Plan Snapshot
- Plan Sponsor: Alcoa Usa Corp.
- Sponsor EIN: 371808900
- Sponsor Address: 201 ISABELLA STREET, PITTSBURGH, PA, 152125858
- Plan Type: 401(k)
- Plan Number: 102
- Total Participants: 0
- Total Assets: $639.7M
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 | 0 | $639.7M | $0 | $0 |
| 2023 | 0 | $625.4M | $0 | $0 |
| 2022 | 0 | $595.8M | $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 |
|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | Investment Advisor | $531,347 | — | $531,347 |
| BANK OF NEW YORK MELLON | Custodian / Trustee | $206,886 | — | $206,886 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $206,293 | — | $206,293 |
| VERUS ADVISORY, INC. | Investment Advisor | $65,000 | — | $65,000 |
| FIDELITY MANAGEMENT TRUST | Investment Advisor | $46,700 | — | $46,700 |
| JP MORGAN CHASE BANK | Recordkeeper | $7,266 | — | $7,266 |
| ALIGHT FINANCIAL SOLUTIONS LLC | Investment Advisor | $7,000 | — | $7,000 |
| NATIONWIDE LIFE INSURANCE CO. | Recordkeeper | $6,726 | — | $6,726 |
| THE PRUDENTIAL INSURANCE | Recordkeeper | $6,242 | — | $6,242 |
| PERSHING LLC | Investment Advisor | — | $5,099 | $5,099 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT FINANCIAL ADVISORS, LLC — Investment Advisor
- ALIGHT SOLUTIONS LLC — Recordkeeper
- JP MORGAN CHASE BANK — Recordkeeper
- ALIGHT FINANCIAL SOLUTIONS LLC — Investment Advisor
- NATIONWIDE LIFE INSURANCE CO. — Recordkeeper
- THE PRUDENTIAL INSURANCE — Recordkeeper
- PERSHING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,088,559
- Estimated Expense Ratio: 0.170% 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 | $2,102,277 | $500,787 | — | — | — |
| 2023 | $1,903,011 | $461,360 | — | — | — |
| 2022 | $2,019,302 | $1,198,613 | — | — | $820,689 |