Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Superior Essex › plan 001
Superior Essex 401(k) Plan
- Sponsor Superior Essex
- Plan number 001
- Plan year 2024
- $50-250M in assets
- single-employer
Administrative expenses excluding investment management, per participant · Superior Essex 401(k) Plan · plan year 2024
$171.24
Higher than 80% of the 8,758 plans $50 to 250M that report it.
Source
= $268,498 / 1,568
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015092944NAL0002082835001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092944NAL0002082835001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-10-15.
Cost and contributions
Administrative expenses per participant
$187.15
Higher than 68% of the 9,042 plans $50 to 250M that report it.
Source
= $293,449 / 1,568
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092944NAL0002082835001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092944NAL0002082835001, received 2025-10-15
Administrative expenses as a share of assets
0.156%
Higher than 57% of the 9,049 plans $50 to 250M that report it.
Source
= $293,449 / $188,080,763
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092944NAL0002082835001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092944NAL0002082835001, received 2025-10-15
Employer contributions per participant
$2,501
Higher than 45% of the 9,105 plans $50 to 250M that report it.
Source
= $3,922,187 / 1,568
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092944NAL0002082835001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092944NAL0002082835001, received 2025-10-15
Employer share of total contributions
32.1%
Higher than 58% of the 9,112 plans $50 to 250M that report it.
Source
= $3,922,187 / $12,234,045
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092944NAL0002082835001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015092944NAL0002082835001, received 2025-10-15
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015092944NAL0002082835001, received 2025-10-15
Full record, Superior Essex 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SUPERIOR ESSEX INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Plan name | SUPERIOR ESSEX 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Sponsor EIN / plan number | 20-0282396 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Industry (business code) | 331400, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Participants, beginning of year | 1,754 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Active participants | 1,286 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Participants, end of year | 1,651 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Participants with an account balance | 1,568 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Total assets, beginning of year | $171,648,484 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Total assets, end of year | $188,080,763 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Net assets, end of year | $188,080,763 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Total income | $36,302,041 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Net income | $16,152,841 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Employer contributions | $3,922,187 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Participant contributions | $7,217,837 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $1,094,021 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Total contributions | $12,234,045 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Benefit payments | $19,855,810 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $20,149,200 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Total administrative expenses | $293,449 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Contract administrator fees | $241,736 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| IQPA audit fees | $16,782 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Investment advisory and management fees | $24,951 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Administrative expenses excluding investment management | $268,498 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Held in mutual funds | $184,020,004 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015092944NAL0002082835001, received 2025-10-15 |
| Independent auditor | SEJONG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015092944NAL0002082835001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015092944NAL0002082835001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $241,736 | yes |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | 17 Consulting (pension); 27 Investment advisory (plan); 50 Direct payment from the plan | $34,922 | yes |
| SEJONG LLP | ACCOUNTANT | 10 Accounting (including auditing); 50 Direct payment from the plan | $16,791 | 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 20251015092944NAL0002082835001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $171,648,484 | $188,080,763 | 9.6% |
| Participants with a balance | 1,615 | 1,568 | -2.9% |
| Administrative expenses | $261,313 | $293,449 | 12.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $3,474,562 | $3,922,187 | 12.9% |
Prior filing 20241014161939NAL0045278096001, received 2024-10-14; the plan years are contiguous.