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Original filing (PDF)20251010125707NAL0004627091002
PCI NITROGEN, LLC
Form 5500
FILING_RECEIVED
PCI NITROGEN, LLC HOURLY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
87% in single holding
Active participants
58
Accounts w/ balance
0
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
9 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Floating Rate High Income Fund Pooled separate account" is 87% of plan.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PCI NITROGEN, LLC.
Plan sponsor
Name
PCI NITROGEN, LLC
EIN
30-0164117
Address
P.O. BOX 3447 · 2001 JACKSON ROAD · PASADENA, TX · 775013447
Phone
(713) 920-5300
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
2025-10-10
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C-BEN GROUP | — | BELMONT, CA | TPA | $9K | — |
Investments
3 direct securities · 6 pooled funds· $5.5M(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.
Pooled Separate Account
$5.4M
6 holdings
Uncategorized
$147K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FLOATING RATE HIGH INC FD BANK OF AMERICA · EIN 31-5916783 / PN 000 | Pooled Separate Account | — | $4.8M | $4.8M | 87.3% | |
| FIDELITY 500 INDEX FUND BANK OF AMERICA · EIN 31-5911750 / PN 000 | Pooled Separate Account | — | $145K | $206K | 3.8% | |
| FIDELITY EXTENDED MARKET INDEX FD BANK OF AMERICA · EIN 31-5911743 / PN 000 | Pooled Separate Account | — | $138K | $182K | 3.3% | |
| VANGUARD LONG TERM TREASURY FD C1 BANK OF AMERICA · EIN 92-2031786 / PN 000 | Pooled Separate Account | — | $121K | $97K | 1.8% | |
| Shortfall 10.477482 $817,547 1/1/2023 14 | — | — | — | $78K | 1.4% | |
| VANGUARD LONG TERM CORP BOND INDEX BANK OF AMERICA · EIN 92-2060789 / PN 000 | Pooled Separate Account | — | $85K | $77K | 1.4% | |
| BLF Treasury Trust Money market | — | — | $66K | $66K | 1.2% | |
| VANGUARD REIT INDEX FD ADMIRAL CL BANK OF AMERICA · EIN 92-1908877 / PN 000 | Pooled Separate Account | — | $35K | $32K | 0.6% | |
| Installments Shortfall 9.938551 $30,819 1/1/2022 13 | — | — | — | $3K | <0.1% |
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