Plan Snapshot
- Plan Sponsor: United Taconite LLC
- Sponsor EIN: 421609118
- Sponsor Address: 200 PUBLIC SQUARE, SUITE 3300, CLEVELAND, OH, 441142315
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 460
- Total Assets: $2.6M
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. |
|---|---|---|---|---|
| 2025 | 460 | $2.6M | $0 | $0 |
| 2024 | 404 | $2.4M | $241,925 | $0 |
| 2023 | 402 | $2.2M | $228,022 | $0 |
| 2022 | 387 | $2.0M | $224,833 | $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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $1,277 | — | — | — | — |
| 2024 | $6,681 | — | — | — | — |
| 2023 | $7,552 | — | — | — | — |
| 2022 | $2,403 | — | — | — | — |