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Original filing (PDF)20251002103538NAL0000254547001
POLYCHEM LLC
Form 5500
FILING_RECEIVED
POLYCHEM, LLC 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
520
Accounts w/ balance
917
Plan assets (EOY)
$26.2M
Net assets (EOY)
$26.2M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly 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 POLYCHEM LLC.
Plan sponsor
Name
POLYCHEM LLC
EIN
34-1570807
Address
6277 HEISLEY ROAD · MENTOR, OH · 44060
Phone
(440) 534-2377
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
2025-10-02
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $100K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | SERVICE PROVIDER | $0 | — |
Investments
29 direct securities· $26.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund K6 Mutual fund | — | — | — | $5.8M | 22.0% | |
| Fidelity Balanced Fund K Mutual fund | — | — | — | $5.2M | 19.9% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $4.4M | 16.9% | |
| Voya Fixed Account Guarenteed Investment Contract | — | — | — | $1.9M | 7.3% | |
| American Funds U.S. Government Securities Fund Sec R6 Mutual fund | — | — | — | $999K | 3.8% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $850K | 3.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $834K | 3.2% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $810K | 3.1% | |
| DFA International Core Equity 2 Portfolio Insurance Fund Mutual fund | — | — | — | $769K | 2.9% | |
| 3.25% - 8.50% | — | — | — | $504K | 1.9% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $467K | 1.8% | |
| Neuberg Berman Small Cap Growth Fund R6 Mutual fund | — | — | — | $411K | 1.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $407K | 1.6% | |
| Invesco Discovery Mid Cap Growth Fund R6 Mutual fund | — | — | — | $388K | 1.5% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $352K | 1.3% | |
| DFA U.S. Targeted VI Portfolio Insurance Fund Mutual fund | — | — | — | $348K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $334K | 1.3% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $292K | 1.1% | |
| PIMCO Income Fund Institutional Class Mutual fund | — | — | — | $242K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $218K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $159K | 0.6% | |
| Party in Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value American Funds American Mutual Fund R6 Mutual fund | — | — | — | $119K | 0.5% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual fund | — | — | — | $111K | 0.4% | |
| Fidelity Long Term Treasury Bond Index Fund Mutual fund | — | — | — | $99K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $74K | 0.3% | |
| Voya Government Money Market Fund A Mutual fund | — | — | — | $61K | 0.2% | |
| Vanguard Small Cap Index Fund Admiral Class Mutual fund | — | — | — | $37K | 0.1% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $2K | <0.1% |
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