Plan Snapshot
- Plan Sponsor: Tata Chemicals Soda Ash Partners LLC
- Sponsor EIN: 222802279
- Sponsor Address: 111 EAST SEGO LILY DRIVE, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $34.9M
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 | 205 | $34.9M | $1.4M | $2.5M |
| 2023 | 198 | $28.9M | $834,267 | $2.2M |
| 2022 | 181 | $24.1M | $598,244 | $1.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $61,694 | — | $61,694 |
| LPL FINANCIAL LLC | OTHER SERVICES | — | $42,972 | $42,972 |
| NISIVOCCIA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — OTHER SERVICES
- NISIVOCCIA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,666
- Estimated Expense Ratio: 0.300% 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 | $61,691 | — | $61,691 | — | — |
| 2023 | $49,337 | — | $49,337 | — | — |
| 2022 | $47,557 | — | $47,557 | — | — |