Plan Snapshot
- Plan Sponsor: Ineos Usa, LLC.
- Sponsor EIN: 201981933
- Sponsor Address: 2600 SOUTH SHORE BLVD, STE. 200, LEAGUE CITY, TX, 77573
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 5,992
- Total Assets: $1.6B
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. |
|---|---|---|---|---|
| 2025 | 5,992 | $1.6B | $0 | $0 |
| 2024 | 4,979 | $1.4B | $53.2M | $63.8M |
| 2023 | 4,807 | $1.2B | $49.2M | $59.4M |
| 2022 | 4,445 | $1.0B | $46.7M | $56.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $333,222 | — | $333,222 |
| FISHER INVESTMENTS | Other Service Provider | $15,095 | — | $15,095 |
| TRINITY LEGACY PARTNERS LLC | Other Service Provider | $12,416 | — | $12,416 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $7,090 | — | $7,090 |
| QDRO CONSULTANTS | Other Service Provider | $7,000 | — | $7,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $374,823
- Estimated Expense Ratio: 0.024% 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 |
|---|---|---|---|---|---|
| 2025 | $178,965,337 | — | — | — | — |
| 2024 | $200,284 | — | — | — | — |
| 2023 | $167,546 | — | — | — | — |
| 2022 | $145,836 | — | — | — | $3,900 |