Plan Snapshot
- Plan Sponsor: United States Steel Corporation And Affiliated Cos.
- Sponsor EIN: 251897152
- Sponsor Address: 600 GRANT STREET - ROOM 1681, PITTSBURGH, PA, 152192800
- Plan Type: 401(k)
- Total Participants: 2,644
- Total Assets: $1.6B
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 | 2,644 | $1.6B | $34.3M | $28.6M |
| 2023 | 2,863 | $1.6B | $36.1M | $29.3M |
| 2022 | 3,059 | $1.3B | $34.5M | $27.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $165,184 | — | $165,184 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $121,884 | — | $121,884 |
| NEPC, LLC | Recordkeeper | $84,575 | — | $84,575 |
| BUCK GLOBAL LLC | Other Service Provider | $52,258 | — | $52,258 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- NEPC, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $423,901
- Estimated Expense Ratio: 0.026% 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 | $424,457 | $165,183 | — | — | — |
| 2023 | $420,907 | $143,311 | — | — | — |
| 2022 | $528,002 | $161,219 | — | — | — |