Plan Snapshot
- Plan Sponsor: International-Matex Tank Terminals LLC
- Sponsor EIN: 720771251
- Sponsor Address: 400 POYDRAS STREET SUITE 3000, NEW ORLEANS, LA, 701303145
- Plan Type: 401(k)
- Total Participants: 715
- Total Assets: $96.2M
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 | 715 | $96.2M | $3.7M | $5.9M |
| 2023 | 728 | $81.4M | $3.3M | $5.7M |
| 2022 | 772 | $71.1M | $2.9M | $5.7M |
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 |
|---|---|---|---|---|
| BOURGEOIS BENNETT LLC | Auditor | $16,750 | — | $16,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,750
- Estimated Expense Ratio: 0.017% 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 | $196,806 | $14,489 | $87,088 | $16,750 | — |
| 2023 | $179,339 | $37,763 | — | $14,250 | — |
| 2022 | $100,562 | $43,656 | — | — | $15,500 |