Plan Snapshot
- Plan Sponsor: Odfjell Holdings Us INC.
- Sponsor EIN: 273522353
- Sponsor Address: 13100 SPACE CENTER BLVD, HOUSTON, TX, 770593556
- Plan Type: DB
- Total Participants: 172
- Total Assets: $24.2M
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 | 172 | $24.2M | $1.3M | $0 |
| 2023 | 151 | $21.4M | $1.0M | $0 |
| 2022 | 171 | $18.3M | $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 |
|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | NONE | $104,174 | — | $104,174 |
| PNC BANK | NONE | $71,505 | — | $71,505 |
| ENNIS PELLUM & ASSOCIATES, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS PELLUM & ASSOCIATES, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,679
- Estimated Expense Ratio: 0.727% 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 | $170,043 | — | $65,869 | — | — |
| 2023 | $94,046 | — | $94,046 | — | — |
| 2022 | $77,731 | — | $77,731 | — | — |