# Materion Corporation 401(k) Plan
Source: https://planprovider.pro/companies/materion-corporation-401k-plan

> Materion Corporation's 401(k) plan: 2,270 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Materion Corporation

- **Sponsor EIN:** 341919973

- **Sponsor Address:** 6070 PARKLAND BLVD., MAYFIELD HEIGHTS, OH, 44124

- **Plan Type:** 401(k)

- **Total Participants:** 2,270

- **Total Assets:** $465.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,270|$465.8M|$13.0M|$18.9M|

| 2023|2,525|$424.6M|$13.6M|$19.2M|

| 2022|2,640|$357.5M|$13.9M|$18.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$212,880|—|$212,880|

| STRATEGIC ADVISORS, INC.|ADVISOR|$101,623|—|$101,623|

| CLEARSTEAD ADVISORS, LLC|INVESTMENT ADVISOR|$51,876|—|$51,876|

| MEADEN & MOORE LTD|ACCOUNTANT/AUDITOR|$46,800|—|$46,800|

| THOMPSON HINE|ATTORNEY/LEGAL|$22,692|—|$22,692|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MEADEN & MOORE LTD](https://planprovider.pro/provider/meaden-and-moore-ltd) — ACCOUNTANT/AUDITOR

- [THOMPSON HINE](https://planprovider.pro/provider/thompson-hine-llp) — ATTORNEY/LEGAL

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $435,871

- **Estimated Expense Ratio:** 0.094% 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|$435,947|$153,499|$1,200|$46,800|—|

| 2023|$444,504|$85,327|$2,700|—|—|

| 2022|$26,123|$43,789|—|—|—|

## Similar Plans

- [Trivium Packaging Usa INC.](https://planprovider.pro/companies/trivium-packaging-usa-inc-401k-plan-012) — 833 participants

- [North Star Bluescope Steel LLC](https://planprovider.pro/companies/north-star-bluescope-steel-llc-401k-plan) — 608 participants

- [Majestic Steel Usa, INC.](https://planprovider.pro/companies/majestic-steel-usa-inc-401k-plan) — 439 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/materion-corporation-401k-plan)

© 2026 PlanProvider.Pro