Original filing (PDF)20251007161750NAL0004838001001

LIBERTY STEEL INDUSTRIES

Name: LIBERTY STEEL INDUSTRIES — LIBERTY STEEL INDUSTRIES, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: LIBERTY STEEL INDUSTRIES

Form 5500

FILING_RECEIVED

LIBERTY STEEL INDUSTRIES, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Signals · 2

65% in single holdingNo recordkeeper disclosed

Active participants

138

Accounts w/ balance

—

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

How this plan invests

This plan

10 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY STEEL INDUSTRIES.

Plan sponsor

Name

LIBERTY STEEL INDUSTRIES

EIN

47-2870834

Address

2207 LARCHMONT AVENUE NE · WARREN, OH · 44483

Phone

(330) 372-6363

Industry

Wholesale Tradesee 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

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

PACKER THOMAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

10 direct securities· $4.0M(82% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Dreyfus Government Cash Management	—	—	$2.6M	$2.6M	53.3%
Doubleline Total Return Bond Fund-I	—	—	$421K	$418K	8.4%
ISHARES Core U.S. Aggregate Bond ETF	—	—	$296K	$287K	5.8%
BNY Mellon Bond Fund	—	—	$220K	$226K	4.6%

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