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Original filing (PDF)20250731073329NAL0009980578001
CHEMGLASS, INC
Form 5500
FILING_RECEIVED
CHEMGLASS 401(K) SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Active participants
207
Accounts w/ balance
234
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEMGLASS, INC.
Plan sponsor
Name
CHEMGLASS, INC
EIN
21-0672397
Address
3800 N MILL ROAD · VINELAND, NJ · 083601528
Phone
(856) 696-0014
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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MERCADIEN P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $61K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS DBA FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $3K | — |
Investments
37 direct securities · 1 pooled fund· $43.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$21.9M
37 holdings
Pooled Separate Account
$21.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $21.1M | 96.1% | |
| American Funds Capital World Gr&Inc R6 | — | — | — | $4.7M | 21.3% | |
| IndexSelect Conservative 2035 Fund Cl I | — | — | — | $2.1M | 9.5% | |
| American Funds AMCAP R6 | — | — | — | $1.8M | 8.4% | |
| Columbia Contrarian Core Inst3 | — | — | — | $1.8M | 8.1% | |
| American Funds American Balanced R6 | — | — | — | $1.6M | 7.1% | |
| American Funds Fundamental Invs R6 | — | — | — | $1.6M | 7.1% | |
| Vanguard 500 Index Admiral | — | — | — | $1.3M | 5.9% | |
| IndexSelect Moderate 2035 Fund Cl I | — | — | — | $952K | 4.3% | |
| IndexSelect Aggressive 2055 Fund Cl I | — | — | — | $900K | 4.1% | |
| IndexSelect Moderate Retire Fund Cl I | — | — | — | $832K | 3.8% | |
| IndexSelect Moderate 2045 Fund Cl I | — | — | — | $584K | 2.7% | |
| MassMutual Group Annuity Contract | — | — | — | $548K | 2.5% | |
| PIMCO Income Instl | — | — | — | $513K | 2.3% | |
| IndexSelect Moderate 2055 Fund Cl I | — | — | — | $394K | 1.8% | |
| American Funds EuroPacific Growth R6 | — | — | — | $382K | 1.7% | |
| Notes receivable from participants | — | — | — | $297K | 1.4% | |
| IndexSelect Conservative Ret Fund Cl I | — | — | — | $227K | 1.0% | |
| Touchstone Mid Cap Growth Inst | — | — | — | $224K | 1.0% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $213K | 1.0% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $200K | 0.9% | |
| Wasatch Core Growth Institutional | — | — | — | $188K | 0.9% | |
| IndexSelect Aggressive Retire Fund Cl I | — | — | — | $172K | 0.8% | |
| Fidelity Advisor Total Bond Z | — | — | — | $101K | 0.5% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $87K | 0.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $72K | 0.3% | |
| MFS Mid Cap Value R6 | — | — | — | $70K | 0.3% | |
| Eaton Vance Income Fund of Boston R6 | — | — | — | $46K | 0.2% | |
| IndexSelect Aggressive 2045 Fund Cl I | — | — | — | $33K | 0.1% | |
| BlackRock Global Allocation K | — | — | — | $32K | 0.1% | |
| DWS RREEF Real Estate Securities R6 | — | — | — | $21K | <0.1% | |
| Columbia Small Cap Value I Inst3 | — | — | — | $18K | <0.1% | |
| IndexSelect Aggressive 2035 Fund Cl I | — | — | — | $16K | <0.1% | |
| IndexSelect Conservative 2045 Fund Cl I | — | — | — | $11K | <0.1% | |
| AB Global Bond Z | — | — | — | $8K | <0.1% | |
| Invesco Balanced-Risk Commodity Strat R6 | — | — | — | $7K | <0.1% | |
| IndexSelect Conservative 2055 Fund Cl I | — | — | — | $4K | <0.1% | |
| Invesco EQV Int'l Equity Fund R6 | — | — | — | $38 | <0.1% |