Plan Snapshot
- Plan Sponsor: Voestalpine Railway Systems Nortrak LLC
- Sponsor EIN: 830317459
- Sponsor Address: 3930 VALLEY EAST INDUSTRIAL DRIVE, BIRMINGHAM, AL, 35217
- Plan Type: 401(k)
- Total Participants: 923
- Total Assets: $56.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 923 | $56.2M | $1.0M | $4.1M |
| 2023 | 894 | $50.9M | $1.2M | $3.8M |
| 2022 | 830 | $42.6M | $1.1M | $3.5M |
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 |
|---|---|---|---|---|
| COKER & COMPANY, LLC | 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 |
|---|---|---|---|---|---|
| 2024 | $222,593 | — | — | — | — |
| 2023 | $197,405 | $19,756 | — | — | — |
| 2022 | $184,933 | — | — | — | $76,931 |