Plan Snapshot
- Plan Sponsor: Cb&I Sts Delaware, LLC
- Sponsor EIN: 842219297
- Sponsor Address: 1725 HUGHES LANDING BLVD, THE WOODLANDS, TX, 77380
- Plan Type: DB
- Total Participants: 48
- Total Assets: $7.3M
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 | 48 | $7.3M | $32,353 | $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 |
|---|---|---|---|---|
| MERCER | Other Service Provider | $67,359 | — | $67,359 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $52,626 | — | $52,626 |
| CALVETTI FERGUSON | Other Service Provider | $13,000 | — | $13,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,985
- Estimated Expense Ratio: 1.815% 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 | $161,050 | $108,424 | $52,626 | — | — |