Materion Corporation Retirement Savings Plan — Form 5500 plan (Materion Corporation)
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, Materion Corporation Retirement Savings Plan is a benefit plan reported by Materion Corporation under EIN 34-1919973 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,598 participants and $424,599,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Materion Corporation
- EIN
- 34-1919973
- Plan number
- 003
- Plan type
- 2
- Location
- Mayfield Heights, OH
- Latest filing year
- 2023
- Participants
- 3,598
- End-of-year plan assets
- $424,599,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,598 | H, C | 20240625152845NAL0007608609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $424,599,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $424,599,221
- Net assets (BOY)
- $357,455,199
Income & contributions
- Employer contributions
- $13,577,754
- Participant contributions
- $19,151,484
- Total contributions
- $35,905,893
- Total income / additions
- $112,325,071
Expenses & distributions
- Benefits paid
- $44,712,092
- Administrative expenses
- $444,504
- Total expenses
- $45,181,049
- Net increase / (decrease)
- $67,144,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $226,997 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $85,327 | not reported in the loaded dataset | 2023 |
| Thompson Hine | ATTORNEY/LEGAL | $67,775 | not reported in the loaded dataset | 2023 |
| Clearstead Advisors, LLC | INVESTMENT ADVISOR | $64,352 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Materion Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mayfield Heights, OH
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Thompson Hine — Schedule C compensation
- Clearstead Advisors, LLC — Schedule C compensation