Plan Snapshot
- Plan Sponsor: Altamira Material Solutions, LP
- Sponsor EIN: 872122080
- Sponsor Address: 10633 W. LITTLE YORK ROAD, HOUSTON, TX, 77041
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 212 | $17.0M | $790,145 | $939,454 |
| 2023 | 152 | $12.7M | $784,657 | $871,652 |
| 2022 | 165 | $10.4M | $792,052 | $920,742 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
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 | $53,048 | $28,568 | — | — | — |
| 2023 | $36,677 | $16,695 | — | — | — |
| 2022 | $12,892 | — | — | — | — |