NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 4101 WILLIAM RICHARDSON DR,SOUTH BEND,IN
  • Contact person: TIFFANIE MCFADDEN
  • Phone: (574) 247-2270

Plan General Information

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN is $6,201,290.00.This plan was established in 2012.

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN is 217

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN is $28,577.00

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN is $3,166.00.

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN is approximately $931.00
Investing in this additonal $931.00 for 20 years would give you extra $59,616.00, assuming a 10% annual return.

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN allocates $202,137.00 to match its employees' contributions, providing an employer match rate of 27.81% of their contributions

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN is 33.70%.

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN is 18.73%. This measures the effectiveness of the plan participants' investments in the year.

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN is 0.41%.

Enrollment Features

NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …