Employers › LUBRIZOL
Recordkeeping fees per participant · The Lubrizol Corporation Employees Profit Sharing and Savings Plan · plan year 2024
$7.83
Higher than 11% of the 790 plans over $1B that report it.
= $44,372 / 5,670
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013135309NAL0000677267001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135309NAL0000677267001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$8.46
Higher than 9% of the 1,045 plans over $1B that report it.
= $47,972 / 5,670
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013135309NAL0000677267001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135309NAL0000677267001, received 2025-10-13
Administrative expenses per participant
$128.00
Higher than 82% of the 1,076 plans over $1B that report it.
= $725,756 / 5,670
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013135309NAL0000677267001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135309NAL0000677267001, received 2025-10-13
Administrative expenses as a share of assets
0.049%
Higher than 53% of the 1,076 plans over $1B that report it.
= $725,756 / $1,474,124,575
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013135309NAL0000677267001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013135309NAL0000677267001, received 2025-10-13
Employer contributions per participant
$8,577
Higher than 89% of the 1,135 plans over $1B that report it.
= $48,630,516 / 5,670
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013135309NAL0000677267001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135309NAL0000677267001, received 2025-10-13
Employer share of total contributions
48.0%
Higher than 91% of the 1,135 plans over $1B that report it.
= $48,630,516 / $101,384,631
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013135309NAL0000677267001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013135309NAL0000677267001, received 2025-10-13
Plan terms are described in LUBRIZOL Corp's SEC filings: Form 11-K filed 2011-06-28 and Form 10-K filed 2011-02-25. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 2A age/service-weighted · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013135309NAL0000677267001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE LUBRIZOL CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Plan name | THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Sponsor EIN / plan number | 34-0367600 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Sponsor location | WICKLIFFE, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Industry (business code) | 325900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Participants, beginning of year | 5,827 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Active participants | 3,932 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Participants, end of year | 5,706 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Participants with an account balance | 5,670 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Total assets, beginning of year | $1,358,252,824 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Total assets, end of year | $1,474,124,575 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Net assets, end of year | $1,474,124,575 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Total income | $284,883,474 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Net income | $115,871,751 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Employer contributions | $48,630,516 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Participant contributions | $45,532,108 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $7,222,007 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Total contributions | $101,384,631 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Benefit payments | $167,806,566 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $169,011,723 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Total administrative expenses | $725,756 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Recordkeeping fees | $44,372 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Investment advisory and management fees | $677,784 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Administrative expenses excluding investment management | $47,972 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Held in common/collective trusts | $984,610,858 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Held in mutual funds | $209,480,265 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013135309NAL0000677267001, received 2025-10-13 |
| Independent auditor | MALONEY & NOVOTNY, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013135309NAL0000677267001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013135309NAL0000677267001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $677,784 | no |
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | NONE | 64 Recordkeeping fees; 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $44,372 | yes |
| WILLIS TOWERS WATSON US LLC | NONE | 99 Other fees; 16 Consulting (general); 50 Direct payment from the plan | $18,577 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013135309NAL0000677267001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,358,252,824 | $1,474,124,575 | 8.5% |
| Participants with a balance | 5,791 | 5,670 | -2.1% |
| Administrative expenses | $603,577 | $725,756 | 20.2% |
| Recordkeeping fees per participant | $7.04 | $7.83 | 11.1% |
| Employer contributions | $47,118,488 | $48,630,516 | 3.2% |
Prior filing 20241008100531NAL0028313520001, received 2024-10-08; the plan years are contiguous.
Sponsor name as filed: THE LUBRIZOL CORPORATION; SEC registrant: LUBRIZOL Corp (CIK 60751, matched by EIN).