Plan Snapshot
- Plan Sponsor: Ahlstrom Usa INC.
- Sponsor EIN: 133509370
- Sponsor Address: 2 ELM STREET, WINDSOR LOCKS, CT, 060962335
- Plan Type: DB
- Total Participants: 66
- Total Assets: $79.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66 | $79.1M | $0 | $0 |
| 2023 | 70 | $84.1M | $0 | $0 |
| 2022 | 77 | $84.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $20,600 | — | $20,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,600
- Estimated Expense Ratio: 0.026% 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 |
|---|---|---|---|---|---|
| 2024 | $366,711 | $212,176 | — | $20,600 | — |
| 2023 | $371,625 | $216,992 | — | $8,000 | — |
| 2022 | $377,990 | $244,863 | — | — | $83,055 |