Plan Snapshot
- Plan Sponsor: Kemira Water Solutions, INC.
- Sponsor EIN: 593657872
- Sponsor Address: 200 GALLERIA PKWY SE, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 796
- Total Assets: $309.7M
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 | 796 | $309.7M | $9.6M | $9.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $67,231 | — | $67,231 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $37,110 | — | $37,110 |
| MMC SECURITIES | Other Service Provider | $13,125 | — | $13,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- 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: $117,466
- Estimated Expense Ratio: 0.038% 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 | $117,466 | $37,110 | $1,500 | — | — |