# Tokai Carbon Cb Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/tokai-carbon-cb-ltd-401k-plan

> Tokai Carbon Cb Ltd.'s 401(k) plan: 406 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tokai Carbon Cb Ltd.

- **Sponsor EIN:** 752468081

- **Sponsor Address:** 301 COMMERCE STREET SUITE 500, FORT WORTH, TX, 76102

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

- **Total Participants:** 406

- **Total Assets:** $66.3M

## 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|406|$66.3M|$6.8M|$3.1M|

| 2023|410|$55.7M|$6.2M|$3.0M|

| 2022|386|$47.9M|$5.2M|$2.6M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$59,686|—|$59,686|

| WELLS FARGO ADVISORS|CONSULTANT|$33,295|—|$33,295|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,981

- **Estimated Expense Ratio:** 0.140% 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|$92,981|$33,295|—|—|—|

| 2023|$89,108|$23,074|—|—|—|

| 2022|$81,183|—|—|—|—|

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