Plan Snapshot
- Plan Sponsor: Oci Usa INC, A Delaware Corporation
- Sponsor EIN: 990373857
- Sponsor Address: 2800 POST OAK BOULEVARD, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $69.3M
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 | 384 | $69.3M | $7.5M | $6.9M |
| 2023 | 619 | $76.9M | $6.3M | $6.5M |
| 2022 | 531 | $57.3M | $5.1M | $5.3M |
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 |
|---|---|---|---|---|
| MENKE & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $52,642 | — | $52,642 | — | — |
| 2023 | $15,650 | — | $15,650 | — | — |
| 2022 | $15,867 | — | $15,867 | — | — |