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Original filing (PDF)20251015105534NAL0004644497002
METALLUS INC.
Form 5500
FILING_RECEIVED
METALLUS INC. BARGAINING UNIT PENSION PLAN
Defined-benefit pension plan
Signals · 3
91% in single holdingNo recordkeeper disclosed9 service providers
Active participants
1,038
Accounts w/ balance
—
Plan assets (EOY)
$387.3M
Net assets (EOY)
$387.1M
How this plan invests
This plan
1 pooled trust
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Historical Cost" is 91% of plan.
- 43 bps in Schedule C fees — 332% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METALLUS INC..
Plan sponsor
Name
METALLUS INC.
EIN
46-4024951
Address
1835 DUEBER AVENUE SW · CANTON, OH · 44706
Phone
(330) 471-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $237K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | — | $506K | — |
| GOLDMAN SACHS TRUST COMPANY, N.A. | 13-3575636 | — | — | $402K | — |
| JONES DAY REAVIS & POGUE | 34-0319085 | — | — | $214K | — |
| WILLIS TOWER WATSON US LLC | 53-0181291 | — | — | $148K | — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | — | $118K | — |
| MEADEN & MOORE, LTD | 34-1818258 | — | — | $24K | — |
| RIVER & MERCANTILE LLC | 04-3513306 | — | — | $14K | — |
| STATE STREET RESEARCH & MANAGEMENT | 13-3142135 | — | — | $10K | — |
Investments
9 direct securities · 1 pooled fund· $683.4M(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.
Master Trust
$341.7M
1 holding
Uncategorized
$341.7M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIMKENSTEEL CORPORATION COLLECTIVE TIMKENSTEEL CORPORATION · EIN 37-6569439 / PN 001 | Master Trust | — | — | $341.7M | 88.2% | |
| Historical Cost | — | — | — | $310.6M | 80.2% | |
| Historical Cost | — | — | — | $25.9M | 6.7% | |
| Historical Cost | — | — | — | $2.7M | 0.7% | |
| Historical Cost | — | — | — | $1.6M | 0.4% | |
| Account Name METALLUS INC MASTER | — | — | $261K | $425K | 0.1% | |
| Account Name METALLUS INC MASTER525,322.08 | — | — | $6K | $297K | <0.1% | |
| Account Name METALLUS INC MASTER777,170.87 | — | — | $135K | $206K | <0.1% | |
| 2024.04031 TIMKENSTEEL CORPORATION | — | — | $2K | $10K | <0.1% | |
| Account Name METALLUS INC MASTER | — | — | — | $2K | <0.1% |