Plan Snapshot
- Plan Sponsor: Newmarket Corporation And Affiliates
- Sponsor EIN: 200812170
- Sponsor Address: 330 SOUTH FOURTH STREET, RICHMOND, VA, 232194304
- Plan Type: DB
- Total Participants: 66
- Total Assets: $60.0M
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 | 66 | $60.0M | $0 | $0 |
| 2023 | 66 | $52.5M | $0 | $0 |
| 2022 | 65 | $45.6M | $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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | $8,815 | — | $8,815 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,815
- Estimated Expense Ratio: 0.015% 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 | $109,416 | $5,045 | — | $8,815 | — |
| 2023 | $114,447 | $5,045 | — | $10,374 | — |
| 2022 | $105,231 | — | $9,484 | — | $77,971 |