Plan Snapshot
- Plan Sponsor: Kaiser Aluminum Warrick, LLC
- Sponsor EIN: 812560915
- Sponsor Address: 1550 WEST MCEWEN DRIVE, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $34.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 325 | $34.4M | $3.2M | $3.5M |
| 2023 | 302 | $27.9M | $3.2M | $3.5M |
| 2022 | 319 | $18.6M | $3.4M | $3.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $10,258 | — | $10,258 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,258
- Estimated Expense Ratio: 0.030% 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 | $7,179 | $10,258 | — | — | — |
| 2023 | $9,833 | $4,839 | $1,500 | — | — |
| 2022 | $3,677 | $1,071 | — | — | — |