Filings through Oct 24, 2026.

Retirement plan

Wisconsin Steel and Tube Corporation PS Plan

Name: WISCONSIN STEEL AND TUBE CORPORATION - WISCONSIN STEEL AND TUBE CORPORATION PS PLAN (2025) Form 5500
Creator: WISCONSIN STEEL AND TUBE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN STEEL AND TUBE CORPORATION PS PLAN, WISCONSIN STEEL AND TUBE CORPORATION

Wisconsin Steel and Tube CorporationEIN 39-0839560Plan #001PY 2025

1555 N MAYFAIR ROAD - MILWAUKEE, WI 53226414-453-4441LinkedIn51-200 employeeswarehousing

Prospect flagsHigh feesFund lineup: 14 funds, $13.8M

How to read this page

Total assets (EOY)

$16.7M

+18.7% from 2024

Total participants

195

-12.6% from 2024

Average account balance

$88,982

+40.1% from 2024

Annual return

16.53%

-4.31 pp from 2024

Benchmarks

See 2,256 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,256 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FRANCIS LLC1 year Service code 26 19435 W. CAPITOL DRIVE · BROOKFIELD, WI 53045	Advisory (Participants)	$42,121
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969	Recordkeeping	$36,764
SIKICH LLP1 year Filed as: SIKICH CPA LLC. Service code 10 333 JOHN CARLYLE ST · ALEXANDRIA, VA 22314	Accounting	$13,520

Fund lineup

CSV with Pro

14 funds of $250K or more; 13 lines in all, holding $13.8M of the plan's $14.1M. From the 2024 filing. Recordkeeper: Newport Group.

In collective trusts6%median 0% for plans of $5M to $50M (35,181 plans)

In index funds7%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series50%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 50% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages	T. Rowe Price	Mutual fund	$6.9M	50.3%
Putnam Stable Value Fund Franklin Templeton · Stable value Stable value	Franklin Templeton	Stable value	$2.9M	20.9%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1000K	7.2%
Harbor Capital Appreciation CIT 3 Harbor Capital · Collective trust	Harbor Capital	Collective trust	$800K	5.8%
Nationwide Geneva Small Cap Growth Fund Nationwide · Mutual fund	Nationwide	Mutual fund	$405K	2.9%
Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund	Dodge & Cox	Mutual fund	$403K	2.9%
Delaware Emerging Markets Fund Macquarie / Nomura · Mutual fund	Macquarie / Nomura	Mutual fund	$367K	2.7%
Cost Value Mutual Funds: American Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$239K	1.7%
EuroPacific Growth CI Fund Capital Group · Mutual fund	Capital Group	Mutual fund	$209K	1.5%
PIMCO Commodities Plus Strategy Instl PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$208K	1.5%

See the other 3 lines in this lineup with Pro.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2S2E3D2G2J2K2F2T3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$89K

$596 / participant

Investment mgmt$18K20.6%
Contract admin$57K64.2%
Other / not subdivided$14K15.2%

% of EOY assets

0.531%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SIKICH CPA LLC
Auditor EIN: 541172176
Audit fees: $13,520
Opinion code: Unqualified

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Provider

Service type

Compensation

FRANCIS LLC1 year

Service code 26

19435 W. CAPITOL DRIVE · BROOKFIELD, WI 53045

Advisory (Participants)

$42,121

NEWPORT GROUP, INC.10+ years

Service code 15 · EIN 27-2037969

Recordkeeping

$36,764

SIKICH LLP1 year

Filed as: SIKICH CPA LLC.

Service code 10

333 JOHN CARLYLE ST · ALEXANDRIA, VA 22314

Accounting

$13,520

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 12 vintages

$6.9M

50.3%

Putnam Stable Value Fund

Franklin Templeton · Stable value

Stable value

$2.9M

20.9%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1000K

7.2%

Harbor Capital Appreciation CIT 3

Harbor Capital · Collective trust

$800K

5.8%

Nationwide Geneva Small Cap Growth Fund

Nationwide · Mutual fund

$405K

2.9%

Dodge & Cox Stock Fund Class X

Dodge & Cox · Mutual fund

$403K

2.9%

Delaware Emerging Markets Fund

Macquarie / Nomura · Mutual fund

$367K

2.7%

Cost Value Mutual Funds: American Fund

Manager not matched · Mutual fund

$239K

1.7%

EuroPacific Growth CI Fund

Capital Group · Mutual fund

$209K

1.5%

PIMCO Commodities Plus Strategy Instl

PIMCO (Allianz) · Mutual fund

$208K

1.5%

Wisconsin Steel and Tube Corporation PS Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Wisconsin Steel and Tube Corporation PS Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion