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Original filing (PDF)20251013153407NAL0000780355001
ELEMETAL, LLC
Form 5500
FILING_RECEIVED
ELEMETAL, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
138
Accounts w/ balance
188
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEMETAL, LLC.
Plan sponsor
Name
ELEMETAL, LLC
EIN
45-5210875
Address
15850 DALLAS PARKWAY · DALLAS, TX · 75248
Phone
(469) 522-1111
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
THE CJ GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $15K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities · 1 pooled fund· $8.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.9M
23 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $1.5M | 17.5% | |
| Vanguard VANG TARGET RET 2035 | — | — | — | $1.4M | 16.3% | |
| Vanguard VANG TARGET RET 2045 | — | — | — | $804K | 9.6% | |
| Vanguard VANG TARGET RET 2050 | — | — | — | $780K | 9.3% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $640K | 7.6% | |
| Vanguard VANG TARGET RET 2030 | — | — | — | $542K | 6.5% | |
| Vanguard VANG TARGET RET 2025 | — | — | — | $520K | 6.2% | |
| Vanguard VANG TARGET RET 2040 | — | — | — | $402K | 4.8% | |
| T. Rowe Price TRP HEALTH SCIENCES | — | — | — | $392K | 4.7% | |
| Fidelity Investments FID CONTRAFUND | — | — | — | $296K | 3.5% | |
| Vanguard VANG TARGET RET 2055 | — | — | — | $292K | 3.5% | |
| Vanguard VANG TARGET RET INC | — | — | — | $225K | 2.7% | |
| John Hancock J H ENTERPRISE I | — | — | — | $167K | 2.0% | |
| Vanguard VANG TARGET RET 2020 | — | — | — | $153K | 1.8% | |
| Vanguard VANG TARGET RET 2060 | — | — | — | $56K | 0.7% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $52K | 0.6% | |
| American Funds AF NEW WORLD R6 | — | — | — | $48K | 0.6% | |
| Vanguard VANG SELECTED VALUE | — | — | — | $43K | 0.5% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $32K | 0.4% | |
| Vanguard VANG EQUITY INC ADM | — | — | — | $28K | 0.3% | |
| Vanguard VANG TARGET RET 2065 | — | — | — | $27K | 0.3% | |
| American Funds AF EUROPAC GROWTH R6 10 Dodge & Cox DODGE & COX INCOME X | — | — | — | $21K | 0.3% | |
| DFA US TARGET VAL I | — | — | — | $17K | 0.2% | |
| Vanguard VANG EXPLORER ADM | — | — | — | $2K | <0.1% |
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