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Original filing (PDF)20251015141940NAL0002439139001
CHASE INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
CHASE INDUSTRIES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,005
Accounts w/ balance
1,230
Plan assets (EOY)
$39.1M
Net assets (EOY)
$39.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 83% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHASE INDUSTRIES, INC..
Plan sponsor
Name
CHASE INDUSTRIES, INC.
EIN
31-1503085
Address
10021 COMMERCE PARK DR. · CINCINNATI, OH · 45246
Phone
(513) 603-2909
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $170K | — |
| VALMARK ADVISERS, INC. | 31-1509466 | — | NONE | $37K | — |
Investments
31 direct securities · 1 pooled fund· $72.1M(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
$37.5M
31 holdings
Pooled Separate Account
$34.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $34.7M | 88.7% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2035 I | — | — | — | $4.5M | 11.5% | |
| Vanguard Fiduciary Trust Company Vanguard 500 Index Admiral | — | — | — | $4.3M | 11.1% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2045 I | — | — | — | $2.6M | 6.8% | |
| J.P. Morgan Asset Management JPMorgan Large Cap Growth R6 | — | — | — | $2.5M | 6.4% | |
| Fidelity Investments Fidelity Adv Total Bond I | — | — | — | $2.2M | 5.6% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2040 I | — | — | — | $2.2M | 5.6% | |
| Dimensional Fund Advisors DFA Intl Core Equity I | — | — | — | $2.1M | 5.4% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2030 I | — | — | — | $2.1M | 5.3% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2025 I | — | — | — | $1.8M | 4.7% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2050 I | — | — | — | $1.8M | 4.7% | |
| Standard Insurance Company Stable Asset Fund | — | — | — | $1.6M | 4.2% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2055 I | — | — | — | $1.6M | 4.0% | |
| Vanguard Fiduciary Trust Company Vanguard Equity-Income Adm | — | — | — | $1.6M | 4.0% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2060 I | — | — | — | $1.5M | 3.8% | |
| various dates through November 2031 | — | — | — | $1.2M | 3.0% | |
| Vanguard Fiduciary Trust Company Vanguard Small Cap Index Adm | — | — | — | $976K | 2.5% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2065 I | — | — | — | $709K | 1.8% | |
| Carillon Eagle Carillon Eagle MC Growth R6 | — | — | — | $708K | 1.8% | |
| MFS Investment Management MFS Mid Cap Value R6 | — | — | — | $518K | 1.3% | |
| Vanguard Fiduciary Trust Company Vanguard Balanced Index Adm | — | — | — | $151K | 0.4% | |
| Vanguard Fiduciary Trust Company Vanguard Mid Cap Index Adm | — | — | — | $146K | 0.4% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2020 I | — | — | — | $144K | 0.4% | |
| T. Rowe Price Trust Company T. Rowe Price New Horizons I | — | — | — | $131K | 0.3% | |
| Dimensional Fund Advisors DFA US Targeted Value I | — | — | — | $81K | 0.2% | |
| PGIM Investments PGIM Global Total Return R6 | — | — | — | $73K | 0.2% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement Bal I | — | — | — | $50K | 0.1% | |
| Vanguard Fiduciary Trust Company Vanguard Real Estate Idx Adm | — | — | — | $48K | 0.1% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2015 I | — | — | — | $41K | 0.1% | |
| Federated Hermes Federated Herm Intl Eq Instl | — | — | — | $41K | 0.1% | |
| Pimco Real Return Instl | — | — | — | $35K | <0.1% | |
| Goldman Sachs Goldman Sachs Emerg Mkt Eq I | — | — | — | $30K | <0.1% |
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