Back to filter
Original filing (PDF)20251015081803NAL0004050305001
ALUCHEM, INC.
Form 5500
FILING_RECEIVED
EMPLOYEES' RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
137
Accounts w/ balance
244
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALUCHEM, INC..
Plan sponsor
Name
ALUCHEM, INC.
EIN
31-0927556
Address
ONE LANDY LANE · READING, OH · 452153489
Phone
(513) 733-8519
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | NONE | $32K | — |
| CLARK SCHAEFER HACKETT | 31-0800053 | — | NONE | $4K | — |
Investments
27 direct securities · 1 pooled fund· $20.6M(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
$9.1M
26 holdings
Pooled Separate Account
$8.8M
1 holding
Guaranteed Income / GIC
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $8.8M | 75.1% | |
| Guaranteed investment contract | Guaranteed Income / GIC | — | — | $2.6M | 22.2% | |
| MFS VIT Growth Series | — | — | — | $1.7M | 14.5% | |
| LVIP SSgA S&P 500 Index | — | — | — | $1.2M | 10.3% | |
| Federated Government Ultrashort Duration Fund | — | — | — | $1.2M | 10.2% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $893K | 7.6% | |
| LVIP SSgA International Index ** 688 SS S&P MidCap Index Non-Lending Series | — | — | — | $626K | 5.3% | |
| Invesco Growth and Income | — | — | — | $453K | 3.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $435K | 3.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $407K | 3.5% | |
| Participant loans, various maturity dates through 2029 at 5.25% to 8.25% interest rates - | — | — | — | $312K | 2.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $294K | 2.5% | |
| American Fund Internatinal Growth Income | — | — | — | $230K | 2.0% | |
| Vanguard Target Retirement 2060 | — | — | — | $227K | 1.9% | |
| Vanguard LifeStrategy Income Fund ** 302 American Funds Bond Fund of America | — | — | — | $212K | 1.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $138K | 1.2% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $130K | 1.1% | |
| American Fund New World | — | — | — | $122K | 1.0% | |
| SS Russ Small Cap VI Index Non-Lending | — | — | — | $119K | 1.0% | |
| LVIP Blackrock Global Real Estate Fund | — | — | — | $90K | 0.8% | |
| Vanguard Target Retirement Income Investment Fund | — | — | — | $87K | 0.7% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $83K | 0.7% | |
| SS Russ Small Cap Growth Index Non-Lending | — | — | — | $58K | 0.5% | |
| Eaton Vance Income Fund | — | — | — | $56K | 0.5% | |
| LVIP Blackrock Inflation Protected Bond | — | — | — | $38K | 0.3% | |
| BlackRock Global Allocation | — | — | — | $14K | 0.1% | |
| LVIP SSgA Bond Index | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $2K | <0.1% |