Plan Snapshot
- Plan Sponsor: Kaiser Aluminum Fabricated Products, LLC
- Sponsor EIN: 562553181
- Sponsor Address: 1550 WEST MCEWEN DRIVE, SUITE 500, FRANKLIN, TN, 37067
- Plan Type: Health & Welfare
- Plan Number: 601
- Total Participants: 756
- Total Assets: $563,310
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 | 756 | $563,310 | $26,719 | $0 |
| 2023 | 771 | $551,054 | $54,317 | $0 |
| 2022 | 665 | $523,275 | $3,966 | $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 |
|---|---|---|---|---|
| PRINCIPAL | Custodian / Trustee | $7,070 | — | $7,070 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,070
- Estimated Expense Ratio: 1.255% 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 | $7,070 | — | — | — | — |
| 2023 | $4,260 | — | — | — | — |
| 2022 | $3,656 | — | $3,656 | — | — |