Original filing (PDF)20251001144541NAL0014426720001

AMERICAN IRON AND METAL USA IN

Name: AMERICAN IRON AND METAL USA IN — AMERICAN IRON AND METAL USA IN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: AMERICAN IRON AND METAL USA IN

Form 5500

FILING_RECEIVED

AMERICAN IRON AND METAL USA IN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

292

Accounts w/ balance

218

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN IRON AND METAL USA IN.

Plan sponsor

Name

AMERICAN IRON AND METAL USA IN

EIN

98-0343579

Address

25 KENNEY DR · CRANSTON, RI · 029204443

Phone

(514) 386-1273

Industry

Mining, Quarrying, Oil & Gassee 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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$10K	—

Investments

41 direct securities· $8.7M(96% of reported assets)

Other securities

$8.2M

40 holdings

Cash / Money Market

$448K

1 holding

					% of plan
American Funds 2030 Target Date Retirement Fund "	Other securities	—	—	$997K	11.1%
Vanguard 500 Index Fund "	Other securities	—	—	$991K	11.0%
American Funds 2040 Target Date Retirement Fund "	Other securities	—	—	$903K	10.1%
Vanguard Growth Index Fund "	Other securities	—	—	$657K	7.3%
JPMorgan Federal Money Market Fund Mutual fund	Cash / Money Market	—	—	$448K	5.0%
American Funds 2045 Target Date Retirement Fund "	Other securities	—	—	$406K	4.5%
American Funds 2035 Target Date Retirement Fund "	Other securities	—	—	$397K	4.4%
Vanguard Intermediate Term Bond Index Fund "	Other securities	—	—	$354K	3.9%
Vanguard Growth and Income Fund "	Other securities	—	—	$328K	3.7%
American Funds 2060 Target Date Retirement Fund "	Other securities	—	—	$295K	3.3%
T. Rowe Price Capital Appreciation Fund "	Other securities	—	—	$278K	3.1%
American Funds 2025 Target Date Retirement Fund "	Other securities	—	—	$259K	2.9%
American Funds 2055 Target Date Retirement Fund "	Other securities	—	—	$249K	2.8%
American Funds 2050 Target Date Retirement Fund "	Other securities	—	—	$242K	2.7%
American Funds 2020 Target Date Retirement Fund "	Other securities	—	—	$189K	2.1%
American Funds New Perspective Fund "	Other securities	—	—	$177K	2.0%
Vanguard Mid Cap Index Fund "	Other securities	—	—	$153K	1.7%
Vanguard Small Cap Index Fund "	Other securities	—	—	$133K	1.5%
DFA Intermediate Government Fixed Income Portfolio Fund " ** 128 PIMCO Income Fund Class I2 "	Other securities	—	—	$130K	1.5%
John Hancock Funds International Growth Fund Class I "	Other securities	—	—	$126K	1.4%
Parametric Equity Fund "	Other securities	—	—	$116K	1.3%
Vanguard Equity-Income Fund "	Other securities	—	—	$115K	1.3%
Janus Henderson Enterprise Fund "	Other securities	—	—	$98K	1.1%
Vanguard High Yield Corporate Fund "	Other securities	—	—	$86K	1.0%
American Funds New World Fund "	Other securities	—	—	$75K	0.8%
Fidelity Multi Asset Index Fund "	Other securities	—	—	$73K	0.8%
Vanguard Small Cap Value Index Fund "	Other securities	—	—	$72K	0.8%
Vanguard Mid-Cap Value Index Fund "	Other securities	—	—	$58K	0.6%
Vanguard Long Term Investment Grade Fund "	Other securities	—	—	$43K	0.5%
Fidelity International Capital Appreciation Fund "	Other securities	—	—	$36K	0.4%
Janus Henderson Triton Fund "	Other securities	—	—	$28K	0.3%
American Funds Capital Income Builder Fund "	Other securities	—	—	$26K	0.3%
Vanguard Total International Bond Index Fund "	Other securities	—	—	$18K	0.2%
Vanguard Target Retirement Income Fund "	Other securities	—	—	$17K	0.2%
Vanguard Total International Stock Index Fund "	Other securities	—	—	$16K	0.2%
Vanguard Wellesley Income Fund "	Other securities	—	—	$16K	0.2%
Vanguard Total Bond Market Index Fund "	Other securities	—	—	$16K	0.2%
Vanguard Short Term Investment Grade Fund "	Other securities	—	—	$12K	0.1%
Colombia Overseas Value Fund Institutional 2 class "	Other securities	—	—	$10K	0.1%
American Funds 2065 Target Date Retirement Fund "	Other securities	—	—	$7K	<0.1%
American Funds 2010 Target Date Retirement Fund "	Other securities	—	—	$4K	<0.1%