Plan Ledger DOL Form 5500 · updated monthly

Lotte Chemical USA Corporation401(k)

LOTTE CHEMICAL USA 401(K) AND PROFIT SHARING PLAN · HOUSTON, TX · plan year 2025

Reported admin expense ratio · 2025
0.14%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Lotte Chemical USA Corporation reported $57,914 in plan administrative expenses for 2025: 0.14% of average plan assets, below the peer median. Employer contributions averaged $9,766 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.25% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other management of companies employers. By assets it is the 1,070th-largest of 5,688 plans among Texas employers on file, and the 280th of 786 in management of companies. In 2025, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 306 to 374 since 2022.

Plan summary
Net assets, end of year$49,201,167
Participants with balances327
Active participants374
Employer contributions$3,652,355
Employee contributions$3,820,088
Employer contribution per active participant$9,766
Average account balance$150,462
Benefits paid to participants$2,984,363
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$49.2M · 327 accts · $3.7M emplr
2024$36.0M · 351 accts · $3.8M emplr
2023$25.9M · 315 accts · $3.1M emplr
2022$17.5M · 295 accts · $2.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$36,453
Investment management$21,461
Total administrative$57,914
The Lotte Chemical USA Corporation 401(k) match · 2025
Employer contribution per active participant$9,766
Median for plans this size$2,666
2025$9,766 per active participant
2024$10,652 per active participant
2023$8,717 per active participant
2022$9,128 per active participant

Lotte Chemical USA Corporation's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS · Loan processing$36,453
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$21,461

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$57,914 · 0.14%
2024$47,676 · 0.15%
2023$41,530 · 0.19%
2022$41,785 · 0.25%
Same employer
Similar plansManagement of Companies · Texas
The Adam Corporation/Group TX$81.3M · 0.23%
Headington Companies, LLC. TX$55.3M · 0.04%
Bwc Terminal Holdings LLC TX$50.2M · 0.15%
Ecom Atlantic, Inc. TX$48.2M · 0.04%
Aethon Energy Operating LLC TX$46.8M · 0.01%
Blue Danube Incorporated TX$41.0M · 0.32%
Itafos Services LLC TX$40.8M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 611735683 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.