Plan Snapshot
- Plan Sponsor: Uretek Usa, INC.
- Sponsor EIN: 421329866
- Sponsor Address: 13900 HUMBLE ROAD, TOMBALL, TX, 773756520
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $8.0M
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 | 121 | $8.0M | $394,167 | $594,486 |
| 2023 | 134 | $7.2M | $407,542 | $620,790 |
| 2022 | 173 | $6.6M | $419,412 | $620,277 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON, LLC | 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 | $31,555 | — | $31,555 | — | — |
| 2023 | $25,349 | — | $25,349 | — | — |
| 2022 | $24,670 | — | $24,670 | — | — |