Plan Snapshot
- Plan Sponsor: Orion Engineered Carbons
- Sponsor EIN: 030614703
- Sponsor Address: 1700 CITY PLAZA DRIVE, SPRING, TX, 77389
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $77.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 369 | $77.6M | $2.3M | $4.4M |
| 2023 | 355 | $72.2M | $2.3M | $4.5M |
| 2022 | 350 | $64.2M | $2.1M | $4.2M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $67,990 | — | — | — | — |
| 2023 | $50,725 | — | — | — | — |
| 2022 | $78,465 | — | — | — | — |