Novolex Holdings, LLC 401(K) Plan — Form 5500 plan (Novolex Holdings, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Novolex Holdings, LLC 401(K) Plan is a benefit plan reported by Novolex Holdings, LLC under EIN 27-1455725 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,745 participants and $347,698,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Novolex Holdings, LLC
- EIN
- 27-1455725
- Plan number
- 001
- Plan type
- 2
- Location
- Hartsville, SC
- Latest filing year
- 2023
- Participants
- 7,745
- End-of-year plan assets
- $347,698,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,745 | H, C | 20241001071534NAL0013379250003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $347,698,081
- Net assets (EOY)
- $347,698,081
- Net assets (BOY)
- $300,147,592
Income & contributions
- Employer contributions
- $14,143,021
- Participant contributions
- $24,510,876
- Total contributions
- $42,412,256
- Total income / additions
- $94,548,567
Expenses & distributions
- Benefits paid
- $46,323,907
- Administrative expenses
- $712,443
- Total expenses
- $47,057,030
- Net increase / (decrease)
- $47,491,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $544,730 | $0 | 2023 |
| Raymond James & Associates | CONSULTANT | $148,814 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $18,900 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Novolex Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Hartsville, SC
- Transamerica Retirement Solutions — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- National Financial Services — Schedule C compensation