Plan Snapshot
- Plan Sponsor: Transalta Usa INC.
- Sponsor EIN: 980220829
- Sponsor Address: 913 BIG HANAFORD ROAD, CENTRALIA, WA, 985319101
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 196
- Total Assets: $0
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 | 196 | $0 | $0 | $0 |
| 2023 | 183 | $0 | $0 | $0 |
| 2022 | 162 | $0 | $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 |
|---|---|---|---|---|
| MERITAIN HEALTH | Recordkeeper | $299,143 | — | $299,143 |
| DELTA DENTAL OF WASHINGTON | Recordkeeper | $30,840 | — | $30,840 |
| VISION SERVICE PLAN | Recordkeeper | $6,148 | — | $6,148 |
| FLORES & ASSOCIATES | Recordkeeper | $5,682 | — | $5,682 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $341,813
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |