Associated Steel Group, LLC 401(K) Plan — Form 5500 plan (Associated Steel Group, 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, Associated Steel Group, LLC 401(K) Plan is a benefit plan reported by Associated Steel Group, LLC under EIN 90-0877043 and plan number 001. The latest loaded filing year is 2023. The filing reports 560 participants and $15,295,028 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.2MPlan net assets, end of year$15,210,615
Participants560Covered participants reported
Assets / participant$27.3KComputed: assets ÷ participants$27,313 (computed)
Provider compensation$84.2K3 Schedule C provider row(s)$84,161
Plan sponsor
Associated Steel Group, LLC
EIN
90-0877043
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023560H, C20241003101827NAL0010390401001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.3M total assets
Net assets$15.2MLiabilities$84.4K
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.6M
Benefits paid / distributions$1.4M
Contributions
Employer$342.3K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$15,295,028
Total liabilities (EOY)
$84,413
Net assets (EOY)
$15,210,615
Net assets (BOY)
$12,468,000

Income & contributions

Employer contributions
$342,276
Participant contributions
$1,289,367
Total contributions
$1,803,643
Total income / additions
$4,309,578

Expenses & distributions

Benefits paid
$1,413,984
Administrative expenses
$84,161
Total expenses
$1,566,963
Net increase / (decrease)
$2,742,615
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cadent Capital Advisors LLCADVISOR$46,108not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,717$02023
Strategic Advisors, Inc.ADVISOR$5,336not reported in the loaded dataset2023

Related Form 5500 pages