Plan Ledger DOL Form 5500 · updated monthly

Birla Carbon USA401(k)

BIRLA CARBON USA EMPLOYEES SAVINGS PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Birla Carbon USA reported $4,320 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,210 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 0.007% to 0.008%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 427th-largest of 2,160 plans among Georgia employers on file, and the 2,920th of 13,661 in manufacturing. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,511,115
Participants with balances441
Active participants361
Employer contributions$1,880,928
Employee contributions$3,496,160
Employer contribution per active participant$5,210
Average account balance$125,876
Benefits paid to participants$9,031,140
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.5M · 441 accts · $1.9M emplr
2023$52.6M · 438 accts · $1.8M emplr
2022$45.6M · 427 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,320
Total administrative$4,320
The Birla Carbon USA 401(k) match · 2024
Employer contribution per active participant$5,210
Median for plans this size$3,635
2024$5,210 per active participant
2023$4,860 per active participant
2022$4,572 per active participant

Birla Carbon USA's 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20241

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$4,320 · 0.01%
2023$4,050 · 0.01%
2022$3,305 · 0.01%
Same employer
Similar plansManufacturing · Georgia
Habasit America, Inc. GA$58.7M · 0.02%
Royston LLC GA$55.6M · 0.19%
Sto Corp. GA$55.4M · 0.15%
Mtc US Corp. GA$54.4M · 0.33%
Eis Legacy, LLC GA$54.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133230278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.