Plan Snapshot
- Plan Sponsor: Tessenderlo Kerley, INC.
- Sponsor EIN: 860566930
- Sponsor Address: 2910 N. 44TH STREET, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 459
- Total Assets: $96.4M
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 | 459 | $96.4M | $3.7M | $3.5M |
| 2023 | 500 | $90.5M | $3.6M | $3.6M |
| 2022 | 488 | $82.4M | $3.6M | $3.6M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $5,725 | — | $5,725 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,725
- Estimated Expense Ratio: 0.006% 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 | $5,870 | — | — | — | — |
| 2023 | $4,990 | — | — | — | — |
| 2022 | $4,175 | — | — | — | — |