Plan Snapshot
- Plan Sponsor: Iss-Marine Services, INC.
- Sponsor EIN: 951783520
- Sponsor Address: 15635 JACINTOPORT BLVD, HOUSTON, TX, 77015
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $12.7M
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 | 170 | $12.7M | $331,559 | $614,052 |
| 2023 | 179 | $12.4M | $326,795 | $592,665 |
| 2022 | 188 | $11.1M | $324,086 | $620,040 |
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 |
|---|---|---|---|---|
| ROBERT W BAIRD & CO INC | INVESTMENT ADVISORY- PLAN | $24,273 | — | $24,273 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $17,252 | — | $17,252 |
| WILKINS MILLER, LLC | Auditor | $166 | — | $166 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- WILKINS MILLER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,691
- Estimated Expense Ratio: 0.328% 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 | $41,691 | $24,273 | — | $166 | — |
| 2023 | $38,777 | $22,498 | — | — | — |
| 2022 | $42,069 | $26,269 | — | — | — |