Plan Snapshot
- Plan Sponsor: Zeon Chemicals L. P.
- Sponsor EIN: 611335430
- Sponsor Address: 4100 BELLS LANE, LOUISVILLE, KY, 40211
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 95 | $21.6M | $689,037 | $835,418 |
| 2023 | 103 | $19.4M | $677,695 | $834,911 |
| 2022 | 103 | $15.5M | $607,379 | $791,603 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 | $45,107 | $5,161 | — | — | — |
| 2023 | $37,723 | $4,875 | — | — | — |
| 2022 | $41,874 | $4,377 | — | — | — |