Plan Snapshot
- Plan Sponsor: Alpek Polyester Mississippi, INC.
- Sponsor EIN: 640877945
- Sponsor Address: 7621 LITTLE AVE, SUITE 500, CHARLOTTE, NC, 28226
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $586,998 | $0 |
| 2024 | 0 | $234,258 | $0 | $0 |
| 2023 | 2 | $27.9M | $24,500 | $0 |
| 2022 | 1 | $29.1M | $0 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $168,655 | — | $168,655 |
| FIDELITY INVESTMENT INSTIUTIONAL | Investment Advisor | $10,872 | — | $10,872 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,527
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $213,593 | $14,011 | $156,741 | — | — |
| 2023 | $188,874 | — | $105,550 | $7,000 | — |
| 2022 | $157,503 | — | $95,631 | — | $61,872 |