Plan Ledger DOL Form 5500 · updated monthly

Kaiser Aluminum Warrick, LLC401(k)

KAISER ALUMINUM WARRICK, LLC 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 Warrick, LLC reported $7,179 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,904 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 3 years on file its reported administrative ratio has held roughly steady near 0.023%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 373rd-largest of 1,496 plans among Tennessee employers on file, and the 4,070th of 13,661 in manufacturing. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,429,739
Participants with balances387
Active participants325
Employer contributions$3,218,951
Employee contributions$3,542,597
Employer contribution per active participant$9,904
Average account balance$88,966
Benefits paid to participants$4,990,937
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$34.4M · 387 accts · $3.2M emplr
2023$27.9M · 349 accts · $3.2M emplr
2022$18.6M · 348 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Investment management$10,258
Total administrative$7,179
The Kaiser Aluminum Warrick, LLC 401(k) match · 2024
Employer contribution per active participant$9,904
Median for plans this size$2,416
2024$9,904 per active participant
2023$10,630 per active participant
2022$10,566 per active participant

Kaiser Aluminum Warrick, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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)$10,258

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$7,179 · 0.02%
2023$9,833 · 0.04%
2022$3,677 · 0.02%
Same employer
Similar plansManufacturing · Tennessee
Kele, Inc. TN$37.1M · 0.04%
Elo Touch Solutions, Inc. TN$33.9M · 0.38%
Diakonia Group, LLC TN$33.9M · 0.05%
Nasg Tennessee South, LLC TN$33.4M · 0.07%
Unipres U.S.A., Inc. TN$31.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812560915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.