# Specialty Metals Holdco, LLC 401(k) Plan
Source: https://planprovider.pro/companies/specialty-metals-holdco-llc-401k-plan

> Specialty Metals Holdco, LLC's 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Specialty Metals Holdco, LLC

- **Sponsor EIN:** 843828049

- **Sponsor Address:** 1950 ENTERPRISE DRIVE, DE PERE, WI, 54115

- **Plan Type:** 401(k)

- **Total Participants:** 308

- **Total Assets:** $17.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|308|$17.5M|$559,185|$1.5M|

| 2023|341|$15.8M|$537,799|$1.5M|

| 2022|315|$12.9M|$398,292|$1.1M|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$101,741|—|$101,741|

| WIPFLI,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $101,741

- **Estimated Expense Ratio:** 0.582% 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|$101,741|$92,178|—|—|—|

| 2023|$86,281|$79,733|—|—|—|

| 2022|$67,618|$62,924|$4,694|—|—|

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