Plan Ledger DOL Form 5500 · updated monthly

Tokai Carbon Cb LTD.401(k)

TOKAI CARBON CB LTD. 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Tokai Carbon Cb LTD. reported $92,981 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $16,653 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 0.15%. 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 875th-largest of 5,688 plans among Texas employers on file, and the 2,561st of 13,661 in manufacturing. In 2024, the employer put in $2.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$66,341,750
Participants with balances465
Active participants406
Employer contributions$6,761,110
Employee contributions$3,140,704
Employer contribution per active participant$16,653
Average account balance$142,670
Benefits paid to participants$5,761,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.3M · 465 accts · $6.8M emplr
2023$55.7M · 465 accts · $6.2M emplr
2022$47.9M · 436 accts · $5.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,686
Investment management$33,295
Total administrative$92,981
The Tokai Carbon Cb LTD. 401(k) match · 2024
Employer contribution per active participant$16,653
Median for plans this size$3,635
2024$16,653 per active participant
2023$15,154 per active participant
2022$13,466 per active participant

Tokai Carbon Cb LTD.'s 2024 employer contribution ran above the $3,635 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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$59,686
WELLS FARGO ADVISORS$33,295

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$92,981 · 0.15%
2023$89,108 · 0.17%
2022$81,183 · 0.16%
Same employer
Similar plansManufacturing · Texas
Pembina US Corporation TX$68.3M · 0.09%
Valtir, LLC TX$68.2M · 0.18%
Ticom Geomatics, Inc. TX$67.2M · 0.09%
Vopak North America Inc. TX$65.6M · 0.14%
Tymco, Inc. TX$64.7M · 0.11%
Methanex Services US LLC TX$63.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752468081 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.