Plan Snapshot
- Plan Sponsor: Nl Industries, INC.
- Sponsor EIN: 135267260
- Sponsor Address: 5430 LBJ FREEWAY, SUITE 1700, DALLAS, TX, 752402620
- Plan Type: DB
- Total Participants: 68
- Total Assets: $75.7M
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 | 68 | $75.7M | $0 | $0 |
| 2023 | 1 | $41.9M | $1.5M | $0 |
| 2022 | 1 | $40.7M | $1.5M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | SERVICE PROVIDER | $106,419 | — | $106,419 |
| NEPC, LLC | SERVICE PROVIDER | $32,398 | — | $32,398 |
| SUTTON FROST CARY LLP | SERVICE PROVIDER | $25,250 | — | $25,250 |
| U.S. BANK NATIONAL ASSOCIATION | SERVICE PROVIDER | $21,657 | — | $21,657 |
| METLIFE | SERVICE PROVIDER | $20,095 | — | $20,095 |
| INCOME RESEARCH & MANAGEMENT INC. | SERVICE PROVIDER | $13,672 | — | $13,672 |
| WELLINGTON TRUST COMPANY | SERVICE PROVIDER | $7,054 | — | $7,054 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — SERVICE PROVIDER
- SUTTON FROST CARY LLP — SERVICE PROVIDER
- U.S. BANK NATIONAL ASSOCIATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $226,545
- Estimated Expense Ratio: 0.299% 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 | $453,086 | $56,442 | $20,095 | $25,250 | — |
| 2023 | $642,161 | $55,306 | $21,436 | $24,000 | — |
| 2022 | $567,468 | $66,224 | $16,856 | — | $74,687 |