Plan Snapshot
- Plan Sponsor: Rio Tinto America INC.
- Sponsor EIN: 113359689
- Sponsor Address: 4700 DAYBREAK PARKWAY, SOUTH JORDAN, UT, 84009
- Plan Type: DB
- Total Participants: 1,472
- Total Assets: $916.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,472 | $916.1M | $0 | $0 |
| 2023 | 1,564 | $971.8M | $0 | $0 |
| 2022 | 1,643 | $843.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON CONSULTING | NONE | $2,099,369 | — | $2,099,369 |
| PIMCO | NONE | $1,131,124 | — | $1,131,124 |
| NORTHERN TRUST COMPANY | NONE | $133,222 | — | $133,222 |
| BDO USA, P.C. | NONE | $99,021 | — | $99,021 |
| MORGAN LEWIS & BOCKIUS LLP | NONE | $75,946 | — | $75,946 |
| MERCER | NONE | $58,191 | — | $58,191 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — NONE
- BDO USA, P.C. — NONE
- MORGAN LEWIS & BOCKIUS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,596,873
- Estimated Expense Ratio: 0.393% 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 | $5,389,008 | $1,189,315 | — | $78,911 | — |
| 2023 | $7,167,640 | $1,197,177 | — | $68,606 | — |
| 2022 | $4,745,700 | $2,664,528 | $191,865 | — | $1,198,243 |