Plan Snapshot
- Plan Sponsor: Kureha America, INC.
- Sponsor EIN: 133799447
- Sponsor Address: 3151 BRIARPARK DR SUITE 1025, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 85 | $6.8M | $256,728 | $502,953 |
| 2023 | 88 | $6.0M | $260,588 | $492,339 |
| 2022 | 107 | $5.9M | $290,813 | $556,338 |
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 |
|---|---|---|---|---|
| S B H U LIFE AGENCY INC | Investment Advisor | — | $15,120 | $15,120 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $6,611 | — | $6,611 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S B H U LIFE AGENCY INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,731
- Estimated Expense Ratio: 0.320% 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 | $6,911 | — | $6,911 | — | — |
| 2023 | $7,114 | — | $7,114 | — | — |
| 2022 | $5,912 | — | $5,912 | — | — |