Plan Snapshot
- Plan Sponsor: Tokai Carbon Cb Ltd.
- Sponsor EIN: 752468081
- Sponsor Address: 301 COMMERCE STREET SUITE 500, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 406
- Total Assets: $66.3M
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 | 406 | $66.3M | $6.8M | $3.1M |
| 2023 | 410 | $55.7M | $6.2M | $3.0M |
| 2022 | 386 | $47.9M | $5.2M | $2.6M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $59,686 | — | $59,686 |
| WELLS FARGO ADVISORS | CONSULTANT | $33,295 | — | $33,295 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,981
- Estimated Expense Ratio: 0.140% 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 | $92,981 | $33,295 | — | — | — |
| 2023 | $89,108 | $23,074 | — | — | — |
| 2022 | $81,183 | — | — | — | — |