Mtl Holdings, LLC Retirement Readiness Plan — Form 5500 plan (Metal-Era, LLC)
Plain-English plan 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, Mtl Holdings, LLC Retirement Readiness Plan is a benefit plan reported by Metal-Era, LLC under EIN 39-1464141 and plan number 002. The latest loaded filing year is 2023. The filing reports 294 participants and $20,342,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metal-Era, LLC
- EIN
- 39-1464141
- Plan number
- 002
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $20,342,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241007085224NAL0008732803003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,342,888
- Net assets (EOY)
- $20,342,888
- Net assets (BOY)
- $12,337,000
Income & contributions
- Employer contributions
- $1,842,391
- Participant contributions
- $1,344,042
- Total contributions
- $4,849,399
- Total income / additions
- $6,859,953
Expenses & distributions
- Benefits paid
- $3,898,021
- Administrative expenses
- $60,258
- Total expenses
- $3,958,279
- Net increase / (decrease)
- $2,901,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Ops | INVESTMENT ADVISORY | $30,624 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $29,634 | $0 | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metal-Era, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Morgan Stanley Global Banking Ops — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation