Plan Snapshot
- Plan Sponsor: Klockner Metals Corporation
- Sponsor EIN: 382046626
- Sponsor Address: 500 COLONIAL CENTER PKWY, STE. 500, ROSWELL, GA, 30076
- Plan Type: 401(k)
- Total Participants: 2,303
- Total Assets: $288.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,303 | $288.7M | $6.8M | $14.2M |
| 2023 | 1,950 | $259.7M | $6.2M | $12.7M |
| 2022 | 2,074 | $225.5M | $6.0M | $12.4M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON LLC | Auditor | $20,250 | — | $20,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,250
- Estimated Expense Ratio: 0.007% 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 | $387,392 | $57,990 | — | $20,250 | — |
| 2023 | $275,781 | $111,424 | $1,200 | — | — |
| 2022 | $320,683 | $33,850 | — | — | — |