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Original filing (PDF)20250915104604NAL0000644243001
CRODA INCORPORATED
Form 5500
FILING_RECEIVED
CRODA INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
183
Accounts w/ balance
—
Plan assets (EOY)
$140.8M
Net assets (EOY)
$140.8M
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 391% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRODA INCORPORATED.
Plan sponsor
Name
CRODA INCORPORATED
EIN
13-5603841
Address
777 SCUDDERS MILL ROAD · BUILDING 2 · PLAINSBORO, NJ · 08536
Phone
(609) 212-2500
Industry
Manufacturingsee all
Plan administrator
Name
PENSION COMMITTEE
EIN
13-5603841
City
PLAINSBORO, NJ
Phone
(609) 212-2500
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST | 04-1867445 | — | TRUSTEE | $63K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $365K | — |
| WINDMARK INVESTMENT PARTNERS, INC. | 20-0929412 | — | NONE | $202K | — |
| RSM US LLP | 22-3268660 | — | NONE | $32K | — |
| KILTEARN PARTNERS LLP | — | — | NONE | $15K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $9K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $5K | — |
Investments
7 pooled funds· $51.6M(37% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GOVT CREDIT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3112180 / PN 001 | Common Collective Trust | $18.9M | 13.5% |
| STATE STREET LONG U.S. CREDIT INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 146 | Common Collective Trust | $12.0M | 8.5% |
| GQG PARTNERS GLOBAL EQUITY RELIANCE TRUST COMPANY · EIN 82-6251411 / PN 010 | Common Collective Trust | $11.3M | 8.1% |
| LONG TERM GOV BD INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118547 / PN 001 | Common Collective Trust | $9.3M | 6.6% |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | $70 | <0.1% |
| KILTEARN GLOBAL EQUITY FUND KILTEARN PARTNERS LLP · EIN 27-4585908 / PN 001 | Common Collective Trust | $0 | <0.1% |
| WTC CTF ASIAN OPPORTUNITIES WELLINGTON TRUST COMPANY · EIN 88-3559449 / PN 001 | Common Collective Trust | $0 | <0.1% |
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