Plan Ledger DOL Form 5500 · updated monthly

Sgl Carbon, LLC401(k)

SGL CARBON, LLC RETIREMENT AND SAVINGS PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Sgl Carbon, LLC reported $78,184 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,680 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 0.10% to 0.07%. 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 181st-largest of 2,005 plans among North Carolina employers on file, and the 1,742nd 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$112,978,603
Participants with balances1,290
Active participants793
Employer contributions$2,918,137
Employee contributions$4,239,674
Employer contribution per active participant$3,680
Average account balance$87,580
Benefits paid to participants$12,237,757
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$113.0M · 1,290 accts · $2.9M emplr
2023$105.4M · 1,186 accts · $2.7M emplr
2022$98.8M · 1,038 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,658
Investment management$526
Total administrative$78,184
The Sgl Carbon, LLC 401(k) match · 2024
Employer contribution per active participant$3,680
Median for plans this size$3,635
2024$3,680 per active participant
2023$3,398 per active participant
2022$3,102 per active participant

Sgl Carbon, 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 · 20242
ADVISED ASSETS GROUP, LLC · Investment management$526

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$78,184 · 0.07%
2023$102,628 · 0.10%
2022$111,364 · 0.10%
Same employer
Similar plansManufacturing · North Carolina
Shurtape Technologies LLC NC$140.9M · 0.19%
Nn, Inc. NC$127.0M · 0.06%
Glen Raven, Inc. NC$113.3M · 0.17%
Upm Raflatac, Inc. NC$112.1M · 0.07%
Umicore USA Inc. NC$110.6M · 0.09%
Steelfab, Inc. NC$102.4M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 130796973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.