Plan Snapshot
- Plan Sponsor: Ahlstrom Usa INC.
- Sponsor EIN: 133509370
- Sponsor Address: 2 ELM STREET, WINDSOR LOCKS, CT, 06096
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 3,587
- Total Assets: $624.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,587 | $624.6M | $0 | $0 |
| 2024 | 2,693 | $550.8M | $16.2M | $21.9M |
| 2023 | 2,500 | $497.1M | $16.5M | $21.2M |
| 2022 | 2,471 | $429.6M | $15.6M | $20.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Investment Advisor | $178,749 | — | $178,749 |
| VERRILL | ERISA Attorney | $94,606 | — | $94,606 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $88,813 | — | $88,813 |
| FIDUCIENT ADVISORS LLC | Investment Advisor | $72,563 | — | $72,563 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $434,731
- Estimated Expense Ratio: 0.070% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $72,000,723 | $178,749 | $2,400 | — | — |
| 2024 | $318,390 | $137,955 | $2,700 | $17,525 | — |
| 2023 | $345,007 | $131,626 | $1,200 | $26,500 | — |
| 2022 | $266,005 | $143,649 | — | — | — |