Plan Snapshot
- Plan Sponsor: Tokai Carbon Ge LLC
- Sponsor EIN: 810785534
- Sponsor Address: 6210 ARDREY KELL ROAD SUITE 270, CHARLOTTE, NC, 28277
- Plan Type: DB
- Total Participants: 247
- Total Assets: $28.2M
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 | 247 | $28.2M | $645,797 | $1.3M |
| 2023 | 231 | $24.6M | $619,972 | $1.2M |
| 2022 | 236 | $21.2M | $551,271 | $1.0M |
| 2021 | 121 | $16.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT 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 | $3,539 | — | $400 | — | — |
| 2023 | $15,739 | — | $15,214 | — | — |
| 2022 | $20,369 | $13,702 | $5,397 | — | — |
| 2021 | — | — | — | — | — |