Plan Snapshot
- Plan Sponsor: Veba Committee For Retirees Of Kaiser Aluminum
- Sponsor EIN: 201203429
- Sponsor Address: 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,047
- Total Assets: $870.4M
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 | 1,047 | $870.4M | $250,000 | $0 |
| 2023 | 1,060 | $841.9M | $250,000 | $0 |
| 2022 | 1,022 | $797.4M | $250,000 | $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 |
|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $683,462 | — | $683,462 |
| MEDCO CONTAINMENT LIFE INSURANCE CO | Other Service Provider | $231,040 | — | $231,040 |
| MEKETA INVESTMENT GROUP, INC. | Other Service Provider | $185,000 | — | $185,000 |
| CENTRAL DATA SERVICES, INC | Other Service Provider | $182,604 | — | $182,604 |
| BUCK GLOBAL, LLC | Other Service Provider | $70,160 | — | $70,160 |
| PNC BANK | Other Service Provider | $59,114 | — | $59,114 |
| WITHUMSMITH+BROWN, PC | Auditor | $27,499 | — | $27,499 |
| BREDHOFF & KAISER | ERISA Attorney | $5,306 | — | $5,306 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- BREDHOFF & KAISER — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,444,185
- Estimated Expense Ratio: 0.166% 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 | $1,558,421 | $185,000 | $182,604 | $27,499 | — |
| 2023 | $1,418,359 | $185,000 | $182,437 | $31,744 | — |
| 2022 | $1,157,171 | $538,178 | $204,683 | — | $47,290 |