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)
- Plan Number: 028
- Total Participants: 11,419
- Total Assets: $1.4B
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 | 11,419 | $1.4B | $6.4M | $60.5M |
| 2023 | 11,820 | $1.3B | $6.2M | $63.5M |
| 2022 | 12,046 | $1.1B | $4.9M | $63.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $596,225 | — | $596,225 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $301,076 | — | $301,076 |
| NEPC, LLC | Recordkeeper | $75,677 | — | $75,677 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- NEPC, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $972,978
- Estimated Expense Ratio: 0.071% 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 | $973,415 | $301,076 | — | — | — |
| 2023 | $967,839 | $267,314 | — | — | — |
| 2022 | $1,051,438 | $277,564 | — | — | — |