Plan Snapshot
- Plan Sponsor: Ascend Performance Materials Holdings INC.
- Sponsor EIN: 270219853
- Sponsor Address: 1010 TRAVIS STREET, SUITE 900, HOUSTON, TX, 77002
- Plan Type: DB
- Total Participants: 332
- Total Assets: $77.3M
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. |
|---|---|---|---|---|
| 2024 | 332 | $77.3M | $2.2M | $0 |
| 2023 | 431 | $84.7M | $2.8M | $0 |
| 2022 | 488 | $81.4M | $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 |
|---|---|---|---|---|
| BNY MELLON | RECORD KEEPER | $131,375 | — | $131,375 |
| KPMG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,375
- Estimated Expense Ratio: 0.170% 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 | $812,917 | — | — | — | — |
| 2023 | $813,364 | — | — | — | — |
| 2022 | $809,442 | $147,452 | — | — | — |