Plan Snapshot
- Plan Sponsor: International-Matex Tank Terminals LLC
- Sponsor EIN: 720771251
- Sponsor Address: 400 POYDRAS STREET, SUITE 3000, NEW ORLEANS, LA, 70130
- Plan Type: DB
- Total Participants: 35
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 35 | $8.3M | $0 | $0 |
| 2023 | 35 | $8.5M | $0 | $0 |
| 2022 | 41 | $8.0M | $0 | $0 |
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 | $14,250 | — | $14,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,250
- Estimated Expense Ratio: 0.172% 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 | $220,613 | $13,767 | — | $14,250 | — |
| 2023 | $179,844 | $14,082 | — | $14,250 | — |
| 2022 | $177,120 | $20,598 | — | — | $86,346 |