Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Superior Essex › plan 007
Savings Plan for Hourly Employees of Superior Essex Inc.
- Sponsor Superior Essex
- Plan number 007
- Plan year 2024
- $10-50M in assets
- single-employer
Administrative expenses excluding investment management, per participant · Savings Plan for Hourly Employees of Superior Essex Inc. · plan year 2024
$135.03
Higher than 56% of the 24,371 plans $10 to 50M that report it.
Source
= $56,173 / 416
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015093706NAL0008874946001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015093706NAL0008874946001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M 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
$175.90
Higher than 45% of the 25,098 plans $10 to 50M that report it.
Source
= $73,173 / 416
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015093706NAL0008874946001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015093706NAL0008874946001, received 2025-10-15
Administrative expenses as a share of assets
0.286%
Higher than 49% of the 25,132 plans $10 to 50M that report it.
Source
= $73,173 / $25,623,919
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015093706NAL0008874946001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015093706NAL0008874946001, received 2025-10-15
Employer contributions per participant
$1,836
Higher than 43% of the 24,050 plans $10 to 50M that report it.
Source
= $763,582 / 416
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015093706NAL0008874946001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015093706NAL0008874946001, received 2025-10-15
Employer share of total contributions
36.1%
Higher than 77% of the 24,084 plans $10 to 50M that report it.
Source
= $763,582 / $2,113,831
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015093706NAL0008874946001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015093706NAL0008874946001, 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 20251015093706NAL0008874946001, received 2025-10-15
Full record, Savings Plan for Hourly Employees of Superior Essex Inc.
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SUPERIOR ESSEX INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Plan name | SAVINGS PLAN FOR HOURLY EMPLOYEES OF SUPERIOR ESSEX INC. | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Sponsor EIN / plan number | 20-0282396 / 007 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Industry (business code) | 332900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015093706NAL0008874946001, 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 20251015093706NAL0008874946001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Participants, beginning of year | 456 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Active participants | 368 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Participants, end of year | 440 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Participants with an account balance | 416 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Total assets, beginning of year | $23,056,672 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Total assets, end of year | $25,623,919 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Net assets, end of year | $25,623,919 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Total income | $5,235,276 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Net income | $2,846,570 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Employer contributions | $763,582 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Participant contributions | $1,229,205 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $121,044 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Total contributions | $2,113,831 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Benefit payments | $2,315,533 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $2,388,706 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Total administrative expenses | $73,173 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Contract administrator fees | $39,384 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| IQPA audit fees | $16,789 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Investment advisory and management fees | $17,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Administrative expenses excluding investment management | $56,173 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Held in mutual funds | $24,762,247 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015093706NAL0008874946001, received 2025-10-15 |
| Independent auditor | SEJONG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015093706NAL0008874946001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015093706NAL0008874946001, 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 | $39,384 | yes |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan | $17,000 | no |
| SEJONG LLP | ACCOUNTANT | 10 Accounting (including auditing); 50 Direct payment from the plan | $16,789 | 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 20251015093706NAL0008874946001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $23,056,672 | $25,623,919 | 11.1% |
| Participants with a balance | 405 | 416 | 2.7% |
| Administrative expenses | $50,340 | $73,173 | 45.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $674,268 | $763,582 | 13.2% |
Prior filing 20241014161421NAL0026682737001, received 2024-10-14; the plan years are contiguous.