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: 617
- Total Assets: $49.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 617 | $49.9M | $2.3M | $3.0M |
| 2023 | 655 | $46.9M | $2.2M | $2.7M |
| 2022 | 685 | $43.9M | $2.2M | $2.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $51,372 | — | $51,372 |
| WARREN AVERETT LLC | NONE | $15,500 | — | $15,500 |
| MERCER (US) INC | NONE | $8,224 | — | $8,224 |
| WRREN AVERETT | Auditor | $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: $82,846
- Estimated Expense Ratio: 0.166% 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 | $75,619 | $14,795 | $7,750 | $7,750 | — |
| 2023 | $79,403 | $16,091 | $14,500 | — | — |
| 2022 | $106,645 | $33,076 | — | — | $12,300 |