Plan Ledger DOL Form 5500 · updated monthly

Billerud Americas Corporation401(k)

BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES · MIAMISBURG, OH · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Billerud Americas Corporation reported $546,213 in plan administrative expenses for 2024: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,510 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 2 years on file its reported administrative ratio rose from 0.14% to 0.16%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 134th-largest of 3,295 plans among Ohio employers on file, and the 737th of 13,661 in manufacturing. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$360,224,460
Participants with balances1,309
Active participants847
Employer contributions$7,207,906
Employee contributions$10,424,994
Employer contribution per active participant$8,510
Average account balance$275,191
Benefits paid to participants$36,690,195
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$360.2M · 1,309 accts · $7.2M emplr
2023$333.5M · 1,370 accts · $7.6M emplr
2022$301.4M · 1,591 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$327,426
Investment management$218,787
Total administrative$546,213
The Billerud Americas Corporation 401(k) match · 2024
Employer contribution per active participant$8,510
Median for plans this size$4,294
2024$8,510 per active participant
2023$8,583 per active participant
2022$7,535 per active participant

Billerud Americas Corporation's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$327,426
STEPHENS INC · Investment advisory (plan)$93,192
D & G ADVISORY GROUP LLC · Securities brokerage$91,978
LENNY KISIN DBA · Securities brokerage$15,538
CARLSON CAPITAL MANAGEMENT LLC · Securities brokerage$8,483
FISHER INVESTMENTS · Securities brokerage$7,961
CHARLES SCHWAB & CO., INC. · Securities brokerage$724
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$546,213 · 0.16%
2023$446,364 · 0.14%
2022$470,919 · 0.14%
All plans at this employer2
BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES401(k)
BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR BARGAINED EMPLOYEES401(k)
Same employer
Similar plansManufacturing · Ohio
Ariel Corporation OH$390.7M · 0.05%
First Solar, Inc. OH$361.5M · 0.07%
Midmark Corporation OH$359.0M · 0.04%
Kci Holding USA, Inc. OH$353.1M · 0.03%
Sauder Woodworking Co. OH$335.5M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 753217389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.