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Original filing (PDF)20251008110243NAL0002942595001
METALS SOLUTIONS LLC
Form 5500
FILING_RECEIVED
METALS SOLUTIONS LLC 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
305
Accounts w/ balance
240
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METALS SOLUTIONS LLC.
Plan sponsor
Name
METALS SOLUTIONS LLC
EIN
63-1173692
Address
1000 URBAN CENTER DRIVE · SUITE 650 · VESTAVIA HILLS, AL · 35242
Phone
(205) 986-6614
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
2025-10-08
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RT JONES CAPITAL EQUITIES MGMT INC | 20-1090152 | — | NONE | $41K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $6K | — |
Investments
41 direct securities · 1 pooled fund· $33.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.8M
41 holdings
Pooled Separate Account
$15.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $15.6M | 87.9% | |
| Vanguard 500 Index | — | — | — | $1.9M | 10.4% | |
| Goldman Sachs Large Cap Growth | — | — | — | $1.6M | 9.1% | |
| AUL Stable Value Account | — | — | — | $1.6M | 9.0% | |
| Vanguard Mid Cap Growth Index | — | — | — | $1.6M | 8.9% | |
| Vanguard US Growth | — | — | — | $1.6M | 8.9% | |
| Pioneer Bond | — | — | — | $903K | 5.1% | |
| Fidelity International Index | — | — | — | $752K | 4.2% | |
| Nuveen Mid Cap Growth | — | — | — | $706K | 4.0% | |
| MFS Mid Cap Value | — | — | — | $677K | 3.8% | |
| Vanguard Small Cap Index | — | — | — | $665K | 3.7% | |
| Nuveen Lifecycle Index 2035 | — | — | — | $665K | 3.7% | |
| Nuveen Lifecycle Index 2030 | — | — | — | $645K | 3.6% | |
| American Washington Mutual | — | — | — | $581K | 3.3% | |
| Putnam Large Cap Value | — | — | — | $560K | 3.1% | |
| Notes Receivable from Participants | — | — | — | $530K | 3.0% | |
| American Balanced | — | — | — | $330K | 1.9% | |
| Nuveen Lifecycle Index 2025 | — | — | — | $290K | 1.6% | |
| Thornburg Limited Term Income | — | — | — | $287K | 1.6% | |
| Nuveen Lifecycle Index 2040 | — | — | — | $268K | 1.5% | |
| Janus Henderson Small Cap Value | — | — | — | $240K | 1.4% | |
| Janus Henderson Triton | — | — | — | $227K | 1.3% | |
| Vanguard Mid Cap Index | — | — | — | $154K | 0.9% | |
| Nuveen Lifecycle Index 2045 | — | — | — | $150K | 0.8% | |
| TRowe Price Mid Cap Growth | — | — | — | $148K | 0.8% | |
| Nuveen Lifecycle Index 2020 | — | — | — | $122K | 0.7% | |
| Nuveen Lifecycle Index 2065 | — | — | — | $102K | 0.6% | |
| Goldman Sachs International Equity | — | — | — | $98K | 0.6% | |
| Nuveen Lifecycle Index 2050 | — | — | — | $73K | 0.4% | |
| Nuveen Lifecycle Index 2055 | — | — | — | $70K | 0.4% | |
| Vanguard High-Yield Corporate | — | — | — | $60K | 0.3% | |
| Virtus Ceredex Large Cap Value | — | — | — | $54K | 0.3% | |
| Nuveen Lifecycle Index 2060 | — | — | — | $50K | 0.3% | |
| DFA US Large Company | — | — | — | $39K | 0.2% | |
| Vanguard Developed Markets | — | — | — | $24K | 0.1% | |
| Lord Abbett International Opportunity | — | — | — | $12K | <0.1% | |
| DWS RREEF Real Estate | — | — | — | $11K | <0.1% | |
| Blackrock Total Return | — | — | — | $10K | <0.1% | |
| PIMCO Real Return | — | — | — | $3K | <0.1% | |
| Nuveen Lifecycle Index Income | — | — | — | $2K | <0.1% | |
| DFA Emerging Markets | — | — | — | $1K | <0.1% | |
| Vanguard Intermediate Term Bond | — | — | — | $180 | <0.1% |
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