Plan Snapshot
- Plan Sponsor: Kaiser Aluminum Investments Company
- Sponsor EIN: 562553178
- Sponsor Address: 1550 WEST MCEWEN DRIVE, SUITE 500, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 1,106
- Total Assets: $247.2M
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 | 1,106 | $247.2M | $7.4M | $9.3M |
| 2023 | 1,106 | $230.7M | $6.6M | $8.9M |
| 2022 | 1,079 | $208.5M | $6.5M | $8.4M |
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 | — | — | $0 |
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: $0
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 | $53,539 | $80,700 | — | — | — |
| 2023 | $90,037 | $73,793 | $600 | — | — |
| 2022 | $77,586 | $62,073 | — | — | — |