Plan Snapshot
- Plan Sponsor: Altivia Petrochemicals, LLC
- Sponsor EIN: 474927987
- Sponsor Address: 1100 LOUISIANA ST, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 450 | $33.7M | $1.5M | $3.1M |
| 2023 | 391 | $27.9M | $1.4M | $2.8M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | $50,325 | — | $50,325 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,616 | — | $41,616 |
| CARR, RIGGS, & INGRAM, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,941
- Estimated Expense Ratio: 0.273% of plan assets
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 | $100,469 | $58,853 | — | — | — |
| 2023 | $87,581 | $50,042 | — | — | — |