Plan Snapshot
- Plan Sponsor: Americas Styrenics LLC
- Sponsor EIN: 371561136
- Sponsor Address: 24 WATERWAY AVENUE SUITE 1200, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $213.8M
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 | 438 | $213.8M | $7.1M | $5.9M |
| 2023 | 432 | $188.7M | $6.4M | $5.7M |
| 2022 | 428 | $170.2M | $7.8M | $5.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $42,166 | — | $42,166 |
| PLANTE MORAN | ACCOUNTANT/AUDITOR | $34,539 | — | $34,539 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,569 | — | $25,569 |
| MARCADO | INVESTMENT ADVISOR | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — 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: $127,274
- Estimated Expense Ratio: 0.060% 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 | $126,268 | $66,290 | $300 | $34,539 | — |
| 2023 | $120,028 | $45,261 | $300 | $15,401 | — |
| 2022 | $120,311 | $51,373 | — | — | — |