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Original filing (PDF)20250929114550NAL0011260017001
MACDERMID, INCORPORATED
Form 5500
FILING_RECEIVED
MACDERMID, INCORPORATED EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 3
46% in single holdingNo recordkeeper disclosed7 service providers
Active participants
250
Accounts w/ balance
—
Plan assets (EOY)
$163.8M
Net assets (EOY)
$163.8M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TR River Merchantile" is 46% of plan.
- 45 bps in Schedule C fees — 345% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACDERMID, INCORPORATED.
Plan sponsor
Name
MACDERMID, INCORPORATED
EIN
06-0435750
Address
245 FREIGHT STREET · WATERBURY, CT · 06702
Phone
(475) 208-6379
Industry
Manufacturingsee all
Plan administrator
Name
CARIE GRUSTAS MACDERMID INCORPORATED
EIN
06-0435750
City
WATERBURY, CT
Phone
(203) 575-5662
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESTMENT CONSULTING | 36-3109431 | — | NONE | $284K | — |
| AGILIS PARTNERS LLC | 04-3513306 | — | NONE | $206K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $98K | — |
| SCHWAB RETIREMENT PLAN SERVICES | 34-1479833 | — | NONE | $85K | — |
| COHNREZNICK LLP | 22-1478099 | — | NONE | $39K | — |
| CHIMENTO AND WEBB PC | 47-1507939 | — | NONE | $17K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
12 direct securities· $160.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TR River Merchantile | — | — | $82.2M | $74.0M | 45.2% | |
| Vanguard Intermediate Term Investment | — | — | $28.0M | $27.1M | 16.6% | |
| Vanguard Short-Term Investment | — | — | $16.4M | $16.0M | 9.8% | |
| US Treasu NT 0.75% | — | — | $10.5M | $10.4M | 6.4% | |
| US Treasury BDS Tbond Fixed 3% | — | — | $1000K | $7.5M | 4.6% | |
| WI Treasury SEC 3.375% | — | — | — | $5.4M | 3.3% | |
| U.S. Treasury NT 1.125%0 | — | — | $5.6M | $5.3M | 3.2% | |
| Equity Options | — | — | $3.5M | $4.6M | 2.8% | |
| U.S. Treasury Bond Stripped Prin Pmt 5.375% 2/15/31 | — | — | $4.6M | $4.5M | 2.8% | |
| United STS NT 0.25% | — | — | $3.0M | $3.0M | 1.9% | |
| U.S. Treasury Bond Stripped Prin Pmt | — | — | $1.5M | $1.2M | 0.7% | |
| US Treasury NTS DTD 11/15/2016 2.0% | — | — | $1.1M | $990K | 0.6% |
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