Plan Ledger DOL Form 5500 · updated monthly

Kaiser Aluminum Investments Company401(k)

KAISER ALUMINUM INVESTMENTS COMPANY SAVINGS AND INVESTMENT PLAN · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Kaiser Aluminum Investments Company reported $53,539 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,668 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 80th-largest of 1,496 plans among Tennessee employers on file, and the 1,003rd of 13,661 in manufacturing. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$247,232,240
Participants with balances1,405
Active participants1,106
Employer contributions$7,374,367
Employee contributions$9,284,804
Employer contribution per active participant$6,668
Average account balance$175,966
Benefits paid to participants$33,035,596
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$247.2M · 1,405 accts · $7.4M emplr
2023$230.7M · 1,444 accts · $6.6M emplr
2022$208.5M · 1,407 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Investment management$80,700
Total administrative$53,539
The Kaiser Aluminum Investments Company 401(k) match · 2024
Employer contribution per active participant$6,668
Median for plans this size$3,635
2024$6,668 per active participant
2023$5,958 per active participant
2022$5,997 per active participant

Kaiser Aluminum Investments Company's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$80,700

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$53,539 · 0.02%
2023$90,037 · 0.04%
2022$77,586 · 0.03%
All plans at this employer2
KAISER ALUMINUM INVESTMENTS COMPANY SAVINGS AND INVESTMENT PLAN401(k)
KAISER ALUMINUM INVESTMENTS COMPANY HOURLY SAVINGS AND INVESTMENT PLAN401(k)
Similar plansManufacturing · Tennessee
Astec Industries, Inc. TN$350.1M · 0.21%
Resolute Fp US Inc. TN$332.1M · 0.08%
West Fraser, Inc. TN$322.2M · 0.10%
Marelli North America, Inc. TN$218.5M · 0.09%
Bulab Holdings, Inc. TN$184.7M · 0.05%
Mueller Industries, Inc. TN$180.0M · 0.12%
Frontdoor, Inc. TN$147.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562553178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.