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Original filing (PDF)20250930071956NAL0011384289001
STEELFAB, INC.
Form 5500
FILING_RECEIVED
STEELFAB, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,017
Accounts w/ balance
1,875
Plan assets (EOY)
$102.4M
Net assets (EOY)
$102.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 138% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEELFAB, INC..
Plan sponsor
Name
STEELFAB, INC.
EIN
56-0713333
Address
8623 OLD DOWD ROAD · CHARLOTTE, NC · 28214
Phone
(704) 394-5376
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREER WALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $188K | — |
| NFP | 74-2794194 | — | CONTRACT ADMINISTRATOR | $32K | — |
| MERRILL LYNCH RETIREMENT | 13-5674085 | — | CONTRACT ADMINISTRATOR | $23K | — |
Investments
26 direct securities · 2 pooled funds· $96.7M(94% 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.
Uncategorized
$85.1M
26 holdings
Common Collective Trust
$11.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10.2M | 10.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $9.4M | 9.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $7.9M | 7.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $7.5M | 7.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $7.3M | 7.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $6.9M | 6.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.7M | 5.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $5.2M | 5.0% | |
| Fidelity 500 Index Fund | — | — | — | $5.0M | 4.8% | |
| Participant Loans | — | — | — | $4.5M | 4.4% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $4.2M | 4.1% | |
| Vanguard Windsor II Investor Fund | — | — | — | $4.0M | 3.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.5M | 2.5% | |
| American Century Mid-Cap Value R6 Fund | — | — | — | $2.4M | 2.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.2M | 2.1% | |
| BlackRock Advantage International K Fund | — | — | — | $1.9M | 1.9% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.6M | 1.6% | |
| Fidelity US Bond Index Fund | — | — | — | $1.4M | 1.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.4M | 1.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.4M | 1.4% | |
| ClearBridge Small Cap Growth IS Fund | — | — | — | $1.4M | 1.3% | |
| MACQUARIE MD CP GRWTH CIT CL 1 SEI TRUST COMPANY · EIN 45-3036258 / PN 050 | Common Collective Trust | — | — | $1.4M | 1.3% | |
| Fidelity Total International Index Fund | — | — | — | $543K | 0.5% | |
| Fidelity Advisor Total Bond Z Fund | — | — | — | $398K | 0.4% | |
| DWS RREEF Global Real Estate Securities A Fund | — | — | — | $181K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $152K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $42K | <0.1% | |
| Vanguard Treasury Money Market Investor Fund | — | — | — | $12K | <0.1% |
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