Jonathan Spear signed Metals Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metals Solutions LLC's EIN is 63-1173692.
Download the official 2024 Form 5500 (PDF) for Metals Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metals Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RT JONES CAPITAL EQUITIES MGMT INC | 20-1090152 | — | NONE | $41K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Common Collective Trusts | — | — | $1.9M | 10.4% | |
| Goldman Sachs Large Cap Growth | Other securities | — | — | $1.6M | 9.1% | |
| AUL Stable Value Account | Stable Value | — | — | $1.6M | 9.0% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $1.6M | 8.9% | |
| Vanguard US Growth | Mutual Funds | — | — | $1.6M | 8.9% | |
| Pioneer Bond | Other securities | — | — | $903K | 5.1% | |
| Fidelity International Index | Mutual Funds | — | — | $752K | 4.2% | |
| Nuveen Mid Cap Growth | Mutual Funds | — | — | $706K | 4.0% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $677K | 3.8% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $665K | 3.7% | |
| Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $665K | 3.7% | |
| Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $645K | 3.6% | |
| American Washington Mutual | Other securities | — | — | $581K | 3.3% | |
| Putnam Large Cap Value | Mutual Funds | — | — | $560K | 3.1% | |
| Notes Receivable from Participants | Other securities | — | — | $530K | 3.0% | |
| American Balanced | Other securities | — | — | $330K | 1.9% | |
| Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $290K | 1.6% | |
| Thornburg Limited Term Income | Other securities | — | — | $287K | 1.6% | |
| Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $268K | 1.5% | |
| Janus Henderson Small Cap Value | Mutual Funds | — | — | $240K | 1.4% | |
| Janus Henderson Triton | Mutual Funds | — | — | $227K | 1.3% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $154K | 0.9% | |
| Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $150K | 0.8% | |
| TRowe Price Mid Cap Growth | Mutual Funds | — | — | $148K | 0.8% | |
| Nuveen Lifecycle Index 2020 | Mutual Funds | — | — | $122K | 0.7% | |
| Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $102K | 0.6% | |
| Goldman Sachs International Equity | Other securities | — | — | $98K | 0.6% | |
| Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $73K | 0.4% | |
| Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $70K | 0.4% | |
| Vanguard High-Yield Corporate | Mutual Funds | — | — | $60K | 0.3% | |
| Virtus Ceredex Large Cap Value | Other securities | — | — | $54K | 0.3% | |
| Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $50K | 0.3% | |
| DFA US Large Company | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Developed Markets | Mutual Funds | — | — | $24K | 0.1% | |
| Lord Abbett International Opportunity | Mutual Funds | — | — | $12K | <0.1% | |
| DWS RREEF Real Estate | Other securities | — | — | $11K | <0.1% | |
| Blackrock Total Return | Other securities | — | — | $10K | <0.1% | |
| PIMCO Real Return | Mutual Funds | — | — | $3K | <0.1% | |
| Nuveen Lifecycle Index Income | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Emerging Markets | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Intermediate Term Bond | Mutual Funds | — | — | $180 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
