# Stolt-Nielsen Usa INC. 401(k) Plan
Source: https://planprovider.pro/companies/stolt-nielsen-usa-inc-401k-plan

> Stolt-Nielsen Usa INC.'s 401(k) plan: 474 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stolt-Nielsen Usa INC.

- **Sponsor EIN:** 131932470

- **Sponsor Address:** 15635 JACINTOPORT BLVD, HOUSTON, TX, 77015

- **Plan Type:** 401(k)

- **Total Participants:** 474

- **Total Assets:** $143.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|474|$143.1M|$7.2M|$4.2M|

| 2023|471|$121.7M|$6.6M|$3.8M|

| 2022|482|$102.8M|$6.3M|$3.5M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$89,536|—|$89,536|

| CREATIVE PLANNING, LLC|INVESTMENT ADVISOR|$29,400|—|$29,400|

| MCCONNELL & JONES LLP|ACCOUNTANT/AUDITOR|$25,490|—|$25,490|

| WEAVER AND TIDWELL LLP|Auditor|$25,490|—|$25,490|

| MERCER INVESTMENTS LLC|PLAN ADMINISTRATOR|$16,250|—|$16,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [MCCONNELL & JONES LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — ACCOUNTANT/AUDITOR

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $186,166

- **Estimated Expense Ratio:** 0.130% 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|$158,325|$89,536|$300|$25,490|—|

| 2023|$134,138|$96,825|$600|$21,000|—|

| 2022|$147,072|$55,532|—|—|—|

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