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Original filing (PDF)20250725113136NAL0008680048001
BRISTOL METALS, LP
Form 5500
FILING_RECEIVED
BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A
401(k) retirement plan
Active participants
158
Accounts w/ balance
179
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRISTOL METALS, LP.
Plan sponsor
Name
BRISTOL METALS, LP
EIN
58-2245237
Address
390 BRISTOL METALS ROAD · BRISTOL, TN · 37620
Phone
(630) 296-5793
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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HORIZON ADVISORS INC | 62-1254528 | — | ADVISOR | $22K | — |
Investments
30 direct securities· $8.0M(100% of reported assets)
Uncategorized
$6.6M
29 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $1.4M | 17.6% | |
| MFS Conservative Allocation Fund R6 | — | — | — | $1.2M | 15.4% | |
| Vanguard Information Technology Index AD | — | — | — | $1.2M | 14.5% | |
| Vanguard 500 Index ADM | — | — | — | $931K | 11.6% | |
| American Funds Target Date 2030 R6 | — | — | — | $875K | 10.9% | |
| American Funds Target Date 2060 R6 | — | — | — | $467K | 5.8% | |
| Voya Mid Cap Opportunities R6 | — | — | — | $421K | 5.3% | |
| American Funds Target Date 2040 R6 | — | — | — | $375K | 4.7% | |
| American Funds Target Date 2020 R6 | — | — | — | $243K | 3.0% | |
| Vanguard Equity Income ADM | — | — | — | $186K | 2.3% | |
| Vanguard Small Cap Index ADM | — | — | — | $110K | 1.4% | |
| American Funds Target Date 2035 R6 | — | — | — | $86K | 1.1% | |
| American Funds Target Date 2050 R6 | — | — | — | $86K | 1.1% | |
| American Funds Bond Fund of America R6 | — | — | — | $61K | 0.8% | |
| MFS Massachusetts Investors Growth Stock Fund R6 | — | — | — | $55K | 0.7% | |
| American Funds Target Date 2015 R6 | — | — | — | $54K | 0.7% | |
| PIMCO Income Institutional | — | — | — | $49K | 0.6% | |
| Fidelity Inflation Protected Bond M Fund | — | — | — | $30K | 0.4% | |
| American Funds Target Date 2045 R6 | — | — | — | $27K | 0.3% | |
| DFA US Large Cap Value | — | — | — | $23K | 0.3% | |
| American Funds Target Date 2065 R6 | — | — | — | $23K | 0.3% | |
| American Funds New Perspective Fund R6 | — | — | — | $20K | 0.3% | |
| MFS Growth Allocation Fund R6 | — | — | — | $20K | 0.2% | |
| American Funds Target Date 2055 R6 | — | — | — | $15K | 0.2% | |
| Vanguard Explorer ADM | — | — | — | $13K | 0.2% | |
| DFA Emerging Markets I | — | — | — | $12K | 0.1% | |
| Vanguard Developed Markets Index ADM | — | — | — | $10K | 0.1% | |
| Vanguard Mid Cap Index ADM | — | — | — | $10K | 0.1% | |
| American Funds Target Date 2025 R6 | — | — | — | $8K | <0.1% | |
| MFS Moderate Allocation Fund R6 | — | — | — | $4K | <0.1% |
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