Saertex Usa, Llc 401(k) Plan: Login, Facts & Contact Information

Saertex Usa, Llc 401(k) Plan Facts

Plan name
SAERTEX RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAERTEX USA, LLC
Participants
195 (154 active employees)
Former employees with a balance
34
Plan assets
$7,558,486 at Dec 31, 2024
Average account balance
$43,440 across 174 accounts
Employer contributions
$348,259 in plan year 2024 (34% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2006
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.02 million went into the plan in contributions, $348,259 of it from the employer (34%).
  • $508,225 was paid out to participants.
  • Investment and other income added $800,164.
  • Administrative expenses were $53,254, about $306 per account.

How the Saertex Usa, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019150$3.43 million$208,936$278,659
2020197$4.81 million$300,136$340,169
2021213$5.83 million$311,932$465,172
2022204$5.03 million$303,238$639,715
2023199$6.30 million$330,428$485,781
2024195$7.56 million$348,259$508,225

Saertex Usa, Llc 401(k) Contact Information

Phone
704-584-4054
Mailing address
12200-A MT. HOLLY-HUNTERSVILLE ROAD, HUNTERSVILLE NC 280787632
Plan sponsor
SAERTEX USA, LLC
Employer identification number (EIN)
56-2223993
Plan number
001

Questions about the Saertex Usa, Llc 401(k)

Does Saertex Usa, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $348,259, 34% of all contributions.

Does the Saertex Usa, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Saertex Usa, Llc 401(k) plan?

195 participants at the start of plan year 2024, 154 of them active employees, and 34 former employees who still had money in the plan.

What is the average 401(k) balance at Saertex Usa, Llc?

About $43,440 per account: $7.56 million in plan assets across 174 accounts with a balance at the end of plan year 2024.

Who manages the Saertex Usa, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Saertex Usa, Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 100 VETERANS DRIVE PO BOX 499, JOHNSON CREEK, WI, 53038
Headquarter: 411 WASHINGTON STREET, OTSEGO, MI, 49078
Headquarter: 6000 WINDWARD PARKWAY, ALPHARETTA, GA, 30005
Headquarter: 501 N. BROADWAY 11TH FLOOR, ST LOUIS, MO, 63102
Headquarter: 9200 W. 108TH CIRCLE, WESTMINSTER, CO, 800212510