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Original filing (PDF)20251014163450NAL0001688243001
FUTUREFUEL CHEMICAL COMPANY
Form 5500
FILING_RECEIVED
FUTUREFUEL CHEMICAL COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
518
Accounts w/ balance
577
Plan assets (EOY)
$69.8M
Net assets (EOY)
$69.8M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUTUREFUEL CHEMICAL COMPANY.
Plan sponsor
Name
FUTUREFUEL CHEMICAL COMPANY
EIN
20-3426378
Address
2800 GAP ROAD · PO BOX 2357 · BATESVILLE, AR · 72503
Phone
(870) 698-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $146K | — |
Investments
43 direct securities · 1 pooled fund· $76.5M(100% 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
$69.8M
43 holdings
Common Collective Trust
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND CLASS C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $6.7M | 9.7% | |
| GALLIARD STABLE RETURN FUND C COMMON / COLLECTIVE TRUSTS | — | — | $5.7M | $6.3M | 9.0% | |
| JP MORGAN LARGE CAP GROWTH R6 MUTUAL FUNDS | — | — | $3.7M | $4.8M | 6.9% | |
| VANGUARD TOTAL INT STK INDX GM MUTUAL FUNDS | — | — | $4.6M | $4.5M | 6.4% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $4.2M | $4.2M | 6.1% | |
| VANGUARD 500 INDEX FUND MUTUAL FUNDS | — | — | $2.4M | $3.7M | 5.4% | |
| PIONEER BOND FD CL K GM MUTUAL FUNDS | — | — | $3.8M | $3.4M | 4.9% | |
| INVESCO SMALL CAP VAL FD CL R6 MUTUAL FUNDS | — | — | $2.0M | $3.2M | 4.5% | |
| BLACKROCK EQUITY DIV CL K GM MUTUAL FUNDS | — | — | $3.2M | $3.0M | 4.4% | |
| BLACKROCK EQUITY DIVIDEND CL K MUTUAL FUNDS | — | — | $3.0M | $2.9M | 4.1% | |
| PIONEER BOND FD CL K MUTUAL FUNDS | — | — | $3.1M | $2.8M | 4.1% | |
| AMERICAN US GOVERNMENT GM MUTUAL FUNDS | — | — | $3.1M | $2.7M | 3.9% | |
| EATON VANCE ATL CAPITAL CL R6 MUTUAL FUNDS | — | — | $2.4M | $2.4M | 3.5% | |
| JP MORGAN LARGE CAP GRTH R6 GM MUTUAL FUNDS | — | — | $1.7M | $2.2M | 3.2% | |
| BLACKROCK GLOBAL ALLOCATION K MUTUAL FUNDS | — | — | $2.2M | $2.2M | 3.1% | |
| AMERICAN FUNDS 2035 TARGET R6 MUTUAL FUNDS | — | — | $1.6M | $1.9M | 2.7% | |
| MFS MID CAP VALUE FUND R6 GM MUTUAL FUNDS | — | — | $1.4M | $1.7M | 2.4% | |
| LOAN FUND LOANS | — | — | $1.6M | $1.6M | 2.3% | |
| AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS | — | — | $1.2M | $1.4M | 2.0% | |
| VANGUARD TOTAL INT STOCK INDEX MUTUAL FUNDS | — | — | $1.3M | $1.2M | 1.7% | |
| EATON VANCE ATL CAPITAL R6 GM MUTUAL FUNDS | — | — | $1.2M | $1.2M | 1.7% | |
| MFS MID CAP VALUE FUND R6 MUTUAL FUNDS | — | — | $897K | $1.1M | 1.6% | |
| INVESCO SMALL CAP VAL FD R6 GM MUTUAL FUNDS | — | — | $789K | $1.1M | 1.6% | |
| AMERICAN US GOVERNMENT MUTUAL FUNDS | — | — | $1.2M | $1.1M | 1.6% | |
| AMERICAN FUNDS 2040 TARGET R6 MUTUAL FUNDS | — | — | $1.0M | $1.1M | 1.6% | |
| BNY MELLON GLOBAL EQTY INCM Y MUTUAL FUNDS | — | — | $936K | $916K | 1.3% | |
| AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS | — | — | $759K | $857K | 1.2% | |
| AMERICAN FUNDS 2055 TARGET R6 MUTUAL FUNDS | — | — | $643K | $729K | 1.0% | |
| VANGUARD SMALL CAP GROWTH ADM MUTUAL FUNDS | — | — | $448K | $557K | 0.8% | |
| AMERICAN FUNDS 2020 TARGET R6 MUTUAL FUNDS | — | — | $536K | $548K | 0.8% | |
| VANGUARD SMALL CP GRTH ADM GM MUTUAL FUNDS | — | — | $401K | $512K | 0.7% | |
| AMERICAN FUNDS 2025 TARGET R6 MUTUAL FUNDS | — | — | $478K | $494K | 0.7% | |
| AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS | — | — | $451K | $483K | 0.7% | |
| GALLIARD STABLE RETURN FD C GM COMMON / COLLECTIVE TRUSTS | — | — | $424K | $459K | 0.7% | |
| VANGUARD SMALL CAP INDEX FUND MUTUAL FUNDS | — | — | $286K | $350K | 0.5% | |
| AMERICAN FUNDS 2045 TARGET R6 MUTUAL FUNDS | — | — | $298K | $332K | 0.5% | |
| GQG PARTNERS EMRG MKTS EQ INST MUTUAL FUNDS | — | — | $339K | $317K | 0.5% | |
| VANGUARD INTL GRWT FD ADM CLAS MUTUAL FUNDS | — | — | $424K | $314K | 0.4% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $274K | $274K | 0.4% | |
| VANGUARD MID CAP INDEX FUND MUTUAL FUNDS | — | — | $228K | $272K | 0.4% | |
| TRANSAMERICA INTL EQTY FD R6 MUTUAL FUNDS | — | — | $240K | $256K | 0.4% | |
| OAKMARK FUND CL INSTL MUTUAL FUNDS | — | — | $92K | $147K | 0.2% | |
| AMERICAN FUNDS 2065 TARGET R6 MUTUAL FUNDS | — | — | $75K | $75K | 0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $2K | $2K | <0.1% |