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Original filing (PDF)20251013064754NAL0001888626001
LIBERTY STEEL INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
LIBERTY STEEL INDUSTRIES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
150
Accounts w/ balance
137
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY STEEL INDUSTRIES, INC..
Plan sponsor
Name
LIBERTY STEEL INDUSTRIES, INC.
EIN
47-2870834
Address
900 DIETZ RD. · PO BOX 70 · WARREN, OH · 44482
Phone
(330) 372-6363
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PACKER THOMAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANS, INC. | 90-0734163 | WESTERVILLE, OH | SERVICE PROVIDER | $37K | — |
| ASCENSUS LLC | 11-3665754 | DRESHER, PA | SERVICE PROVIDER | $15K | — |
Investments
28 direct securities · 1 pooled fund· $8.3M(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
$8.1M
28 holdings
Common Collective Trust
$287K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Western Asset Western Asset Core Bond | — | — | — | $1.1M | 13.6% | |
| Dimensional Fund Advisors DFA U.S. Core Equity | — | — | — | $571K | 6.8% | |
| Vanguard Mid Cap Index | — | — | — | $559K | 6.7% | |
| Vanguard Growth Index | — | — | — | $466K | 5.6% | |
| Participant Loans 1-10 years maturity with interest rates | — | — | — | $465K | 5.6% | |
| PIMCO Income | — | — | — | $437K | 5.2% | |
| PIMCO Intl Bond (USD Hedged) | — | — | — | $400K | 4.8% | |
| Dimensional Fund Advisors DFA Intl Core Equity Portfolio | — | — | — | $376K | 4.5% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio | — | — | — | $353K | 4.2% | |
| Federated Hermes Federated Hermes Instl Hi yd Bd | — | — | — | $322K | 3.9% | |
| Vanguard Short-Term Invest Grade | — | — | — | $308K | 3.7% | |
| Dimensional Fund Advisors DFA Intl Small Company Portfolio | — | — | — | $296K | 3.6% | |
| FEDERATED HERMES CAPITAL PRESERV ASCENSUS TRUST · EIN 45-0404698 / PN 000 | Common Collective Trust | — | — | $287K | 3.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $280K | 3.4% | |
| Vanguard Equity Income | — | — | — | $270K | 3.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $255K | 3.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $244K | 2.9% | |
| Dimensional Fund Advisors DFA Inflation-Protected Sec Port | — | — | — | $228K | 2.7% | |
| Vanguard Utilities Index | — | — | — | $193K | 2.3% | |
| Dimensional Fund Advisors DFA Emerging Mkts Small Cap | — | — | — | $149K | 1.8% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio | — | — | — | $145K | 1.7% | |
| Vanguard Small-Cap Index | — | — | — | $134K | 1.6% | |
| Vanguard Balanced Index | — | — | — | $122K | 1.5% | |
| Vanguard Health Care | — | — | — | $114K | 1.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity | — | — | — | $87K | 1.0% | |
| Vanguard Target Retirement 2060 | — | — | — | $63K | 0.7% | |
| Dimensional Fund Advisors DFA Global Equity Portfolio | — | — | — | $41K | 0.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $28K | 0.3% | |
| American Funds American Funds Capital Inc Bldr | — | — | — | $18K | 0.2% |