# Orion Engineered Carbons DC Plan
Source: https://planprovider.pro/companies/orion-engineered-carbons-plan

> Orion Engineered Carbons&#39;s DC plan: 369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orion Engineered Carbons

- **Sponsor EIN:** 030614703

- **Sponsor Address:** 1700 CITY PLAZA DRIVE, SPRING, TX, 77389

- **Plan Type:** DC

- **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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$68,189|—|$68,189|

| CROWE LLP|Auditor|—|—|$0|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,189

- **Estimated Expense Ratio:** 0.088% 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|$67,990|—|—|—|—|

| 2023|$50,725|—|—|—|—|

| 2022|$78,465|—|—|—|—|

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