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Original filing (PDF)20251003144644NAL0003640578001
OKONITE COMPANY, INC.
Form 5500
FILING_RECEIVED
THE OKONITE COMPANY CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
—
Plan assets (EOY)
$55.0M
Net assets (EOY)
$55.0M
How this plan invests
This plan
1 collective trust
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
- 38 bps in Schedule C fees — 137% above peer band of 16 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 OKONITE COMPANY, INC..
Plan sponsor
Name
OKONITE COMPANY, INC.
EIN
22-2279445
Address
P.O. BOX 340 · RAMSEY, NJ · 074460340
Phone
(201) 825-0300
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT COMMITTEE OF THE OKONITE COMPANY
EIN
22-2279445
City
RAMSEY, NJ
Phone
(201) 825-0300
Plan characteristics
Plan number
100
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $208K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | AUDITING | $0 | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTION | 13-2834414 | — | ACTUARY | $0 | — |
Investments
1 pooled fund· $54.2M(99% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| OKONITE COMPANY PENSION PLAN TRUST THE NORTHERN TRUST COMPANY · EIN 22-2147065 / PN 006 | Master Trust | $54.2M | 98.6% |