Ineos Retirement Savings Plan
Sponsored by Ineos Usa, Llc. · EIN 201981933 · Plan #002
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 4,979
- With balances
- 6,064
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Trinity Legacy Partners, Llc CRD 159179 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $194,853 |
| Trinity Legacy Partners Llc | Investment advisory (participants), Direct payment from the plan | $10,932 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $7,271 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $6,584 |
| Qdro Consultants | Consulting (general), Direct payment from the plan | $6,200 |