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Original filing (PDF)20250807133404NAL0011069794001
METAL TRADES INDUSTRY PENSION PLAN
Form 5500
FILING_RECEIVED
METAL TRADES INDUSTRY PENSION PLAN
Defined-benefit pension plan
Signals · 1
~4626 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$284K
Net assets (EOY)
$207K
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 4626 bps in Schedule C fees — 2828% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METAL TRADES INDUSTRY PENSION PLAN.
Plan sponsor
Name
METAL TRADES INDUSTRY PENSION PLAN
EIN
51-6031408
Address
844 SEWARD ST · LOS ANGELES, CA · 900383602
Phone
(323) 993-8810
Industry
Manufacturingsee all
Plan administrator
Name
MANAGEMENT GUIDANCE, LLP
EIN
45-4049785
City
EAGAN, MN
Phone
(612) 747-5544
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-07
Pension benefit codes
1B · Flat-dollar DB formula
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
KKAJ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANAGEMENT GUIDANCE LLP | 45-4049785 | EAGAN, MN | TRUSTEE | $298 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC. | 95-4654044 | LOS ANGELES, CA | CONTRACT ADMINISTRATOR | $124K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KKAJ | 46-3462919 | VALENCIA, CA | AUDITOR | $6K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAVITZ, INC. | — | PASADENA, CA | ACTUARY | $800 | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLEVIN & HART | — | WASHINGTON, DC | ATTORNEY | $735 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.