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Original filing (PDF)20251015155438NAL0010491394001
EMERY OLEOCHEMICALS LLC
Form 5500
FILING_RECEIVED
EMERY OLEOCHEMICALS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
~163 bps in Sched C feesNo recordkeeper disclosed
Active participants
177
Accounts w/ balance
—
Plan assets (EOY)
$42.6M
Net assets (EOY)
$42.5M
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 163 bps in Schedule C fees — 462% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERY OLEOCHEMICALS LLC.
Plan sponsor
Name
EMERY OLEOCHEMICALS LLC
EIN
32-0131687
Address
4900 ESTE AVENUE · CINCINNATI, OH · 452321491
Phone
(513) 762-2500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BARNES DENNIG & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE CONSULTING SERVI | 04-2647786 | — | OTHER | $695K | — |
Investments
13 pooled funds· $41.3M(97% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EMERY OLEOCHEMICALS MASTER RETIREME EMERY OLEOCHEMICALS LLC · EIN 32-0131687 / PN 006 | Master Trust | $41.3M | 96.8% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Master Trust | $0 | <0.1% |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Master Trust | $0 | <0.1% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Master Trust | $0 | <0.1% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Master Trust | $0 | <0.1% |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Master Trust | $0 | <0.1% |
| PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Master Trust | $0 | <0.1% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Master Trust | $0 | <0.1% |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Master Trust | $0 | <0.1% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Master Trust | $0 | <0.1% |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Master Trust | $0 | <0.1% |
| PRIN ORG EMG MKTS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Master Trust | $0 | <0.1% |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Master Trust | $0 | <0.1% |
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