Plan Snapshot
- Plan Sponsor: Avantor Performance Materials, LLC
- Sponsor EIN: 220750930
- Sponsor Address: RADNOR CP CTR, BLDG ONE, STE 200, RADNOR, PA, 190878660
- Plan Type: DB
- Total Participants: 206
- Total Assets: $155.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 206 | $155.0M | $0 | $0 |
| 2023 | 1,829 | $216.6M | $0 | $0 |
| 2022 | 2,072 | $209.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERCER | NONE | $2,846,175 | — | $2,846,175 |
| NISA INVESTMENT ADVISORS, LLC | NONE | $301,665 | — | $301,665 |
| FAEGRE DRINKER BIDDLE & REATH | NONE | $131,023 | — | $131,023 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $127,549 | — | $127,549 |
| PRINCIPAL TRUST/PSC | NONE | $32,297 | — | $32,297 |
| TORRILLO & ASSOCIATES, LLC | NONE | $29,800 | — | $29,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAEGRE DRINKER BIDDLE & REATH — NONE
- PRINCIPAL TRUST/PSC — NONE
- TORRILLO & ASSOCIATES, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,468,509
- Estimated Expense Ratio: 2.238% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,023,605 | $461,511 | — | $29,800 | — |
| 2023 | $1,988,679 | $444,765 | — | $22,950 | — |
| 2022 | $1,726,651 | — | — | — | $1,726,651 |