Plan Snapshot
- Plan Sponsor: Tronox Incorporated
- Sponsor EIN: 202868245
- Sponsor Address: 263 TRESSER BOULEVARD, STAMFORD, CT, 06901
- Plan Type: 401(k)
- Total Participants: 661
- Total Assets: $261.2M
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 | 661 | $261.2M | $9.0M | $7.1M |
| 2023 | 633 | $224.1M | $9.1M | $6.8M |
| 2022 | 633 | $185.6M | $9.9M | $7.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $88,770 | — | $88,770 |
| MERRILL LYNCH | INVESTMENT ADVISOR | $75,000 | — | $75,000 |
| AON INVESTMENTS | CONSULTANT | $30,000 | — | $30,000 |
| CLIFTON LARSON ALLEN LLP | ACCOUNTANT/AUDITOR | $19,016 | — | $19,016 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- MERRILL LYNCH — INVESTMENT ADVISOR
- CLIFTON LARSON ALLEN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,786
- Estimated Expense Ratio: 0.081% 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 | $111,263 | $88,770 | — | $19,016 | — |
| 2023 | $32,582 | $114,527 | — | $13,886 | — |
| 2022 | $94,098 | $67,769 | — | — | — |