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Original filing (PDF)20251009125417NAL0007015361001
DARAMIC, LLC
Form 5500
FILING_RECEIVED
DARAMIC, LLC HOURLY EMPLOYEES' ENHANCED RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
85
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DARAMIC, LLC.
Plan sponsor
Name
DARAMIC, LLC
EIN
57-1006869
Address
13800 SOUTH LAKES DRIVE · CHARLOTTE, NC · 28273
Phone
(704) 587-8882
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689004 | — | RECORD KEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RENAISSANCE BENEFIT ADVISORS GROUP | 47-1411118 | — | INVESTMENT ADVISOR | $7K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
30 direct securities· $10.1M(100% of reported assets)
Uncategorized
$8.9M
29 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully benefit-responsive investment contract with Transamerica #QK63159, average yield of 2.46% for 2024 | — | — | — | $2.0M | 19.9% | |
| Fidelity 500 Index | Mutual Funds | — | — | $1.2M | 11.7% | |
| Legg Mason/Western Asset ClearBridge Select IS | — | — | — | $857K | 8.5% | |
| Fidelity Contrafund | — | — | — | $633K | 6.3% | |
| American Funds American Funds 2030 Retirement | — | — | — | $619K | 6.1% | |
| American Funds American Funds 2040 Retirement | — | — | — | $613K | 6.1% | |
| American Funds American Funds 2035 Retirement | — | — | — | $601K | 5.9% | |
| American Funds American Funds 2055 Retirement | — | — | — | $475K | 4.7% | |
| American Funds American Funds EuroPacific Gr | — | — | — | $465K | 4.6% | |
| Guggenheim Total Return Bond P | — | — | — | $405K | 4.0% | |
| Vanguard Inf-Protected Secs Adm | — | — | — | $304K | 3.0% | |
| American Funds American Funds 2050 Retirement | — | — | — | $302K | 3.0% | |
| American Funds American Funds 2045 Retirement | — | — | — | $237K | 2.3% | |
| JPMorgan Value Advantage | — | — | — | $236K | 2.3% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $211K | 2.1% | |
| Fidelity Mid Cap Index | — | — | — | $203K | 2.0% | |
| American Funds American Funds 2020 Retirement | — | — | — | $157K | 1.5% | |
| American Century American Century Small Cap Val | — | — | — | $114K | 1.1% | |
| Money market fund * State Street State Street Instl US Govt Money Market Premier | — | — | — | $93K | 0.9% | |
| American Funds American Funds 2060 Retirement | — | — | — | $92K | 0.9% | |
| Fidelity Small Cap Index | — | — | — | $84K | 0.8% | |
| Victory Sycamore Established Value | — | — | — | $58K | 0.6% | |
| American Funds American Funds New World | — | — | — | $48K | 0.5% | |
| Blackrock High Yield Bond | — | — | — | $31K | 0.3% | |
| Fidelity Intl Index | — | — | — | $27K | 0.3% | |
| AB Small Cap Gr Z | — | — | — | $21K | 0.2% | |
| American Funds American Funds 2025 Retirement | — | — | — | $20K | 0.2% | |
| Baron Growth Instl | — | — | — | $7K | <0.1% | |
| American Funds American Funds 2065 Retirement | — | — | — | $6K | <0.1% | |
| American Funds American Funds 2015 Retirement | — | — | — | $2K | <0.1% |