Plan Snapshot
- Plan Sponsor: Sgl Carbon, LLC
- Sponsor EIN: 130796973
- Sponsor Address: 10715 DAVID TAYLOR DRIVE SUITE 460, CHARLOTTE, NC, 28262
- Plan Type: 401(k)
- Total Participants: 793
- Total Assets: $113.0M
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 | 793 | $113.0M | $2.9M | $4.2M |
| 2023 | 791 | $105.4M | $2.7M | $4.1M |
| 2022 | 768 | $98.8M | $2.4M | $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 |
|---|---|---|---|---|
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — 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 | $78,184 | $526 | — | — | — |
| 2023 | $102,628 | — | $99,130 | — | — |
| 2022 | $111,364 | — | $96,739 | — | $11,400 |