Original filing (PDF)20250408114217NAL0018012065001

METALTEK INTERNATIONAL INC. WISCONSIN

Name: METALTEK INTERNATIONAL INC. WISCONSIN — METALTEK INTERNATIONAL, INC. WISCONSIN CENTRIFUGAL DIVISION 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: METALTEK INTERNATIONAL INC. WISCONSIN

Form 5500

FILING_RECEIVED

METALTEK INTERNATIONAL, INC. WISCONSIN CENTRIFUGAL DIVISION 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

506

Accounts w/ balance

653

Plan assets (EOY)

$121.0M

Net assets (EOY)

$121.0M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METALTEK INTERNATIONAL INC. WISCONSIN.

Plan sponsor

Name

METALTEK INTERNATIONAL INC. WISCONSIN

EIN

94-2681019

Address

905 E. ST. PAUL AVENUE · WAUKESHA, WI · 53188

Phone

(262) 544-7777

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2025-04-08

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SPECTRUM INVESTMENT ADVISORS	39-1828175	—	CONSULTANT	$44K	—

Investments

2 pooled funds· $10.1M(8% 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.

Common Collective Trust

$10.1M

1 holding

Master Trust

1 holding