Employers › Genesis Energy › plan 015
Recordkeeping fees per participant · Genesis Alkali, LLC Savings Investment Plan · plan year 2024
$66.39
Higher than 47% of the 5,847 plans $50 to 250M that report it.
= $71,565 / 1,078
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014112417NAL0005677586001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014112417NAL0005677586001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$68.06
Higher than 34% of the 8,758 plans $50 to 250M that report it.
= $73,365 / 1,078
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014112417NAL0005677586001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014112417NAL0005677586001, received 2025-10-14
Administrative expenses per participant
$68.06
Higher than 22% of the 9,042 plans $50 to 250M that report it.
= $73,365 / 1,078
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014112417NAL0005677586001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014112417NAL0005677586001, received 2025-10-14
Administrative expenses as a share of assets
0.058%
Higher than 23% of the 9,049 plans $50 to 250M that report it.
= $73,365 / $126,776,054
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014112417NAL0005677586001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014112417NAL0005677586001, received 2025-10-14
Employer contributions per participant
$6,560
Higher than 85% of the 9,105 plans $50 to 250M that report it.
= $7,072,154 / 1,078
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014112417NAL0005677586001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014112417NAL0005677586001, received 2025-10-14
Employer share of total contributions
38.5%
Higher than 74% of the 9,112 plans $50 to 250M that report it.
= $7,072,154 / $18,383,426
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014112417NAL0005677586001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014112417NAL0005677586001, received 2025-10-14
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014112417NAL0005677586001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | GENESIS ENERGY, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Plan name | GENESIS ALKALI, LLC SAVINGS INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Sponsor EIN / plan number | 80-0321477 / 015 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Industry (business code) | 212390, Mining, quarrying, and oil and gas extraction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Participants, beginning of year | 1,199 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Active participants | 1,015 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Participants, end of year | 1,193 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Participants with an account balance | 1,078 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Total assets, beginning of year | $105,798,120 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Total assets, end of year | $126,776,054 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Net assets, end of year | $126,776,054 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Total income | $35,842,635 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Net income | $20,977,934 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Employer contributions | $7,072,154 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Participant contributions | $9,981,538 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $1,329,734 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Total contributions | $18,383,426 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Benefit payments | $14,776,365 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $14,864,701 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Total administrative expenses | $73,365 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Contract administrator fees | $1,800 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Recordkeeping fees | $71,565 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Administrative expenses excluding investment management | $73,365 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Held in common/collective trusts | $3,980,277 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Held in mutual funds | $115,779,514 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014112417NAL0005677586001, received 2025-10-14 |
| Independent auditor | MCCONNELL & JONES, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014112417NAL0005677586001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014112417NAL0005677586001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $73,365 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014112417NAL0005677586001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $105,798,120 | $126,776,054 | 19.8% |
| Participants with a balance | 1,082 | 1,078 | -0.4% |
| Administrative expenses | $65,470 | $73,365 | 12.1% |
| Recordkeeping fees per participant | $59.95 | $66.39 | 10.7% |
| Employer contributions | $4,531,169 | $7,072,154 | 56.1% |
Prior filing 20241015164124NAL0015097075001, received 2024-10-15; the plan years are contiguous.