Plan Snapshot
- Plan Sponsor: Matheson Tri-Gas, INC.
- Sponsor EIN: 742460354
- Sponsor Address: 3 MOUNTAINVIEW ROAD, 3RD FLOOR, WARREN, NJ, 07059
- Plan Type: 401(k)
- Total Participants: 4,755
- Total Assets: $454.6M
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 | 4,755 | $454.6M | $20.0M | $22.4M |
| 2023 | 4,709 | $413.2M | $18.6M | $21.1M |
| 2022 | 4,563 | $359.3M | $17.2M | $19.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $542,280 | — | $542,280 |
| MEISEL, TUTEUR & LEWIS, P. C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEISEL, TUTEUR & LEWIS, P. C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $542,280
- Estimated Expense Ratio: 0.119% 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 | $542,380 | — | — | — | — |
| 2023 | $526,908 | — | — | — | — |
| 2022 | $510,275 | — | — | — | — |