Original filing (PDF)20241105135552NAL0007854353001

SOUTHWEST REGIONAL METAL SALES, LLC

Name: SOUTHWEST REGIONAL METAL SALES, LLC — SOUTHWEST REGIONAL METAL SALES CASH BALANCE PLAN AND TRUST, Form 5500 (2023)
Creator: SOUTHWEST REGIONAL METAL SALES, LLC

Form 5500-SF

FILING_RECEIVED

SOUTHWEST REGIONAL METAL SALES CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST REGIONAL METAL SALES, LLC.

Plan sponsor

Name

SOUTHWEST REGIONAL METAL SALES, LLC

EIN

81-0604484

Address

1105 HILLS CREEK DR · MCKINNEY, TX · 75072

Phone

(214) 212-0661

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-29

Filed

2024-11-05

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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