Funds	—	—	$10.0M	8.5%
Fidelity Investments Fidelity Freedom 2040	Mutual Funds	—	—	$9.2M	7.8%
Fidelity Investments Fidelity Freedom 2035	Mutual Funds	—	—	$7.4M	6.3%
Fidelity Investments Fidelity Freedom 2045	Mutual Funds	—	—	$7.0M	5.9%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$7.0M	5.9%
Fidelity Investments Fidelity Freedom 2050	Mutual Funds	—	—	$6.9M	5.8%
Fidelity Investments Fidelity Freedom 2025	Mutual Funds	—	—	$4.4M	3.7%
Fidelity Investments Fidelity Equity Dividend Income Fund K	Mutual Funds	—	—	$3.9M	3.3%
Fidelity Investments Fidelity Freedom 2055	Mutual Funds	—	—	$3.0M	2.5%
Fidelity Investments Fidelity Freedom 2020	Mutual Funds	—	—	$2.9M	2.4%
American Beacon ABF Large Capital Value	Other securities	—	—	$2.6M	2.2%
Fidelity Investments Fidelity Investment Grade Bond Fund	Mutual Funds	—	—	$2.0M	1.7%
Fidelity Investments Fidelity Value K	Mutual Funds	—	—	$1.9M	1.6%
Fidelity Investments Fidelity Overseas K Fund	Mutual Funds	—	—	$1.8M	1.5%
JP Morgan JPM US Small Capital Value	Other securities	—	—	$1.8M	1.5%
Baron Capital Group Baron Asset Fund	Common Stocks	—	—	$1.7M	1.4%
participants 9.50%)	Bonds / Notes	—	—	$1.6M	1.4%
Fidelity Investments Fidelity Freedom 2070 327 * Fidelity Investments Fidelity Freedom 2060	Mutual Funds	—	—	$1.3M	1.1%
Fidelity Investments J H Trinton I	Mutual Funds	—	—	$1.0M	0.9%
PIMCO Funds PIMCO Total Return	Mutual Funds	—	—	$958K	0.8%
Oakmark Funds Oakmark International Adv	Other securities	—	—	$891K	0.8%
Fidelity Investments Fidelity Extd Market Index	Mutual Funds	—	—	$843K	0.7%
Fidelity Investments Fidelity Freedom 2015	Mutual Funds	—	—	$684K	0.6%
Fidelity Investments Fidelity Freedom 2065	Mutual Funds	—	—	$525K	0.4%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$356K	0.3%
Fidelity Investments Fidelity Government Income	Mutual Funds	—	—	$244K	0.2%
Fidelity Investments Fidelity Freedom Income K	Mutual Funds	—	—	$219K	0.2%
Fidelity Investments Fidelity Freedom 2010	Mutual Funds	—	—	$82K	<0.1%