Plan Snapshot
- Plan Sponsor: Tata Chemicals Soda Ash Partners LLC
- Sponsor EIN: 222802279
- Sponsor Address: 111 E SEGO LILY DR, SANDY, UT, 84070
- Plan Type: DB
- Total Participants: 79
- Total Assets: $62.8M
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 | 79 | $62.8M | $3.1M | $0 |
| 2023 | 86 | $62.1M | $4.0M | $0 |
| 2022 | 85 | $55.7M | $870,000 | $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 |
|---|---|---|---|---|
| AON CONSULTING INC | NONE | $55,014 | — | $55,014 |
| NISIVOCCIA AND CO LLP | NONE | $35,800 | — | $35,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC — NONE
- NISIVOCCIA AND CO LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,814
- Estimated Expense Ratio: 0.145% 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 | $400,105 | — | — | $35,800 | — |
| 2023 | $352,551 | — | — | $7,300 | — |
| 2022 | $320,503 | — | — | — | $43,359 |