# Novolex Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/novolex-holdings-llc-401k-plan

> Novolex Holdings, LLC's 401(k) plan: 6,230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Novolex Holdings, LLC

- **Sponsor EIN:** 271455725

- **Sponsor Address:** 101 E CAROLINA AVE, HARTSVILLE, SC, 29550

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

- **Total Participants:** 6,230

- **Total Assets:** $385.3M

## 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|6,230|$385.3M|$14.8M|$26.1M|

| 2023|6,162|$347.7M|$14.1M|$24.5M|

| 2022|6,110|$300.1M|$12.6M|$23.1M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$568,293|—|$568,293|

| RAYMOND JAMES & ASSOCIATES|CONSULTANT|$150,000|—|$150,000|

| BAKER TILLY US, LLP|AUDITOR|$19,845|—|$19,845|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [RAYMOND JAMES & ASSOCIATES](https://planprovider.pro/provider/john-hancock) — CONSULTANT

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $738,138

- **Estimated Expense Ratio:** 0.192% 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|$738,138|$150,000|—|$19,845|—|

| 2023|$712,443|$148,814|—|$18,900|—|

| 2022|$733,163|$148,682|—|—|$17,325|

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