Plan Snapshot
- Plan Sponsor: Imerys Usa INC.
- Sponsor EIN: 232617050
- Sponsor Address: 100 MANSELL COURT EAST, SUITE 300, ROSWELL, GA, 30076
- Plan Type: 401(k)
- Total Participants: 1,284
- Total Assets: $309.8M
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 | 1,284 | $309.8M | $9.0M | $11.3M |
| 2023 | 1,335 | $289.2M | $9.3M | $11.2M |
| 2022 | 1,330 | $268.1M | $9.4M | $11.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $264,222 | — | $264,222 |
| MERCER US INC | NONE | $53,151 | — | $53,151 |
| WARREN AVERETT LLC | NONE | $7,750 | — | $7,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- WARREN AVERETT LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $325,123
- Estimated Expense Ratio: 0.105% 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 | $340,373 | $99,624 | — | $7,750 | — |
| 2023 | $355,562 | $107,787 | $14,500 | — | — |
| 2022 | $532,652 | $182,484 | — | — | $12,300 |