Plan Snapshot
- Plan Sponsor: Amrize North America INC.
- Sponsor EIN: 541527022
- Sponsor Address: PO BOX 122, DUNDEE, MI, 48131
- Plan Type: 401(k)
- Total Participants: 1,256
- Total Assets: $91.5M
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 | 1,256 | $91.5M | $4.9M | $5.9M |
| 2023 | 962 | $70.6M | $4.1M | $4.5M |
| 2022 | 1,193 | $58.8M | $4.6M | $4.8M |
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 | $101,090 | — | $101,090 |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $42,848 | — | $42,848 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $40,812 | — | $40,812 |
| PLANTE & MORAN, PLLC | ACCOUNTANT/AUDITOR | $33,400 | — | $33,400 |
| WARNER NORCROSS & JUDD | ATTORNEY/LEGAL | $26,087 | — | $26,087 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- PLANTE & MORAN, PLLC — ACCOUNTANT/AUDITOR
- WARNER NORCROSS & JUDD — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $244,237
- Estimated Expense Ratio: 0.267% 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 | $254,127 | $83,660 | — | $33,400 | — |
| 2023 | $178,839 | $75,010 | $300 | $20,700 | — |
| 2022 | $157,265 | $47,785 | $52,392 | — | $57,088 |