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Original filing (PDF)20251014154810NAL0001611347001
SUPERIOR PRECISION SHEET METAL CORP
Form 5500
FILING_RECEIVED
MICRO METALS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~115 bps in Sched C fees
Active participants
94
Accounts w/ balance
112
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 115 bps in Schedule C fees — 121% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERIOR PRECISION SHEET METAL CORP.
Plan sponsor
Name
SUPERIOR PRECISION SHEET METAL CORP
DBA
D/B/A MICRO METALS, INC.
EIN
84-0743063
Address
4715 N CHESTNUT · COLORADO SPRINGS, CO · 80907
Phone
(719) 593-8367
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
2025-10-14
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSETMARK RETIREMENT SERVICES, INC. | — | STATE COLLEGE, PA | NONE | $63K | — |
Investments
58 direct securities · 1 pooled fund· $12.0M(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
$11.9M
58 holdings
Common Collective Trust
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Life insurance contract | — | — | — | $1.5M | 27.7% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.3M | 23.3% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.1M | 20.6% | |
| Vanguard 500 Index Fund Admiral Shares Mutual fund | — | — | — | $672K | 12.3% | |
| Vanguard 500 Index Fund Admiral Shares Mutual fund | — | — | — | $629K | 11.5% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $440K | 8.0% | |
| AssetMark / Global Market Blend, Profile 3, Moderate Strategy Mutual fund | — | — | — | $428K | 7.8% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $402K | 7.3% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $398K | 7.3% | |
| AssetMark / Global Market Blend, Profile 4, Moderate Growth Strategy Mutual fund | — | — | — | $388K | 7.1% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $378K | 6.9% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual fund | — | — | — | $369K | 6.7% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $337K | 6.2% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $311K | 5.7% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $235K | 4.3% | |
| T. Rowe Price Growth Stock Fund Advisor Class Mutual fund | — | — | — | $231K | 4.2% | |
| AssetMark / Global Market Blend, Profile 5, Maximum Growth Strategy Mutual fund | — | — | — | $225K | 4.1% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $214K | 3.9% | |
| AssetMark / Global Market Blend, Profile 3, Moderate Strategy Mutual fund | — | — | — | $201K | 3.7% | |
| AssetMark / Global Market Blend, Profile 5, Maximum Growth Strategy Mutual fund | — | — | — | $191K | 3.5% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $172K | 3.1% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $150K | 2.7% | |
| American Funds New Perspective Fund Class R-6 Mutual fund | — | — | — | $129K | 2.4% | |
| American Beacon Small Cap Value Fund Investor Class Mutual fund | — | — | — | $121K | 2.2% | |
| American Funds New Perspective Fund Class R-4 Mutual fund | — | — | — | $107K | 2.0% | |
| BlackRock Advantage Small Cap Core Fund Class K Mutual fund | — | — | — | $103K | 1.9% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $101K | 1.8% | |
| AssetMark / Global Market Blend, Profile 2, Moderate Conservative Mutual fund | — | — | — | $90K | 1.7% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $88K | 1.6% | |
| AssetMark / Global Market Blend, Profile 4, Moderate Growth Strategy Mutual fund | — | — | — | $88K | 1.6% | |
| AssetMark / Global Market Blend, Profile 5, Growth Strategy Mutual fund | — | — | — | $84K | 1.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual fund | — | — | — | $77K | 1.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual fund | — | — | — | $71K | 1.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund | — | — | — | $62K | 1.1% | |
| American Century Emerging Markets Fund R6 Class Mutual fund | — | — | — | $52K | 0.9% | |
| BlackRock Total Return Fund Class K Shares Mutual fund | — | — | — | $48K | 0.9% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund | — | — | — | $46K | 0.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $45K | 0.8% | |
| BlackRock Total Return Fund Class K Shares Mutual fund | — | — | — | $45K | 0.8% | |
| American Century Emerging Markets Fund R6 Class Mutual fund | — | — | — | $43K | 0.8% | |
| Common Collective Trust Morley Stable Value Fund Class 25 Common collective trust | — | — | — | $41K | 0.7% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $37K | 0.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $26K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $18K | 0.3% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $18K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $17K | 0.3% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $16K | 0.3% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $11K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund | — | — | — | $10K | 0.2% | |
| AssetMark / Global Market Blend, Profile 1, Conservative Strategy Mutual fund | — | — | — | $10K | 0.2% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $10K | 0.2% | |
| AssetMark / Global Market Blend, Profile 2, Moderate Conservative Mutual fund | — | — | — | $9K | 0.2% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $8K | 0.1% | |
| MFS Value Fund Class R6 Mutual fund | — | — | — | $8K | 0.1% | |
| MFS Value Fund Class R6 Mutual fund | — | — | — | $8K | 0.1% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $3K | <0.1% | |
| AssetMark / Global Market Blend, Profile 1, Conservative Strategy Mutual fund | — | — | — | $2K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund | — | — | — | $2K | <0.1% | |
| AssetMark / Global Market Blend, Profile 5, Growth Strategy Mutual fund | — | — | — | $1K | <0.1% |
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