Plan Snapshot
- Plan Sponsor: New Carbon Company, LLC
- Sponsor EIN: 383872835
- Sponsor Address: 1 BRAXTON WAY, SUITE 100, GLEN MILLS, PA, 19342
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $8.6M
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 | 263 | $8.6M | $305,186 | $1.2M |
| 2023 | 190 | $6.2M | $202,137 | $726,795 |
| 2022 | 159 | $4.6M | $164,055 | $639,157 |
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 |
|---|---|---|---|---|
| O'NEILL & GASPARDO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- O'NEILL & GASPARDO, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,865 | $9,905 | $15,967 | — | — |
| 2023 | $25,357 | $8,866 | — | — | — |
| 2022 | $24,319 | $7,810 | $16,509 | — | — |