Plan Snapshot
- Plan Sponsor: Alpha Natural Resources, LLC
- Sponsor EIN: 562298262
- Sponsor Address: 340 MARTIN LUTHER KING JR BLVD., BRISTOL, TN, 37620
- Plan Type: 401(k)
- Plan Number: 100
- Total Participants: 0
- Total Assets: $96.0M
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 | $96.0M | $0 | $0 |
| 2023 | 0 | $106.7M | $0 | $0 |
| 2022 | 0 | $102.4M | $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 |
|---|---|---|---|---|
| RUSSELL TRUST COMPANY | Investment Advisor | $440,021 | — | $440,021 |
| MILLIMAN, INC. | Recordkeeper | $263,323 | — | $263,323 |
| WILLIS TOWERS WATSON LLC | Other Service Provider | $71,660 | — | $71,660 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL TRUST COMPANY — Investment Advisor
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $775,004
- Estimated Expense Ratio: 0.808% 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 | $775,004 | $440,021 | — | — | — |
| 2023 | $2,731,989 | $480,323 | — | — | — |
| 2022 | $2,151,403 | $512,575 | — | — | $390,984 |