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: 503
- Total Participants: 280
- Total Assets: $23.3M
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 | 280 | $23.3M | $0 | $1.2M |
| 2023 | 274 | $22.7M | $0 | $1.2M |
| 2022 | 259 | $22.1M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | Other Service Provider | $46,954 | — | $46,954 |
| ANTHEM BLUE CROSS BLUE SHIELD | Other Service Provider | $38,098 | — | $38,098 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $36,663 | — | $36,663 |
| MEADEN & MOORE LTD. | Auditor | $11,300 | — | $11,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,015
- Estimated Expense Ratio: 0.571% 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 | $134,396 | $46,954 | $39,479 | $11,300 | — |
| 2023 | $284,013 | $64,714 | $166,259 | $10,700 | — |
| 2022 | $245,806 | $140,483 | $105,323 | — | — |