Plan Snapshot
- Plan Sponsor: Industrial Specialty Services Usa LLC
- Sponsor EIN: 844295912
- Sponsor Address: 4900 RAILROAD ST, DEER PARK, TX, 77536
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $8.1M
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 | 341 | $8.1M | $553,479 | $1.6M |
| 2023 | 290 | $6.0M | $388,200 | $1.5M |
| 2022 | 303 | $4.0M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,601 | — | $29,601 |
| CREATIVE PLANNING LLC | ADVISOR | $20,939 | — | $20,939 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,540
- Estimated Expense Ratio: 0.623% 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 | $54,736 | $25,135 | — | — | — |
| 2023 | $47,349 | $17,273 | — | — | — |
| 2022 | $35,809 | $649 | — | — | — |