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Original filing (PDF)20260225153308NAL0008412114001
AFC STEEL, LLC
Form 5500
FILING_RECEIVED
AFC STEEL 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.3 mo46% in single holding
Active participants
49
Accounts w/ balance
51
Plan assets (EOY)
$175K
Net assets (EOY)
$175K
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
87
Concentration risk
77
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
- Top holding "7 Matrix Trust Company Vanguard Total Stock Market Index Fund" is 46% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFC STEEL, LLC.
Plan sponsor
Name
AFC STEEL, LLC
EIN
82-2651234
Address
1804 JACK MCKAY BLVD · ENNIS, TX · 75119
Phone
(972) 910-2296
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
2026-02-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $169K(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 7 Matrix Trust Company Vanguard Total Stock Market Index Fund | — | — | — | $77K | 44.4% | |
| 6 Matrix Trust Company Vanguard Total International Stock Index Fund | — | — | — | $47K | 26.9% | |
| 3 Matrix Trust Company Vanguard Short-Term Inflation-Protected Securities Index Fund ** 611 4 Matrix Trust Company Vanguard Total Bond Market Index Fund | — | — | — | $20K | 11.6% | |
| 2 Matrix Trust Company Vanguard Real Estate Index Fund | — | — | — | $13K | 7.7% | |
| 5 Matrix Trust Company Vanguard Total International Bond Index Fund | — | — | — | $9K | 4.9% | |
| 1 *Matrix Trust Company Cash | — | — | — | $2K | 1.2% |
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