Plan Snapshot
- Plan Sponsor: Arcelormittal Tubular Products Shelby LLC
- Sponsor EIN: 980467851
- Sponsor Address: FOUR GATEWAY CENTER, SUITE 600, PITTSBURGH, PA, 152221211
- Plan Type: 401(k)
- Total Participants: 504
- Total Assets: $46.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 504 | $46.8M | $1.1M | $2.1M |
| 2023 | 536 | $43.9M | $1.3M | $2.5M |
| 2022 | 543 | $38.2M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $79,862 | — | $79,862 |
| MERCER INVESTMENTS LLC | NONE | $26,250 | — | $26,250 |
| SISTERSON & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SISTERSON & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,112
- Estimated Expense Ratio: 0.226% 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 | $102,112 | — | — | — | — |
| 2023 | $119,587 | — | — | — | — |
| 2022 | $54,945 | — | — | — | — |