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Original filing (PDF)20251007091147NAL0002530627001
MET-CHEM, INC.
Form 5500
FILING_RECEIVED
MET-CHEM, INC. 401(K) SAVINGS RETIREMENT PLAN
401(k) retirement plan
Active participants
185
Accounts w/ balance
155
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MET-CHEM, INC..
Plan sponsor
Name
MET-CHEM, INC.
EIN
34-1480739
Address
837 E. 79TH STREET · CLEVELAND, OH · 44103
Phone
(216) 881-7900
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HANCOCK & ROBINSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
Investments
23 direct securities· $8.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant-Directed Investments Self-directed brokerage accounts | — | — | — | $1.8M | 21.8% | |
| Fidelity Freedom 2025 K6 | — | — | — | $812K | 9.9% | |
| T Rowe Price Blue Chip Growth | — | — | — | $767K | 9.4% | |
| Vanguard 500 Index Admiral | — | — | — | $651K | 8.0% | |
| Fidelity Contrafund K6 | — | — | — | $639K | 7.8% | |
| Fidelity Freedom 2030 K6 | — | — | — | $552K | 6.7% | |
| Fidelity Freedom 2050 K6 | — | — | — | $524K | 6.4% | |
| Fidelity Freedom 2035 K6 | — | — | — | $435K | 5.3% | |
| Fidelity Freedom 2020 K6 | — | — | — | $402K | 4.9% | |
| Fidelity Freedom 2045 K6 | — | — | — | $349K | 4.3% | |
| Fidelity Freedom 2040 K6 | — | — | — | $311K | 3.8% | |
| JP Morgan Equity Income | — | — | — | $255K | 3.1% | |
| Vanguard Midcap Index Admiral | — | — | — | $237K | 2.9% | |
| Fidelity Freedom 2060 K6 | — | — | — | $117K | 1.4% | |
| Interest rates of * Participant loans 3.25% to 10.50% $0 | — | — | — | $99K | 1.2% | |
| Fidelity Freedom 2055 K6 | — | — | — | $81K | 1.0% | |
| T Rowe Price WM US Small Cap Growth I | — | — | — | $66K | 0.8% | |
| MFS Corporate Bond Fund | — | — | — | $37K | 0.5% | |
| American Funds Balanced Fund | — | — | — | $25K | 0.3% | |
| Fidelity Freedom 2065 K6 | — | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index | — | — | — | $13K | 0.2% | |
| Fidelity Freedom 2015 K6 | — | — | — | $7K | <0.1% | |
| Fidelity Government Money Market K66 | — | — | — | $4K | <0.1% |