Plan Snapshot
- Plan Sponsor: Kobelco Aluminum Automotive Products, LLC
- Sponsor EIN: 432019796
- Sponsor Address: 525 CENTRAL COURT, BOWLING GREEN, KY, 42101
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 739
- Total Assets: $13.1M
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. |
|---|---|---|---|---|
| 2025 | 739 | $13.1M | $0 | $0 |
| 2024 | 729 | $10.6M | $535,379 | $1.3M |
| 2023 | 672 | $9.0M | $457,630 | $1.2M |
| 2022 | 631 | $7.4M | $427,940 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $42,430 | — | $42,430 |
| WELLTH ADVISORY SERVICES LLC | Investment Advisor | $37,773 | — | $37,773 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,203
- Estimated Expense Ratio: 0.611% 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 |
|---|---|---|---|---|---|
| 2025 | $1,442,285 | $37,773 | — | — | — |
| 2024 | $71,824 | $32,140 | — | — | — |
| 2023 | $62,454 | $26,978 | — | — | — |
| 2022 | $50,242 | — | $50,242 | — | — |