Plan Ledger DOL Form 5500 · updated monthly

Idemitsu Lubricants America Corporation401(k)

IDEMITSU LUBRICANTS AMERICA CORPORATION 401(K) SAVINGS PLAN · JEFFERSONVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Idemitsu Lubricants America Corporation reported $112,672 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,976 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 fell from 0.44% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 388th-largest of 1,562 plans among Indiana employers on file, and the 4,080th of 13,661 in manufacturing. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has grown from 228 to 286 since 2022.

Plan summary
Net assets, end of year$34,321,782
Participants with balances287
Active participants286
Employer contributions$1,137,252
Employee contributions$2,430,040
Employer contribution per active participant$3,976
Average account balance$119,588
Benefits paid to participants$2,527,795
Plan auditUnmodified (clean) audit opinion
AuditorLBMC PC
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 287 accts · $1.1M emplr
2023$29.3M · 273 accts · $1.2M emplr
2022$23.6M · 255 accts · $919K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,770
Investment management$66,902
Total administrative$112,672
The Idemitsu Lubricants America Corporation 401(k) match · 2024
Employer contribution per active participant$3,976
Median for plans this size$2,416
2024$3,976 per active participant
2023$4,654 per active participant
2022$4,032 per active participant

Idemitsu Lubricants America Corporation's 2024 employer contribution ran above the $2,416 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
MMA SECURITIES · Investment advisory (plan)$54,026
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,770
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,876

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

Administrative cost history3
2024$112,672 · 0.35%
2023$100,974 · 0.38%
2022$109,396 · 0.44%
Same employer
Similar plansManufacturing · Indiana
Micropulse, Inc. IN$35.8M · 0.45%
Sepro Corporation IN$35.2M · 0.17%
Materials Processing, Inc. IN$34.9M · 0.28%
Hasco - Smoker Craft, Inc. IN$34.8M · 0.03%
Central Wire, Inc. IN$34.2M · 0.07%
Enkei America, Inc. IN$34.2M · 0.40%
Intat Precision, Inc IN$33.7M · 0.28%
Lucas Oil Products, Inc. IN$33.6M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311318952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.