Plan Snapshot
- Plan Sponsor: Evraz INC. N.A.
- Sponsor EIN: 940506370
- Sponsor Address: 71 S. WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 963
- Total Assets: $114.3M
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 | 963 | $114.3M | $8.6M | $0 |
| 2023 | 1,004 | $113.9M | $0 | $0 |
| 2022 | 1,029 | $113.2M | $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 |
|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | NONE | $152,740 | — | $152,740 |
| AON CONSULTING | NONE | $79,935 | — | $79,935 |
| MERCER INVESTMENTS LLC | NONE | $63,021 | — | $63,021 |
| FIFTH THIRD BANK | NONE | $50,713 | — | $50,713 |
| LEGAL & GENERAL INVESTMENT | NONE | $30,551 | — | $30,551 |
| KBF CPAS-AUDIT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $376,960
- Estimated Expense Ratio: 0.330% 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 | $2,100,488 | $93,572 | — | — | — |
| 2023 | $1,982,725 | $61,988 | — | — | — |
| 2022 | $242,058 | $106,609 | — | — | $135,449 |