Plan Snapshot
- Plan Sponsor: Everzinc Corporation
- Sponsor EIN: 760264925
- Sponsor Address: 1301 MCKINNEY STREET, HOUSTON, TX, 77010
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $14.1M
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 | 150 | $14.1M | $585,847 | $733,587 |
| 2023 | 126 | $12.6M | $734,614 | $866,727 |
| 2022 | 165 | $11.1M | $616,103 | $777,952 |
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 |
|---|---|---|---|---|
| CONDLEY AND COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $65,282 | $34,120 | — | — | — |
| 2023 | $60,252 | $30,403 | — | — | — |
| 2022 | $63,256 | — | — | — | — |