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: 2,458
- Total Assets: $196.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,458 | $196.7M | $8.4M | $15.7M |
| 2023 | 2,442 | $167.5M | $7.8M | $14.1M |
| 2022 | 2,511 | $137.3M | $7.6M | $13.9M |
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 | $164,872 | $129,832 | $1,200 | — | — |
| 2023 | $115,425 | $111,175 | $300 | — | — |
| 2022 | $96,845 | $90,195 | — | — | — |