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Original filing (PDF)20251014092431NAL0003481952001
FABRICATED METALS, LLC
Form 5500
FILING_RECEIVED
FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
260
Accounts w/ balance
335
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom 2025 Fund" is 28% of plan.
- 48 bps in Schedule C fees — 67% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FABRICATED METALS, LLC.
Plan sponsor
Name
FABRICATED METALS, LLC
EIN
61-0504753
Address
PO BOX 9043 · LOUISVILLE, KY · 40209
Phone
(502) 363-2625
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
2025-10-14
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
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 | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $28K | — |
Investments
27 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund | — | — | — | $3.2M | 27.8% | |
| Fidelity Freedom 2045 Fund | — | — | — | $1.7M | 15.0% | |
| Fidelity Freedom 2030 Fund | — | — | — | $1.4M | 12.6% | |
| Fidelity Freedom 2035 Fund | — | — | — | $1.0M | 9.0% | |
| Fidelity Freedom 2040 Fund | — | — | — | $957K | 8.4% | |
| Fidelity Large Cap Growth Index | — | — | — | $560K | 4.9% | |
| Fidelity 500 Index | — | — | — | $489K | 4.3% | |
| Fidelity Freedom 2020 Fund | — | — | — | $451K | 4.0% | |
| Fidelity Freedom 2050 Fund | — | — | — | $401K | 3.5% | |
| maturing through July 2029 - | — | — | — | $214K | 1.9% | |
| Fidelity Freedom 2055 Fund | — | — | — | $126K | 1.1% | |
| Fidelity Government Money Market Fund K6 | — | — | — | $121K | 1.1% | |
| iShares R2000 Small Cap | — | — | — | $100K | 0.9% | |
| Fidelity Intermediate Treasury Bond Index | — | — | — | $96K | 0.8% | |
| Fidelity Freedom 2060 Fund | — | — | — | $91K | 0.8% | |
| iShares MSCI EAFE International | — | — | — | $87K | 0.8% | |
| Fidelity Freedom 2065 Fund | — | — | — | $66K | 0.6% | |
| Fidelity Large Cap Value Index | — | — | — | $61K | 0.5% | |
| Fidelity Freedom 2015 Fund | — | — | — | $58K | 0.5% | |
| Fidelity Emerging Markets Index | — | — | — | $47K | 0.4% | |
| JPMorgan Corporate Bond R6 | — | — | — | $47K | 0.4% | |
| Fidelity Mid Cap Index | — | — | — | $45K | 0.4% | |
| Lincoln National Life Insurance Company Stable Value Fund | — | — | — | $23K | 0.2% | |
| American Funds New Perspective R6 | — | — | — | $13K | 0.1% | |
| Fidelity Real Estate Index ** 385 * Fidelity Inflation Protected Bond Index | — | — | — | $8K | <0.1% | |
| Fidelity US Bond Index | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Income Fund | — | — | — | $3K | <0.1% |