# The Lubrizol Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-lubrizol-corporation-401k-plan

> The Lubrizol Corporation's 401(k) plan: 3,932 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lubrizol Corporation

- **Sponsor EIN:** 340367600

- **Sponsor Address:** 29400 LAKELAND BOULEVARD, WICKLIFFE, OH, 44092

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

- **Total Participants:** 3,932

- **Total Assets:** $1.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|3,932|$1.5B|$48.6M|$45.5M|

| 2023|4,082|$1.4B|$47.1M|$44.5M|

| 2022|4,289|$1.3B|$47.9M|$46.8M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|NONE|$677,784|—|$677,784|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$44,372|—|$44,372|

| WILLIS TOWERS WATSON US LLC|NONE|$18,577|—|$18,577|

| MALONEY & NOVOTNY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MALONEY & NOVOTNY, LLC](https://planprovider.pro/provider/maloney-novotny-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $740,733

- **Estimated Expense Ratio:** 0.050% 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|$725,756|$677,784|—|—|—|

| 2023|$603,577|$559,484|—|—|—|

| 2022|$607,229|$585,459|—|—|$2,400|

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