Belinda Rosariorogers signed Compass Chemical International, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Compass Chemical International, LLC's EIN is 20-2759596.
Download the official 2023 Form 5500 (PDF) for Compass Chemical International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Compass Chemical International, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund I Class 356,777 # | Other securities | — | — | $5.2M | 21.5% | |
| T. Rowe Price Retirement 2025 Fund I Class 255,116 # | Other securities | — | — | $3.5M | 14.5% | |
| T. Rowe Price Retirement 2035 Fund I Class 179,015 # | Other securities | — | — | $2.8M | 11.5% | |
| T. Rowe Price Retirement 2045 Fund I Class 116,798 # | Other securities | — | — | $1.9M | 7.9% | |
| T. Rowe Price Retirement 2040 Fund I Class 106,447 # | Other securities | — | — | $1.7M | 7.0% | |
| T. Rowe Price Retirement 2020 Fund I Class 133,125 # | Other securities | — | — | $1.7M | 7.0% | |
| Guaranteed Fixed Interest Fund IV 42,741 # | Other securities | — | — | $1.3M | 5.2% | |
| Vanguard 500 Index Fund Admiral Shares 2,470 # | Common Collective Trusts | — | — | $1.1M | 4.5% | |
| T. Rowe Price Retirement 2015 Fund I Class 65,974 # | Other securities | — | — | $800K | 3.3% | |
| Vanguard Equity-Income Fund Admiral Shares 7,985 # | Mutual Funds | — | — | $673K | 2.8% | |
| T. Rowe Price Retirement 2050 Fund I Class 29,827 # | Other securities | — | — | $492K | 2.0% | |
| T. Rowe Price Retirement 2055 Fund I Class 29,365 # | Other securities | — | — | $492K | 2.0% | |
| Fidelity Contrafund K6 15,191 # | Mutual Funds | — | — | $350K | 1.4% | |
| Dodge & Cox Income Fund Class I 27,600 # | Mutual Funds | — | — | $348K | 1.4% | |
| T. Rowe Price Retirement 2060 Fund I Class 18,433 # | Other securities | — | — | $313K | 1.3% | |
| Vanguard Extended Market Index Fund Admiral Shares 2,280 # | Common Collective Trusts | — | — | $284K | 1.2% | |
| Fidelity Small Cap Growth K6 Fund 17,319 # | Mutual Funds | — | — | $261K | 1.1% | |
| JPMorgan Mid Cap Growth Fund Class R5 4,413 # | Other securities | — | — | $211K | 0.9% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 15,619 # | Common Collective Trusts | — | — | $152K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares 4,763 # | Common Collective Trusts | — | — | $148K | 0.6% | |
| American Funds EuroPacific Growth Fund Class R6 1,695 # | Mutual Funds | — | — | $93K | 0.4% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 2,376 # | Other securities | — | — | $65K | 0.3% | |
| Fidelity Government Money Market Fund 5,078 # | Mutual Funds | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund I Class 194 # | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
