Plan Snapshot
- Plan Sponsor: Shrieve Chemical Company, LLC
- Sponsor EIN: 741994881
- Sponsor Address: 1442 LAKE FRONT CIRCLE. STE 500, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 217 | $30.3M | $921,260 | $1.6M |
| 2023 | 130 | $23.4M | $749,063 | $1.2M |
| 2022 | 112 | $19.1M | $475,698 | $1.0M |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | 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 | $10,642 | $8,284 | — | — | — |
| 2023 | $1,448,762 | — | -$239 | — | — |
| 2022 | $1,750,192 | — | $1,281 | — | — |