Plan Snapshot
- Plan Sponsor: Bluescope Steel North America Corp
- Sponsor EIN: 232081882
- Sponsor Address: P.O. BOX 419917, KANSAS CITY, MO, 641410917
- Plan Type: 401(k)
- Total Participants: 3,924
- Total Assets: $678.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,924 | $678.5M | $27.0M | $27.8M |
| 2023 | 3,890 | $607.9M | $25.5M | $26.2M |
| 2022 | 3,722 | $520.7M | $19.2M | $20.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $146,735 | — | $146,735 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $90,295 | — | $90,295 |
| AON HEWITT INVESTMENT CONSULTING, I | INVESTMENT ADVISOR | $75,000 | — | $75,000 |
| CBIZ CPAS P.C. | AUDITOR | $24,005 | — | $24,005 |
| DENTONS US LLP | ATTORNEY/LEGAL | $9,780 | — | $9,780 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $345,815
- Estimated Expense Ratio: 0.051% 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 | $349,064 | $165,295 | $550 | $26,704 | — |
| 2023 | $434,980 | $91,463 | $900 | $25,225 | — |
| 2022 | $395,767 | $75,000 | — | — | $40,356 |