Plan Snapshot
- Plan Sponsor: Transworld Oil U.S.A., INC.
- Sponsor EIN: 742139029
- Sponsor Address: 2950 NORTH LOOP WEST SUITE 500, HOUSTON, TX, 77092
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $33.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 145 | $33.2M | $1.6M | $1.6M |
| 2023 | 126 | $29.4M | $1.4M | $1.3M |
| 2022 | 115 | $23.2M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| PRICE WATERHOUSE COOPERS LLP | Auditor | $62,000 | — | $62,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICE WATERHOUSE COOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,000
- Estimated Expense Ratio: 0.187% 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 | $34,504 | $3,729 | — | $62,000 | — |
| 2023 | $30,192 | $2,976 | $300 | $59,304 | — |
| 2022 | -$31,291 | $728 | — | — | — |