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: 9,028
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 9,028 | $1.3B | $52.9M | $60.5M |
| 2023 | 7,286 | $1.1B | $49.7M | $53.4M |
| 2022 | 8,367 | $938.7M | $46.0M | $47.7M |
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 | $592,205 | — | $592,205 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $412,522 | — | $412,522 |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $62,157 | — | $62,157 |
| PLANTE & MORAN PLLC | ACCOUNTANT/AUDITOR | $58,600 | — | $58,600 |
| WARNER NORCROSS & JUDD | ATTORNEY/LEGAL | $33,073 | — | $33,073 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- 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: $1,158,557
- Estimated Expense Ratio: 0.091% 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 | $1,158,557 | $474,678 | $1,800 | $58,600 | — |
| 2023 | $985,942 | $438,990 | $4,500 | $5,500 | — |
| 2022 | $1,246,549 | $407,588 | $768,542 | — | $70,419 |