Plan Snapshot
- Plan Sponsor: Versatex Buidling Products, LLC
- Sponsor EIN: 200073199
- Sponsor Address: 400 STEEL STREET, ALIQUIPPA, PA, 15001
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $17.4M
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 | 207 | $17.4M | $970,440 | $754,609 |
| 2023 | 195 | $14.7M | $827,213 | $702,808 |
| 2022 | 185 | $11.5M | $704,446 | $675,437 |
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 |
|---|---|---|---|---|
| CAPITAL BANK AND TRUST COMPANY | NONE | $57,691 | — | $57,691 |
| H2R CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPITAL BANK AND TRUST COMPANY — NONE
- H2R CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,691
- Estimated Expense Ratio: 0.331% 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 | $68,517 | — | $68,517 | — | — |
| 2023 | $67,123 | — | $67,123 | — | — |
| 2022 | $53,000 | — | $53,000 | — | — |