Plan Ledger DOL Form 5500 · updated monthly

New Page Capital, LLC401(k)

NEW PAGE CAPITAL, LLC 401K PLAN · SOPHIA, NC · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

New Page Capital, LLC reported $47,161 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,698 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 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,189th of 2,005), and 9,309th of 13,661 in manufacturing. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 149 to 238 since 2022.

Plan summary
Net assets, end of year$8,831,271
Participants with balances200
Active participants238
Employer contributions$404,222
Employee contributions$793,763
Employer contribution per active participant$1,698
Average account balance$44,156
Benefits paid to participants$711,642
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON AND COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 200 accts · $404K emplr
2023$7.0M · 172 accts · $378K emplr
2022$4.8M · 162 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,130
Investment management$21,031
Total administrative$47,161
The New Page Capital, LLC 401(k) match · 2024
Employer contribution per active participant$1,698
Median for plans this size$1,313
2024$1,698 per active participant
2023$1,810 per active participant
2022$1,861 per active participant

New Page Capital, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
THE VANGUARD GROUP · Investment advisory (participants)$22,235
M HOLDING SECURITIES$21,031

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$47,161 · 0.60%
2023$35,934 · 0.61%
2022$27,761 · 0.57%
Same employer
Similar plansManufacturing · North Carolina
Ecr Technologies, LLC NC$9.1M · 0.12%
McMichael Mills, Inc. NC$9.1M · 0.14%
Kaufman Trailers, LLC NC$9.0M · 0.83%
House-Autry Mills, Inc. NC$8.6M · 0.43%
Dubose Strapping, Inc. NC$8.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471143787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.