Plan Snapshot
- Plan Sponsor: Vinmar International, Ltd.
- Sponsor EIN: 980627211
- Sponsor Address: 16825 NORTHCHASE DRIVE, HOUSTON, TX, 77060
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $43.5M
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 | 323 | $43.5M | $1.0M | $3.2M |
| 2023 | 308 | $40.1M | $961,570 | $3.0M |
| 2022 | 252 | $31.6M | $843,154 | $2.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,433 | — | $37,433 |
| LPL FINANCIAL LLC | ADVISOR | $25,227 | — | $25,227 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,351 | — | $15,351 |
| WITHUM SMITH BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LPL FINANCIAL LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- WITHUM SMITH BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,011
- Estimated Expense Ratio: 0.179% 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 | $84,684 | $47,251 | — | — | — |
| 2023 | $90,832 | $41,476 | — | — | — |
| 2022 | $82,718 | $13,092 | — | — | — |