Plan5500

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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,745H, C20241001071534NAL0013379250003

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$544,730$02023
Raymond James & AssociatesCONSULTANT$148,814not reported in the loaded dataset2023
Baker Tilly Us, LlpAUDITOR$18,900not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages