Plan Snapshot
- Plan Sponsor: Cc Metals And Alloys, LLC
- Sponsor EIN: 562423533
- Sponsor Address: 1542 NORTH MAIN STREET, CALVERT CITY, KY, 42029
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $17.3M
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 | 138 | $17.3M | $215,199 | $625,615 |
| 2023 | 166 | $16.2M | $256,506 | $648,965 |
| 2022 | 150 | $15.2M | $230,745 | $579,529 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $6,882 | — | $6,882 |
| KEMPER CPA GROUP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- KEMPER CPA GROUP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,882
- Estimated Expense Ratio: 0.040% 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 | $6,882 | — | — | — | — |
| 2023 | $5,053 | — | — | — | — |
| 2022 | $3,775 | — | — | — | — |