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Original filing (PDF)20251013164209NAL0000844691001
STEEL TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
STEEL TECHNOLOGIES LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,867
Accounts w/ balance
1,812
Plan assets (EOY)
$190.6M
Net assets (EOY)
$190.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
22 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
- 15 bps in Schedule C fees — modestly 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 STEEL TECHNOLOGIES LLC.
Plan sponsor
Name
STEEL TECHNOLOGIES LLC
EIN
61-0712014
Address
700 N. HURSTBOURNE PARKWAY SUITE400 · LOUISVILLE, KY · 40222
Phone
(502) 245-2110
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $130K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $123K | — |
| BERGANKDV LTD | — | ST CLOUD, MN | NONE | $16K | — |
| CHERRY BEKAERT LLP | — | VIRGINIA BEACH, VA | NONE | $14K | — |
Investments
19 direct securities · 5 pooled funds· $204.4M(100% 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
$146.5M
19 holdings
Common Collective Trust
$51.5M
4 holdings
Pooled Separate Account
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $33.6M | 17.6% | |
| JPMorgan Chase SmartRetirement 2030 Fund | — | — | — | $20.4M | 10.7% | |
| JPMorgan Chase Large Cap Growth Fund | — | — | — | $18.0M | 9.5% | |
| JPMorgan Chase SmartRetirement 2040 Fund | — | — | — | $14.2M | 7.4% | |
| Empower Annuity Insurance Co Select Guaranteed Fund | — | — | — | $11.0M | 5.8% | |
| JPMorgan Chase SmartRetirement 2035 Fund | — | — | — | $10.4M | 5.5% | |
| JPMorgan Chase Small Cap Equity Fund | — | — | — | $8.3M | 4.4% | |
| State Street Global Advisors US Bond Index Fund | — | — | — | $7.2M | 3.8% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $7.2M | 3.8% | |
| JPMorgan Chase SmartRetirement 2025 Fund | — | — | — | $7.2M | 3.8% | |
| JPMorgan Chase SmartRetirement 2045 Fund | — | — | — | $7.1M | 3.7% | |
| State Street Global Advisors Global All Cap Equity ex-US Index Fund | — | — | — | $6.7M | 3.5% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $6.7M | 3.5% | |
| CAPITAL GROUP EUROPACIFIC GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $6.4M | 3.4% | |
| JPMorgan Chase SmartRetirement 2050 Fund | — | — | — | $5.7M | 3.0% | |
| JPMorgan Chase SmartRetirement Income Fund | — | — | — | $4.6M | 2.4% | |
| Empower Funds T. Rowe Price Mid Cap Growth Fund | — | — | — | $4.4M | 2.3% | |
| T. Rowe Price Large Cap Value Fund | — | — | — | $4.3M | 2.3% | |
| Pioneer Bond Fund | — | — | — | $4.1M | 2.2% | |
| Dreyfus Government Cash Management Fund 20 JPMorgan Chase Mid Cap Value Fund | — | — | — | $4.1M | 2.2% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $4.0M | 2.1% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 4.25% to 9.50% | — | — | — | $3.1M | 1.6% | |
| JPMorgan Chase SmartRetirement 2055 Fund | — | — | — | $2.8M | 1.5% | |
| JPMorgan Chase SmartRetirement 2060 Fund | — | — | — | $2.7M | 1.4% |
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