# Amrize North America INC. 401(k) Plan
Source: https://planprovider.pro/companies/holcim-participations-us-inc-401k-plan-302

> Amrize North America INC.'s 401(k) plan: 9,028 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [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:** $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|

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