Plan Snapshot
- Plan Sponsor: Exyte Americas Holding, INC.
- Sponsor EIN: 742792091
- Sponsor Address: 3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 1,918
- Total Assets: $152.4M
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 | 1,918 | $152.4M | $6.0M | $14.0M |
| 2023 | 1,889 | $121.1M | $5.1M | $11.7M |
| 2022 | 673 | $71.7M | $2.8M | $6.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $153,559 | — | $153,559 |
| WELLSPRING FINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $82,370 | — | $82,370 |
| LANE GORMAN TRUBITT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LANE GORMAN TRUBITT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,929
- Estimated Expense Ratio: 0.155% 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 | $235,929 | — | $300 | — | — |
| 2023 | $199,740 | $93,058 | $300 | — | — |
| 2022 | $145,289 | — | — | — | — |