# Usw Sherwin Alumina Retiree Health Care Trust 401(k) Plan
Source: https://planprovider.pro/companies/usw-sherwin-alumina-retiree-health-care-trust-466550132-501

> Usw Sherwin Alumina Retiree Health Care Trust's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Usw Sherwin Alumina Retiree Health Care Trust

- **Sponsor EIN:** 466550132

- **Sponsor Address:** 60 BLVD OF THE ALLIES 5TH FLOOR, PITTSBURGH, PA, 15222

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $639,490

## 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|0|$639,490|$0|$0|

| 2023|0|$1.4M|$0|$0|

| 2022|0|$2.2M|$446,302|$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|

| CENTRAL DATA SERVICES|Other Service Provider|$14,602|—|$14,602|

| THE WASHINGTON TRUST COMPANY|Other Service Provider|$12,686|—|$12,686|

| MCELHANEY & ASSOCIATES, LLC|Other Service Provider|$8,000|—|$8,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,288

- **Estimated Expense Ratio:** 5.518% 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|$40,668|$12,686|$14,602|$8,000|—|

| 2023|$37,792|$16,471|$10,896|$4,500|—|

| 2022|$61,408|$16,455|$32,688|—|$7,812|

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