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Sponsor portfolio

THE FORDYCE COMPANY

EIN 74-0629110-mining & metals-Latest filing 2024
Plans
2
Retirement
2
$18.6M assets
Welfare
0
Participants
180
P. O BOX 1417 - VICTORIA, TX 779021417361-573-4309LinkedIn51-200 employeesmining & metals
Plans on this EIN
2 filings
#001TraditionalDB-$16.6M - 167 part#002401k-$2.0M - 13 part

Retirement portfolio analytics

2 plans aggregated / $18.6M assets / 180 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • OF FORDYCE COMPANY (#001)89%
  • PROFIT SHARING PLAN (#002)11%
Total $18.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • MORGAN STANLEY SMITH BARNEY89%
  • (Not disclosed)11%
Total $18.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF FORDYCE COMPANY (#001)167
  • PROFIT SHARING PLAN (#002)13
Total 180Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF FORDYCE COMPANY

TraditionalDB

Assets$16.6M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FORDYCE 401(K) AND PROFIT SHARING PLAN

401k

Assets$2.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF FORDYCE COMPANYTraditionalDB$16.6M1672024
002FORDYCE 401(K) AND PROFIT SHARING PLAN401k$2.0M132024
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