Plan Ledger DOL Form 5500 · updated monthly

Russel Metals Inc.401(k)

RUSSEL METALS INC. U.S. RETIREMENT SAVINGS PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Russel Metals Inc. reported $6,032 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,870 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 204th-largest of 1,936 plans among Wisconsin employers on file, and the 360th of 4,246 in wholesale trade. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 824 to 1,405 since 2022.

Plan summary
Net assets, end of year$118,384,982
Participants with balances1,354
Active participants1,405
Employer contributions$2,628,013
Employee contributions$4,187,204
Employer contribution per active participant$1,870
Average account balance$87,434
Benefits paid to participants$15,982,801
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$118.4M · 1,354 accts · $2.6M emplr
2023$109.5M · 1,094 accts · $2.2M emplr
2022$68.9M · 909 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Investment management$8,976
Total administrative$6,032
The Russel Metals Inc. 401(k) match · 2024
Employer contribution per active participant$1,870
Median for plans this size$3,635
2024$1,870 per active participant
2023$2,022 per active participant
2022$2,550 per active participant

Russel Metals Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,976
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$6,032 · 0.01%
2023$13,990 · 0.02%
2022$19,549 · 0.03%
Similar plansWholesale Trade · Wisconsin
Iewc Corp. WI$215.0M
Brp US Inc. WI$158.6M · 0.24%
Gordon Flesch Company, Inc. WI$153.5M · 0.08%
Lemans Corporation WI$122.3M · 0.22%
Laforce, LLC WI$100.7M · 0.16%
School Specialty, LLC WI$99.0M · 0.27%
Jx Enterprises, Inc. WI$91.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411443629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.