Industrial Specialty Services Usa 401(K) Retirement Plan — Form 5500 plan (Industrial Specialty Services Usa LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Industrial Specialty Services Usa 401(K) Retirement Plan is a benefit plan reported by Industrial Specialty Services Usa LLC under EIN 84-4295912 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $5,965,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Industrial Specialty Services Usa LLC
- EIN
- 84-4295912
- Plan number
- 001
- Plan type
- 2
- Location
- Deer Park, TX
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $5,965,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20250813103303NAL0008997601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,965,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,965,237
- Net assets (BOY)
- $3,990,251
Income & contributions
- Employer contributions
- $388,200
- Participant contributions
- $1,529,929
- Total contributions
- $2,318,957
- Total income / additions
- $3,116,027
Expenses & distributions
- Benefits paid
- $1,080,963
- Administrative expenses
- $47,349
- Total expenses
- $1,141,041
- Net increase / (decrease)
- $1,974,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,076 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $10,072 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $4,267 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Industrial Specialty Services Usa LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Deer Park, TX
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation