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: 261
- Total Assets: $81.1M
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 | 261 | $81.1M | $0 | $0 |
| 2023 | 268 | $81.7M | $2.7M | $0 |
| 2022 | 292 | $74.5M | $0 | $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 | $31,544 | — | $31,544 |
| NISIVOCCIA AND CO LLP | NONE | $28,800 | — | $28,800 |
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: $60,344
- Estimated Expense Ratio: 0.074% 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 | $457,779 | — | — | $28,800 | — |
| 2023 | $744,772 | — | — | $7,300 | — |
| 2022 | $50,823 | — | — | — | $27,679 |