Russel Metals Inc. U.S. Retirement Savings Plan — Form 5500 plan (Russel Metals Inc.)

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, Russel Metals Inc. U.S. Retirement Savings Plan is a benefit plan reported by Russel Metals Inc. under EIN 41-1443629 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,015 participants and $109,534,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Russel Metals Inc.
EIN
41-1443629
Plan number
001
Plan type
2
Location
Appleton, WI
Latest filing year
2023
Participants
1,015
End-of-year plan assets
$109,534,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,015H, C20241010145331NAL0040553026001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,534,301
Total liabilities (EOY)
$0
Net assets (EOY)
$109,534,301
Net assets (BOY)
$68,926,079

Income & contributions

Employer contributions
$2,151,269
Participant contributions
$3,533,051
Total contributions
$6,022,563
Total income / additions
$23,250,440

Expenses & distributions

Benefits paid
$6,794,615
Administrative expenses
$13,990
Total expenses
$6,852,508
Net increase / (decrease)
$16,397,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Statregic Advisors IncADVISOR$9,809not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,181$02023

Related Form 5500 pages