Original filing (PDF)20241008093214NAL0008221219001

PQ LLC

Name: PQ LLC — PQ LLC. SAVINGS AND RETIREMENT PLAN, Form 5500 (2023)
Creator: PQ LLC

Form 5500

FILING_RECEIVED

PQ LLC. SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

303

Accounts w/ balance

333

Plan assets (EOY)

$72.9M

Net assets (EOY)

$72.9M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 752K (14% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PQ LLC.

Plan sponsor

Name

PQ LLC

EIN

23-0972750all filings

Address

300 LINDENWOOD DRIVE · MALVERN, PA · 19355

Phone

(610) 651-4200

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD ADVISERS INC.	23-2811930	—	NONE	$49K	—
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$31K	—

Investments

26 direct securities· $70.5M(97% of reported assets)

Mutual Funds

$43.2M

20 holdings

Common Collective Trusts

$27.3M

6 holdings

					% of plan
Vanguard Institutional Index Fund Inst'l Shares Mutual Fund a	Common Collective Trusts	—	—	$10.4M	14.3%
Vanguard Target Retirement 2025 Fund Mutual Fund a	Mutual Funds	—	—	$7.4M	10.2%
Vanguard Total Bond Market Index Fund: Inst'l Shr Mutual Fund a	Common Collective Trusts	—	—	$6.3M	8.7%
Vanguard Cash Reserves Federal MM Fund Admiral Shares Mutual Fund a	Mutual Funds	—	—	$6.0M	8.2%
Vanguard Target Retirement 2030 Fund Mutual Fund a	Mutual Funds	—	—	$5.3M	7.3%
Vanguard Total International Stock Index Fund Admiral Shr Mutual Fund a	Common Collective Trusts	—	—	$4.4M	6.0%
Vanguard Target Retirement 2040 Fund Mutual Fund a	Mutual Funds	—	—	$4.3M	5.9%
Vanguard Wellington Fund Admiral Shares Mutual Fund a	Mutual Funds	—	—	$4.2M	5.8%
Vanguard Target Retirement 2035 Fund Mutual Fund a	Mutual Funds	—	—	$4.0M	5.5%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund a	Common Collective Trusts	—	—	$3.1M	4.3%
Vanguard Target Retirement 2045 Fund Mutual Fund a	Mutual Funds	—	—	$2.4M	3.2%
Vanguard Windsor II Fund Admiral Shares Mutual Fund a	Mutual Funds	—	—	$1.7M	2.3%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund a	Common Collective Trusts	—	—	$1.7M	2.3%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund a	Common Collective Trusts	—	—	$1.4M	1.9%
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund a	Mutual Funds	—	—	$1.1M	1.6%
Vanguard U.S. Growth Fund Admiral Shares Mutual Fund a	Mutual Funds	—	—	$978K	1.3%
Vanguard International Growth Fund Admiral Shares Mutual Fund a	Mutual Funds	—	—	$927K	1.3%
Vanguard Target Retirement 2060 Fund Mutual Fund a	Mutual Funds	—	—	$791K	1.1%
Vanguard Target Retirement 2055 Fund Mutual Fund a	Mutual Funds	—	—	$789K	1.1%
Vanguard Target Retirement 2050 Fund Mutual Fund a	Mutual Funds	—	—	$693K	1.0%
Vanguard Explorer Fund Admiral Shares Mutual Fund a	Mutual Funds	—	—	$683K	0.9%
Vanguard Target Retirement 2020 Fund Mutual Fund a	Mutual Funds	—	—	$610K	0.8%
Vanguard Target Retirement Income Mutual Fund a	Mutual Funds	—	—	$595K	0.8%
Fidelity Value Fund; Retail Class Mutual Fund a	Mutual Funds	—	—	$448K	0.6%
PIMCO Total Return Fund; Institutional Class Mutual Fund a	Mutual Funds	—	—	$245K	0.3%
Vanguard Target Retirement 2065 Fund Mutual Fund a	Mutual Funds	—	—	$44K	<0.1%