Plan Snapshot
- Plan Sponsor: Indorama Ventures Oxides LLC
- Sponsor EIN: 843151997
- Sponsor Address: 24 WATERWAY AVENUE, 11TH FLOOR, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 1,012
- Total Assets: $159.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,012 | $159.8M | $13.6M | $15.1M |
| 2023 | 1,150 | $145.9M | $14.2M | $16.0M |
| 2022 | 1,144 | $103.4M | $11.6M | $13.6M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $108,954 | — | $108,954 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $102,737 | — | $102,737 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $60,069 | — | $60,069 |
| CLIFTONLARSONALLEN LLP | ACCOUNTANT/AUDITOR | $38,208 | — | $38,208 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,968
- Estimated Expense Ratio: 0.194% 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 | $309,587 | $169,024 | $1,500 | $38,208 | — |
| 2023 | $272,658 | $158,299 | $2,100 | $3,260 | — |
| 2022 | $197,314 | $28,076 | — | — | — |