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Original filing (PDF)20250731140838NAL0007213360001
INEOS USA, LLC.
Form 5500
FILING_RECEIVED
INEOS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,979
Accounts w/ balance
6,064
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INEOS USA, LLC..
Plan sponsor
Name
INEOS USA, LLC.
EIN
20-1981933
Address
2600 SOUTH SHORE BLVD, STE. 200 · LEAGUE CITY, TX · 77573
Phone
(281) 535-4229
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $195K | — |
| TRINITY LEGACY PARTNERS LLC | 45-3096569 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $7K | — |
| QDRO CONSULTANTS | — | MEDINA, OH | NONE | $6K | — |
Investments
28 direct securities · 1 pooled fund· $1.4B(98% 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.
Uncategorized
$1.3B
27 holdings
Common Collective Trust
$75.9M
1 holding
Mutual Funds
$12.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard INST TARGET RET 2030 | — | — | — | $183.5M | 13.1% | |
| Vanguard INST TARGET RET 2040 | — | — | — | $164.8M | 11.8% | |
| Vanguard INST TARGET RET 2050 | — | — | — | $139.5M | 10.0% | |
| Vanguard INST INDEX | — | — | — | $125.2M | 9.0% | |
| T. Rowe Price TROWEPRICE BLUE CHIP GROWTH I | — | — | — | $91.7M | 6.6% | |
| Self-directed account Tradelink Self-Directed Broker Account | — | — | — | $81.7M | 5.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $75.9M | 5.4% | |
| Fidelity LARGE CAP GR LDX | — | — | — | $57.4M | 4.1% | |
| JP Morgan JP MORGAN EQUITY INCOME R6 | — | — | — | $47.5M | 3.4% | |
| Janus Henderson JANUS HENDERSON ENTERPRISE N | — | — | — | $46.0M | 3.3% | |
| Vanguard INST TARGET RET 2060 | — | — | — | $43.6M | 3.1% | |
| Vanguard INST TARGET RET 2020 | — | — | — | $42.5M | 3.0% | |
| Vanguard MID-CAP INDEX, INST | — | — | — | $39.5M | 2.8% | |
| Vanguard SMALL CAP INDEX INSTL | — | — | — | $31.1M | 2.2% | |
| Victory Sycamore VICTORY SYCAMORE EST VALUE R6 | — | — | — | $27.0M | 1.9% | |
| Vanguard TTL BND MRK INDX INST | — | — | — | $25.0M | 1.8% | |
| Putnam SMALL CAP GROWTH R6 | — | — | — | $19.3M | 1.4% | |
| Vanguard INST TARGET RET 2035 | — | — | — | $19.2M | 1.4% | |
| MFS INTL DIVERSIFICAT R3 | — | — | — | $17.4M | 1.2% | |
| Vanguard INST TARGET RET 2055 | — | — | — | $15.1M | 1.1% | |
| Fidelity ADVISOR SM CAP VAL Z | — | — | — | $13.3M | 1.0% | |
| Pioneer Investments PIONEER BOND Y | — | — | — | $13.0M | 0.9% | |
| Oppenheimer Funds INVESCO OPPENHEIMER DVP MKT R6 | Mutual Funds | — | — | $12.9M | 0.9% | |
| Vanguard INST TARGET RET 2025 | — | — | — | $12.4M | 0.9% | |
| Vanguard INST TARGET RET 2045 | — | — | — | $11.6M | 0.8% | |
| Vanguard VANGUARD, TARGET RTMT INC | — | — | — | $8.4M | 0.6% | |
| Vanguard INST TARGET RET 2065 | — | — | — | $5.6M | 0.4% | |
| Vanguard TARGET RTMT 2070 | — | — | — | $1.1M | <0.1% | |
| T. Rowe Price T ROWE PRICE GOVERNMT MONEY I | — | — | — | $776K | <0.1% |