Plan Snapshot
- Plan Sponsor: Thyssenkrupp North America, LLC
- Sponsor EIN: 222393554
- Sponsor Address: 9450 SW GEMINI DR, SUITE 28424, BEAVERTON, OR, 97008
- Plan Type: DB
- Total Participants: 161
- Total Assets: $90.8M
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 | 161 | $90.8M | $0 | $0 |
| 2023 | 165 | $98.7M | $0 | $0 |
| 2022 | 225 | $125.7M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE KNOWN | $247,946 | — | $247,946 |
| SEYFARTH SHAW, LLP | NONE KNOWN | $174,292 | — | $174,292 |
| PLANTE & MORAN, PLLC | NONE KNOWN | $69,081 | — | $69,081 |
| NEPC, LLC | NONE KNOWN | $49,774 | — | $49,774 |
| BENEFITS OUTSOURCING INC | NONE KNOWN | $49,221 | — | $49,221 |
| THE BANK OF NEW YORK MELLON | NONE KNOWN | $31,592 | — | $31,592 |
| AETNA LIFE INSURANCE COMPANY | NONE KNOWN | $9,728 | — | $9,728 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE KNOWN
- SEYFARTH SHAW, LLP — NONE KNOWN
- PLANTE & MORAN, PLLC — NONE KNOWN
- NEPC, LLC — NONE KNOWN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $631,634
- Estimated Expense Ratio: 0.695% 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 | $735,261 | — | $49,221 | $69,081 | — |
| 2023 | $705,897 | — | $37,855 | $53,750 | — |
| 2022 | $526,610 | — | — | — | $338,709 |