# Amrize North America INC. 401(k) Plan
Source: https://planprovider.pro/companies/holcim-participations-us-inc-401k-plan-020

> Amrize North America INC.'s 401(k) plan: 1,256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTANT/AUDITOR

- [WARNER NORCROSS & JUDD](https://planprovider.pro/provider/warner-norcross-judd-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/holcim-participations-us-inc-401k-plan-020)

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