Plan Ledger DOL Form 5500 · updated monthly

Superior Graphite Company401(k)

SUPERIOR GRAPHITE CO. EMPLOYEE'S SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Superior Graphite Company reported $7,399 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.018% to 0.021%. 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 1,145th-largest of 3,702 plans among Illinois employers on file, and the 3,889th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$37,075,268
Participants with balances175
Active participants133
Employer contributions$0
Employee contributions$1,299,481
Employer contribution per active participant$0
Average account balance$211,859
Benefits paid to participants$4,479,748
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$37.1M · 175 accts
2023$33.6M · 182 accts
2022$27.4M · 187 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,634
Investment management$3,765
Total administrative$7,399
The Superior Graphite Company 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Superior Graphite Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,634

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$7,399 · 0.02%
2023$7,103 · 0.02%
2022$5,803 · 0.02%
All plans at this employer2
SUPERIOR GRAPHITE CO. EMPLOYEE'S SAVINGS PLAN401(k)
SUPERIOR GRAPHITE CO. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Synergy Flavors Inc IL$38.5M · 0.25%
Handi-Foil Corporation IL$38.2M · 0.05%
Colson Group Holdings, LLC IL$37.7M · 0.32%
Ipsen, Inc. IL$37.5M · 0.19%
Dynomax, Inc. IL$36.9M · 0.00%
Weiler Engineering, Inc. IL$36.1M · 0.12%
Charms LLC IL$35.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361842430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.