Plan Snapshot
- Plan Sponsor: Contran Corporation
- Sponsor EIN: 741646336
- Sponsor Address: 5430 LBJ FREEWAY, DALLAS, TX, 752402620
- Plan Type: DB
- Total Participants: 64
- Total Assets: $110.4M
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 | 64 | $110.4M | $0 | $0 |
| 2023 | 68 | $117.7M | $0 | $0 |
| 2022 | 72 | $115.8M | $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 |
|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT INC. | SERVICE PROVIDER | $94,714 | — | $94,714 |
| NEPC, LLC | SERVICE PROVIDER | $93,091 | — | $93,091 |
| U.S. BANK NATIONAL ASSOCIATION | SERVICE PROVIDER | $51,002 | — | $51,002 |
| MILLIMAN | SERVICE PROVIDER | $36,907 | — | $36,907 |
| SUTTON FROST CARY LLP | SERVICE PROVIDER | $25,250 | — | $25,250 |
| WELLINGTON TRUST COMPANY | SERVICE PROVIDER | $18,728 | — | $18,728 |
| STATE STREET GLOBAL ADVISORS TRUST | SERVICE PROVIDER | $6,661 | — | $6,661 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — SERVICE PROVIDER
- U.S. BANK NATIONAL ASSOCIATION — SERVICE PROVIDER
- MILLIMAN — SERVICE PROVIDER
- SUTTON FROST CARY LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $326,353
- Estimated Expense Ratio: 0.296% 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 | $545,516 | $213,195 | — | $26,750 | — |
| 2023 | $722,153 | $272,741 | — | $25,250 | — |
| 2022 | $628,548 | $300,812 | — | — | $65,598 |