Plan Ledger DOL Form 5500 · updated monthly

Roxul USA Inc.401(k)

ROXUL USA RETIREMENT AND SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Roxul USA Inc. reported $189,335 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,891 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 0.277%. 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 721st-largest of 3,702 plans among Illinois employers on file, and the 2,460th of 13,661 in manufacturing. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$70,287,933
Participants with balances858
Active participants646
Employer contributions$3,159,517
Employee contributions$4,570,627
Employer contribution per active participant$4,891
Average account balance$81,921
Benefits paid to participants$12,243,554
Plan auditUnmodified (clean) audit opinion
AuditorAC EVANS
Plan history3
Yearassets · accounts · employer contribution
2024$70.3M · 858 accts · $3.2M emplr
2023$66.3M · 766 accts · $3.0M emplr
2022$55.3M · 793 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,159
Investment management$125,176
Total administrative$189,335
The Roxul USA Inc. 401(k) match · 2024
Employer contribution per active participant$4,891
Median for plans this size$3,635
2024$4,891 per active participant
2023$4,409 per active participant
2022$4,353 per active participant

Roxul USA Inc.'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
EMPOWER ADVISORY GROUP, LLC · Investment management$36,822
CAPITAL STRATEGIES INVESTMENT GROUP · Investment advisory (plan)$32,500

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$189,335 · 0.28%
2023$173,025 · 0.28%
2022$167,723 · 0.28%
Same employer
Similar plansManufacturing · Illinois
Trouw Nutrition USA, LLC IL$72.8M · 0.01%
Viskase Companies, Inc. IL$72.1M · 0.10%
Modern Forge Services, LLC IL$70.4M · 0.15%
Miner Enterprises, Inc IL$70.1M · 0.38%
Sunstar Americas, Inc. IL$69.5M · 0.08%
Otto Engineering, Inc. IL$68.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990378111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.