Employers › ATI › plan 022
Recordkeeping fees per participant · ATI 401(k) Savings Plan · plan year 2024
$12.36
Higher than 10% of the 1,697 plans $250M to 1B that report it.
= $79,363 / 6,421
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250829072308NAL0021846754001, received 2025-08-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250829072308NAL0021846754001, received 2025-08-29
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-29.
Administrative expenses excluding investment management, per participant
$12.36
Higher than 7% of the 2,324 plans $250M to 1B that report it.
= $79,363 / 6,421
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250829072308NAL0021846754001, received 2025-08-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250829072308NAL0021846754001, received 2025-08-29
Administrative expenses per participant
$15.01
Higher than 6% of the 2,405 plans $250M to 1B that report it.
= $96,395 / 6,421
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250829072308NAL0021846754001, received 2025-08-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250829072308NAL0021846754001, received 2025-08-29
Administrative expenses as a share of assets
0.010%
Higher than 6% of the 2,407 plans $250M to 1B that report it.
= $96,395 / $994,947,256
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250829072308NAL0021846754001, received 2025-08-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250829072308NAL0021846754001, received 2025-08-29
Employer contributions per participant
$5,089
Higher than 74% of the 2,457 plans $250M to 1B that report it.
= $32,679,083 / 6,421
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250829072308NAL0021846754001, received 2025-08-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250829072308NAL0021846754001, received 2025-08-29
Employer share of total contributions
44.7%
Higher than 84% of the 2,459 plans $250M to 1B that report it.
= $32,679,083 / $73,064,638
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250829072308NAL0021846754001, received 2025-08-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250829072308NAL0021846754001, received 2025-08-29
97.3% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $657,129 ($117.35 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 2X · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250829072308NAL0021846754001, received 2025-08-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALLEGHENY TECHNOLOGIES INCORPORATED | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Plan name | ATI 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Sponsor EIN / plan number | 25-1792394 / 022 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Industry (business code) | 331110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Filing received | 2025-08-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Participants, beginning of year | 6,128 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Active participants | 4,230 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Participants, end of year | 6,440 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Participants with an account balance | 6,421 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Total assets, beginning of year | $903,352,670 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Total assets, end of year | $994,947,256 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Net assets, end of year | $994,947,256 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Total income | $194,096,854 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Net income | $90,727,695 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Employer contributions | $32,679,083 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Participant contributions | $34,857,207 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Other contributions (incl. rollovers) | $5,528,348 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Total contributions | $73,064,638 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Benefit payments | $103,210,728 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Total expenses (incl. benefit payments) | $103,369,159 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Total administrative expenses | $96,395 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Recordkeeping fees | $79,363 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Investment advisory and management fees | $17,032 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Administrative expenses excluding investment management | $79,363 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Held in master trusts | $967,924,002 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Held in mutual funds | $8,945,046 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250829072308NAL0021846754001, received 2025-08-29 |
| Independent auditor | SCHNEIDER DOWNS & CO., INC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250829072308NAL0021846754001, received 2025-08-29 |
Position = column in the DOL layout for form year 2024. Filing 20250829072308NAL0021846754001, received 2025-08-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICArecordkeeper | NONE | 64 Recordkeeping fees; 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $80,329 | yes |
| EMPOWER ADVISORY GROUP, LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $17,032 | no |
| EMPOWER FINANCIAL SERVICES, INC | NONE | 33 Securities brokerage; 72 Other investment fees and expenses; 26 Investment advisory (participants) | $1,222 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250829072308NAL0021846754001, received 2025-08-29.
ALLEGHENY TECH INC MASTER TRUST (EIN 251792394, PN 060): plan interest $967,924,002, 72.8% of the trust. The trust's own filing (20250829121626NAL0019400496001, received 2025-08-29) reports net assets $1,330,058,369, administrative expenses $902,984, recordkeeping fees not reported, investment management fees $533,105 and 9 Schedule C providers.
ATI STOCK FUND MASTER TRUST (EIN 251792394, PN 065): plan interest $0. The trust's own filing (20251007124904NAL0002685283001, received 2025-10-07) reports net assets $0, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| INSIGHT NORTH AMERICA, LLC | 27 | $154,494 | $112,430 |
| TEMPO HOLDING CO LLC DBA ALIGHTrecordkeeper | 15 50 | $120,595 | $87,761 |
| CAMBRIDGE ASSOCIATES LLC | 27 50 | $50,000 | $36,387 |
| EMPOWER TRUST COMPANY | 72 | $15,283 | $11,122 |
| BENEFIT TRUST COMPANY | 21 50 | $7,950 | $5,785 |
| COWEN & COMPANY LLC | 71 | $2,394 | $1,742 |
| ALIGHT FINANCIAL SOLUTIONS, LLC | 61 63 | $0 | $0 |
| PERSHING LLC | 59 61 71 99 | $0 | $0 |
| ALIGHT SOLUTIONS LLCrecordkeeper | 15 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $903,352,670 | $994,947,256 | 10.1% |
| Participants with a balance | 6,101 | 6,421 | 5.2% |
| Administrative expenses | $42,300 | $96,395 | 127.9% |
| Recordkeeping fees per participant | $6.93 | $12.36 | 78.3% |
| Employer contributions | $29,869,527 | $32,679,083 | 9.4% |
Prior filing 20240711074710NAL0009164195001, received 2024-07-11; the plan years are contiguous.