Plan Ledger DOL Form 5500 · updated monthly

Livent USA Corp401(k)

LIVENT SAVINGS AND INVESTMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Livent USA Corp reported $33,495 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,545 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 0.09% to 0.07%. 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 757th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,055th of 13,661 in manufacturing. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 361 to 408 since 2022.

Plan summary
Net assets, end of year$52,163,135
Participants with balances448
Active participants408
Employer contributions$5,118,285
Employee contributions$4,774,378
Employer contribution per active participant$12,545
Average account balance$116,436
Benefits paid to participants$4,719,196
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.2M · 448 accts · $5.1M emplr
2023$40.5M · 444 accts · $4.7M emplr
2022$26.6M · 405 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,856
Investment management$22,639
Total administrative$33,495
The Livent USA Corp 401(k) match · 2024
Employer contribution per active participant$12,545
Median for plans this size$2,416
2024$12,545 per active participant
2023$11,829 per active participant
2022$11,277 per active participant

Livent USA Corp's 2024 employer contribution ran above the $2,416 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$22,639
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,856

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$33,495 · 0.07%
2023$35,833 · 0.11%
2022$24,280 · 0.09%
Same employer
Similar plansManufacturing · Pennsylvania
Cleaveland/Price, Inc. PA$54.6M · 0.27%
Solar Atmospheres Inc. PA$54.4M · 0.35%
Ems Holdco, Inc. PA$53.2M · 0.32%
Kurt J Lesker Co PA$52.7M · 0.19%
Glen-Gery Corporation PA$52.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824688610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.