Roxane Depew signed Balchem Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Balchem Corporation's EIN is 13-2578432.
Download the official 2024 Form 5500 (PDF) for Balchem Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Balchem Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $179K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company (1) Balchem Corporation Balchem Corporation Common Stock | Common Stocks | — | — | $38.4M | 27.1% | |
| (1) Empower Annuity Insurance Guaranteed Income Fund | Other securities | — | — | $20.8M | 14.6% | |
| Fidelity Investments Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $15.4M | 10.9% | |
| American Funds American Funds American Balanced Fund Class R-6 | Mutual Funds | — | — | $8.9M | 6.3% | |
| American Century Investments American Century Growth Fund R6 Class | Other securities | — | — | $8.9M | 6.2% | |
| Victory Capital Victory Pioneer Bond Fund R6 | Other securities | — | — | $7.6M | 5.3% | |
| Columbia Threadneedle Columbia Dividend Income Fund Institutional 3 Class | Other securities | — | — | $7.2M | 5.1% | |
| American Funds American Funds EUPAC Fund Class R-6 | Mutual Funds | — | — | $6.7M | 4.7% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $6.1M | 4.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $6.0M | 4.3% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $5.6M | 3.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.4M | 3.1% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $3.9M | 2.8% | |
| (1) Participant Loans Interest rates range from 4.50% to 10.50% — | Bonds / Notes | — | — | $1.7M | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
