2023 Form 5500 filing — Mtl Holdings, LLC Retirement Readiness Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007085224NAL0008732803003) for Mtl Holdings, LLC Retirement Readiness Plan, reported by Metal-Era, LLC under EIN 39-1464141 and plan number 002. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007085224NAL0008732803003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metal-Era, LLC
- EIN
- 39-1464141
- Plan number
- 002
- Location
- Waukesha, WI
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,342,888
- Net assets (EOY)
- $20,342,888
- Employer contributions
- $1,842,391
- Participant contributions
- $1,344,042
- Total income / additions
- $6,859,953
- Benefits paid
- $3,898,021
- Administrative expenses
- $60,258
- Total expenses
- $3,958,279
- Net increase / (decrease)
- $2,901,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Ops | INVESTMENT ADVISORY | $30,624 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $29,634 | $0 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $0 | $0 |