Plan Snapshot
- Plan Sponsor: Lhoist North America, INC.
- Sponsor EIN: 752060363
- Sponsor Address: PO BOX 985007, FORT WORTH, TX, 761855007
- Plan Type: 401(k)
- Total Participants: 1,610
- Total Assets: $260.0M
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. |
|---|---|---|---|---|
| 2023 | 1,610 | $260.0M | $12.9M | $11.7M |
| 2022 | 1,609 | $229.5M | $12.1M | $11.0M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | $103,623 | — | $103,623 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,623
- Estimated Expense Ratio: 0.040% 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 |
|---|---|---|---|---|---|
| 2023 | $333,495 | — | $127,054 | $103,623 | — |
| 2022 | $312,896 | $187,261 | — | — | — |