Plan Ledger DOL Form 5500 · updated monthly

Guerbet America LLC401(k)

GUERBET, LLC RETIREMENT SAVINGS PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Guerbet America LLC reported $30,076 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,867 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 has held roughly steady near 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 305th-largest of 2,005 plans among North Carolina employers on file, and the 633rd of 4,246 in wholesale trade. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,941,693
Participants with balances738
Active participants571
Employer contributions$3,350,281
Employee contributions$4,392,021
Employer contribution per active participant$5,867
Average account balance$89,352
Benefits paid to participants$15,383,950
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.9M · 738 accts · $3.4M emplr
2023$62.7M · 656 accts · $3.1M emplr
2022$52.7M · 744 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,076
Total administrative$30,076
The Guerbet America LLC 401(k) match · 2024
Employer contribution per active participant$5,867
Median for plans this size$3,635
2024$5,867 per active participant
2023$6,427 per active participant
2022$5,173 per active participant

Guerbet America LLC'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 · 20243
ONEAMERICA REITREMENT SERVICES, LLC · Recordkeeping · Loan processing$17,505
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$12,571
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$30,076 · 0.05%
2023$20,551 · 0.04%
2022$25,415 · 0.04%
Same employer
Similar plansWholesale Trade · North Carolina
Baker & Taylor, LLC NC$73.1M · 0.10%
Liggett Vector Brands LLC NC$72.0M · 0.08%
Fluid-Flow Products, Inc. NC$70.9M · 0.52%
Quality Oil Company, LLC NC$70.3M · 0.28%
Jteam Inc NC$62.6M
Piedmont Plastics, Inc. NC$60.0M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 830724239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.