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Original filing (PDF)20251013111121NAL0002546146001
ARKEMA INC.
Form 5500
FILING_RECEIVED
ARKEMA INC. RETIREMENT SAVINGS (401(K)) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
401(k) retirement plan
Active participants
391
Accounts w/ balance
512
Plan assets (EOY)
$130.8M
Net assets (EOY)
$130.8M
How this plan invests
This plan
17 pooled trusts
Schedule D
34 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
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARKEMA INC..
Plan sponsor
Name
ARKEMA INC.
EIN
23-0960890
Address
900 FIRST AVENUE · KING OF PRUSSIA, PA · 194061308
Phone
(610) 205-7000
Industry
Manufacturingsee all
Plan administrator
Name
401K PLANS ADMINISTRATIVE COMMITTEE
EIN
23-2181887
City
KING OF PRUSSIA, PA
Phone
(610) 205-7000
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INV. ADVISOR | $31K | — |
| ADVANCED CAPITAL GROUP | 41-1921960 | — | INV. ADVISOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | ACCOUNTANT | $4K | — |
Investments
32 direct securities · 17 pooled funds· $182.3M(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
$111.1M
32 holdings
Common Collective Trust
$66.3M
16 holdings
Master Trust
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND POOL FID MGMT TRUST CO · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $17.8M | 13.6% | |
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $16.0M | 12.2% | |
| Fidelity Management Trust Company Freedom 2035 Commingled Fund | — | — | — | $9.3M | 7.1% | |
| FID FRDM 2035 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 181 | Common Collective Trust | — | — | $9.3M | 7.1% | |
| Fidelity Management Trust Company Freedom 2030 Commingled Fund | — | — | — | $8.4M | 6.4% | |
| FID FRDM 2030 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 180 | Common Collective Trust | — | — | $8.4M | 6.4% | |
| Fidelity Brokeragelink account Participant directed investments | — | — | — | $8.1M | 6.2% | |
| Fidelity Management Trust Company Freedom 2040 Commingled Fund | — | — | — | $7.6M | 5.8% | |
| FID FRDM 2040 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 182 | Common Collective Trust | — | — | $7.6M | 5.8% | |
| Vanguard Fiduciary Trust Company Windsor II ADM | — | — | — | $6.4M | 4.9% | |
| Fidelity Management Trust Company Freedom 2045 Commingled Fund | — | — | — | $5.5M | 4.2% | |
| FID FRDM 2045 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 183 | Common Collective Trust | — | — | $5.5M | 4.2% | |
| Fidelity Management Trust Company Fixed Income Fund | — | — | — | $4.9M | 3.8% | |
| ARKEMA SEP ACCOUNT MASTER TRUST ARKEMA, INC. · EIN 23-0960890 / PN 100 | Master Trust | — | — | $4.9M | 3.8% | |
| Fidelity Management Trust Company Freedom 2025 Commingled Fund | — | — | — | $4.9M | 3.7% | |
| FID FRDM 2025 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 179 | Common Collective Trust | — | — | $4.9M | 3.7% | |
| Fidelity Management Trust Company Balanced Fund - Class K | — | — | — | $4.5M | 3.4% | |
| Fidelity Management Trust Company Extended Market Index | — | — | — | $4.1M | 3.1% | |
| Fidelity Management Trust Company Freedom 2050 Commingled Fund | — | — | — | $4.0M | 3.0% | |
| FID FRDM 2050 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 184 | Common Collective Trust | — | — | $4.0M | 3.0% | |
| Parnassus Investments Core Equity Income Fund | — | — | — | $3.5M | 2.7% | |
| Janus Henderson Triton Fund | — | — | — | $3.2M | 2.4% | |
| Fidelity Management Trust Company Freedom 2055 Commingled Fund | — | — | — | $3.1M | 2.3% | |
| FID FRDM 2055 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 185 | Common Collective Trust | — | — | $3.1M | 2.3% | |
| Fidelity Management Trust Company International Discovery Fund | — | — | — | $2.8M | 2.2% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $2.2M | 1.7% | |
| FIAM CORE PLUS CL F FID MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.0M | 1.5% | |
| Fidelity Management Trust Company Freedom 2020 Commingled Fund | — | — | — | $1.9M | 1.5% | |
| FID FRDM 2020 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 178 | Common Collective Trust | — | — | $1.9M | 1.5% | |
| MFS Investment Management MFS New Discovery Value R6 | — | — | — | $1.7M | 1.3% | |
| Fidelity Management Trust Company International Index Fund | — | — | — | $1.7M | 1.3% | |
| Fidelity Management Trust Company Emerging Markets Portfolio Fund | — | — | — | $1.4M | 1.1% | |
| Vanguard Fiduciary Trust Company Value Index Fund | — | — | — | $1.4M | 1.1% | |
| Fidelity Management Trust Company Freedom 2060 Commingled Fund | — | — | — | $1.1M | 0.9% | |
| FID FRDM 2060 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 186 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| Fidelity Management Trust Company US Bond Index Fund | — | — | — | $1.1M | 0.8% | |
| Fidelity Management Trust Company Money Market Government Portfolio Class I 54 * Fidelity Management Trust Company Money Market Government Portfolio Instl | — | — | — | $823K | 0.6% | |
| Vanguard Fiduciary Trust Company Inflation Protected Securities Fund | — | — | — | $477K | 0.4% | |
| Fidelity Management Trust Company Freedom 2065 Commingled Fund | — | — | — | $412K | 0.3% | |
| FID FRDM 2065 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 209 | Common Collective Trust | — | — | $412K | 0.3% | |
| PIMCO Foreign Bond Fund Institutional Class | — | — | — | $341K | 0.3% | |
| Fidelity Management Trust Company Freedom 2010 Commingled Fund | — | — | — | $240K | 0.2% | |
| FID FRDM 2010 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 176 | Common Collective Trust | — | — | $240K | 0.2% | |
| Fidelity Management Trust Company Freedom Income Commingled Fund | — | — | — | $133K | 0.1% | |
| FID FRDM INC CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $133K | 0.1% | |
| Fidelity Management Trust Company Freedom 2070 Commingled Fund | — | — | — | $18K | <0.1% | |
| FID FRDM 2070 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 221 | Common Collective Trust | — | — | $18K | <0.1% | |
| Fidelity Management Trust Company Freedom 2015 Commingled Fund | — | — | — | $13K | <0.1% | |
| FID FRDM 2015 CP F FID MGMT TRUST CO · EIN 20-4659714 / PN 177 | Common Collective Trust | — | — | $13K | <0.1% |