Plan Ledger DOL Form 5500 · updated monthly

Tokai Carbon GE LLC401(k)

TOKAI CARBON GE LLC RETIREMENT AND SAVINGS PLAN · CHARLOTTE, NC · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Tokai Carbon GE LLC reported $15,739 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,684 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 1 year on file its reported administrative ratio fell from 0.09% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 643rd-largest of 2,005 plans among North Carolina employers on file, and the 5,181st of 13,661 in manufacturing. In 2023, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,610,817
Participants with balances312
Active participants231
Employer contributions$619,972
Employee contributions$1,198,387
Employer contribution per active participant$2,684
Average account balance$78,881
Benefits paid to participants$2,466,942
Plan history2
Yearassets · accounts · employer contribution
2023$24.6M · 312 accts · $620K emplr
2022$21.2M · 322 accts · $551K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,214
Total administrative$15,739
The Tokai Carbon GE LLC 401(k) match · 2023
Employer contribution per active participant$2,684
Median for plans this size$2,440
2023$2,684 per active participant
2022$2,336 per active participant

Tokai Carbon GE LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRUDENTIAL RETIREMENT INSURANCE AND · Contract administrator · Recordkeeping$15,214

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

Administrative cost history2
2023$15,739 · 0.07%
2022$20,369 · 0.09%
Same employer
Similar plansManufacturing · North Carolina
Technibilt, LTD. NC$25.4M · 0.66%
Liggett Group Inc. NC$25.1M · 0.15%
Chf Industries Inc NC$25.0M · 0.02%
South Atlantic, LLC NC$24.8M · 0.26%
T.W. Garner Food Company NC$24.1M · 0.02%
Lexington Home Brands NC$22.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810785534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.