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Original filing (PDF)20250917110943NAL0000534194001
METSO USA INC.
Form 5500
FILING_RECEIVED
METSO RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
876
Accounts w/ balance
1,367
Plan assets (EOY)
$280.0M
Net assets (EOY)
$280.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 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 METSO USA INC..
Plan sponsor
Name
METSO USA INC.
EIN
88-0298664
Address
275 N CORPORATE DRIVE · BROOKFIELD, WI · 53045
Phone
(262) 717-2561
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
024
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $132K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INV ADV, PARTICIPANTS | $94K | — |
Investments
28 direct securities · 5 pooled funds· $374.0M(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
$280.0M
28 holdings
Common Collective Trust
$94.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Sm Cap Index Inst Fd | — | — | $0 | $31.1M | 11.1% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $31.1M | 11.1% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | $0 | $26.7M | 9.5% | |
| MORLEY STABLE VALUE III FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $26.7M | 9.5% | |
| HARBOR CAPITAL APPREC CIT CL 5 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $21.7M | 7.7% | |
| Vanguard Mid Cp Idx Instl Fund | — | — | $0 | $21.7M | 7.7% | |
| Fidelity Frdm Idx 2035 Ins Pre | — | — | $0 | $18.2M | 6.5% | |
| Fidelity Frdm Idx 2020 Ins Pre | — | — | $0 | $17.9M | 6.4% | |
| Fidelity Frdm Idx 2030 Ins Pre | — | — | $0 | $17.4M | 6.2% | |
| Fidelity Frdm Idx 2040 Ins Pre | — | — | $0 | $15.1M | 5.4% | |
| Fidelity Frdm Idx 2045 Ins Pre | — | — | $0 | $13.4M | 4.8% | |
| Fidelity Frdm Idx 2025 Ins Pre | — | — | $0 | $12.7M | 4.5% | |
| Fidelity Frdm Idx 2050 Ins Pre | — | — | $0 | $12.2M | 4.3% | |
| Fidelity Frdm Idx 2015 Ins Pre | — | — | $0 | $12.0M | 4.3% | |
| Participant Loans | — | — | $0 | $10.1M | 3.6% | |
| Fidelity Frdm Idx 2060 Ins Pre | — | — | $0 | $9.8M | 3.5% | |
| JP Morgan MidCpValue L Fund | — | — | $0 | $9.7M | 3.5% | |
| LGL & GEN MSCI ACWI EX US DC B RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 010 | Common Collective Trust | — | — | $9.7M | 3.5% | |
| Lgl & Gen MSCI ACWI ex US DC B | — | — | $0 | $9.4M | 3.4% | |
| Dodge & Cox Income X Fund | — | — | $0 | $7.2M | 2.6% | |
| ALLSPRING SPEC SMCAP VAL CIT N | — | — | $0 | $5.8M | 2.1% | |
| Prin/BR S&P 500 Index CIT N | — | — | $0 | $5.8M | 2.1% | |
| ALLSPRING SPEC SMCAP VAL CIT N SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $4.8M | 1.7% | |
| Baird MidCap Inst Fund | — | — | $0 | $4.8M | 1.7% | |
| Fidelity Frdm Idx 2010 Ins Pre | — | — | $0 | $4.0M | 1.4% | |
| Harbor Capital Apprec CIT Cl 5 | — | — | $0 | $3.2M | 1.1% | |
| Fidelity Frdm Idx 2065 Ins Pre | — | — | $0 | $3.2M | 1.1% | |
| Morley Stable Value III Fund | — | — | $0 | $2.9M | 1.0% | |
| Vanguard Inf-Prot Sec Instl Fd | — | — | $0 | $1.9M | 0.7% | |
| Dodge & Cox Stock X Fund | — | — | $0 | $1.4M | 0.5% | |
| Fidelity Frdm Idx Inc Ins Prem | — | — | $0 | $1.3M | 0.4% | |
| Fidelity Frdm Idx 2055 Ins Pre | — | — | $0 | $778K | 0.3% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $438K | 0.2% |