Plan Snapshot
- Plan Sponsor: Ingenia Polymers, INC.
- Sponsor EIN: 731443650
- Sponsor Address: 2222 APPELT DRIVE, HOUSTON, TX, 77015
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $11.1M
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 | 227 | $11.1M | $576,377 | $1.2M |
| 2023 | 199 | $8.9M | $514,946 | $1.1M |
| 2022 | 177 | $6.9M | $447,382 | $1.0M |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON PLLC | Auditor | $4,750 | — | $4,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,750
- Estimated Expense Ratio: 0.043% 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 | $43,537 | $33,194 | — | $4,750 | — |
| 2023 | $34,351 | $26,084 | — | $4,750 | — |
| 2022 | $27,898 | $23,938 | $3,960 | — | — |