Plan Snapshot
- Plan Sponsor: Intercontinental Terminals Company LLC
- Sponsor EIN: 741710422
- Sponsor Address: 1943 INDEPENDENCE PARKWAY SOUTH, LA PORTE, TX, 77571
- Plan Type: 401(k)
- Total Participants: 447
- Total Assets: $92.3M
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 | 447 | $92.3M | $4.4M | $4.3M |
| 2023 | 457 | $81.2M | $4.1M | $3.9M |
| 2022 | 442 | $71.5M | $3.9M | $3.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $65,292 | — | $65,292 |
| OSAIC | INVESTMENT ADVISOR | $25,257 | — | $25,257 |
| ATCHLEY & ASSOCIATES, LLP | AUDITOR | $12,400 | — | $12,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- ATCHLEY & ASSOCIATES, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,949
- Estimated Expense Ratio: 0.112% 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 | $102,949 | $25,257 | — | $12,400 | — |
| 2023 | $105,409 | $22,372 | — | $12,500 | — |
| 2022 | $99,499 | $18,951 | — | — | $11,750 |