Plan Snapshot
- Plan Sponsor: Kaiser Aluminum Warrick, LLC
- Sponsor EIN: 812560915
- Sponsor Address: 4000 IN-66, NEWBURGH, IN, 47630
- Plan Type: DB
- Total Participants: 644
- Total Assets: $17.1M
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 | 644 | $17.1M | $4.5M | $0 |
| 2023 | 683 | $12.5M | $3.9M | $0 |
| 2022 | 735 | $8.2M | $3.9M | $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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | $23,130 | — | $23,130 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,130
- Estimated Expense Ratio: 0.135% 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 | $604,672 | — | $23,160 | $23,130 | — |
| 2023 | $457,314 | $7,516 | $154,288 | $12,500 | — |
| 2022 | $866,322 | $19,818 | $123,484 | — | $591,591 |