Plan Snapshot
- Plan Sponsor: Chemicals, Incorporated.
- Sponsor EIN: 760125191
- Sponsor Address: 12321 HATCHERVILLE ROAD, BAYTOWN, TX, 77521
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $6.7M
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 | 218 | $6.7M | $403,788 | $665,212 |
| 2023 | 154 | $5.4M | $381,254 | $576,370 |
| 2022 | 159 | $3.9M | $350,657 | $551,510 |
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 |
|---|---|---|---|---|
| DARSHAN WADHWA CPA PC | Auditor | — | — | $0 |
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 | $655,306 | — | $6,585 | — | — |
| 2023 | $269,281 | — | $7,575 | — | — |
| 2022 | $6,125 | — | — | — | — |