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: 408
- Total Assets: $40.3M
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 | 408 | $40.3M | $1.4M | $3.1M |
| 2023 | 446 | $33.2M | $1.1M | $2.6M |
| 2022 | 452 | $29.5M | $612,639 | $2.2M |
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 | $81,061 | — | $81,061 |
| LPL FINANCIAL LLC | OTHER SERVICES | — | $48,969 | $48,969 |
| 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: $130,030
- Estimated Expense Ratio: 0.323% 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 | $60,618 | — | $60,618 | — | — |
| 2023 | $45,941 | — | $45,941 | — | — |
| 2022 | $61,389 | — | $61,389 | — | — |