How big is Rowell Chemical Corporation's plan?

Rowell Chemical Corporation's plan reported $18.9M in assets and 81 participants for 2024.

Original filing (PDF)20250916151048NAL0001249891001

Rowell Chemical Corporation

Name: Rowell Chemical Corporation — HYER Group 401(k) Plan, Form 5500 (2024)
Creator: Rowell Chemical Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HYER Group 401(k) Plan

401(k) retirement plan · Rowell Chemical Corporation's HYER Group 401(k) Plan held $18.9M in plan assets for 81 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 2

No ERISA fidelity bond13% employer stock

Active participants

Accounts w/ balance

130

Plan assets (EOY)

$18.9M

Net assets (EOY)

$18.9M

People on this filing

Sean Poole signed Rowell Chemical Corporation's 2024 Form 5500 as plan administrator.

Sean Poole — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rowell Chemical Corporation's EIN is 36-3089341.

EIN 36-3089341

Plan number 001

Plan year 2024

ACK ID 20250916151048NAL0001249891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rowell Chemical Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rowell Chemical Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROWELL CHEMICAL CORPORATION.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.

Helping the score

Below-peer total plan cost (93rd percentile).
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ROWELL CHEMICAL CORPORATION

EIN

all filings

Address

3919 E 7TH AVE · PO BOX 5449 · TAMPA, FL · 33675

Phone

(630) 280-2728

Industry

Manufacturing

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

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$2K	—

Investments

42 direct securities · 1 pooled fund· $19.3M(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.

Other securities

$8.4M

23 holdings

Mutual Funds

$5.0M

11 holdings

Common Collective Trusts

$3.3M

4 holdings

Common Stocks

$2.5M

3 holdings

Common Collective Trust

$221K

1 holding

OTHER

$7K

1 holding

					% of plan
LORD ABBETT SRT DURATION GM Mutual Funds	Mutual Funds	—	—	$2.8M	15.1%
AMERICAN EUROPACIF GR FD R3 GM Mutual Funds	Other securities	—	—	$2.1M	11.2%
ISHARES S&P 500 INDEX FD INSTL Mutual Funds	Common Collective Trusts	—	—	$1.6M	8.3%
ISHARES S&P 500 INDEX INSTL GM Mutual Funds	Common Collective Trusts	—	—	$1.5M	7.7%
TCW TOTAL RETURN BOND FD GM Mutual Funds	Other securities	—	—	$1.3M	6.7%
INVESCO DIVERSIFIED DIV A GM Mutual Funds	Mutual Funds	—	—	$1.2M	6.3%
MASS INV GRTH STK FD CL A GM Mutual Funds	Common Stocks	—	—	$1.2M	6.3%
COLUMBIA MIDCAP INDEX CL A GM Mutual Funds	Common Stocks	—	—	$1.1M	5.9%
AB DISCOVERY GROWTH FUND I GM Mutual Funds	Other securities	—	—	$795K	4.2%
PIMCO REAL RET BD CL A GM Mutual Funds	Mutual Funds	—	—	$698K	3.7%
VIRTUS SGA EMERGING MRKT A GM Mutual Funds	Other securities	—	—	$658K	3.5%
COLUMBIA SMALL CAP INDEX A GM Mutual Funds	Other securities	—	—	$629K	3.3%
AMERICAN CENTURY DISCIPLINED A Mutual Funds	Other securities	—	—	$440K	2.3%
MACQUARIE HIGH INCOME FUND Y Mutual Funds	Other securities	—	—	$408K	2.2%
DWS RREEF REAL EST SECUR A GM Mutual Funds	Other securities	—	—	$337K	1.8%
CLEARBRIDGE SMALL CAP GRT A GM Mutual Funds	Other securities	—	—	$327K	1.7%
FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$221K	1.2%
through 2031)	Other securities	—	—	$203K	1.1%
LOAN FUND LOANS	Other securities	—	$203K	$203K	1.1%
COLUMBIA MIDCAP INDEX FD CL A Mutual Funds	Common Stocks	—	—	$199K	1.1%
AB DISCOVERY GROWTH FUND I Mutual Funds	Other securities	—	—	$193K	1.0%
AMERICAN EUROPACIFIC GR FD R3 Mutual Funds	Other securities	—	—	$181K	1.0%
FEDERATED HERMES CPTL PRSV GM Common Collective	Common Collective Trusts	—	—	$161K	0.9%
COLUMBIA SMALL CAP INDEX FD A Mutual Funds	Other securities	—	—	$144K	0.8%
ISHARES MSCI EAFE INTRNL INSTL Mutual Funds	Other securities	—	—	$126K	0.7%
MFS MA INVEST GROWTH STK FD A Mutual Funds	Mutual Funds	—	—	$124K	0.7%
THE OAKMARK FUND INVESTOR Mutual Funds	Other securities	—	—	$122K	0.6%
CLEARBRIDGE SMALL CAP GRTH A Mutual Funds	Other securities	—	—	$74K	0.4%
FEDERATED HERMES CPTL PRSV ISP Common Collective	Common Collective Trusts	—	—	$61K	0.3%
BLACKROCK ENERGY OPPORT FD A Mutual Funds	Other securities	—	—	$51K	0.3%
VIRTUS SGA EMERGING MRKTS EQ A Mutual Funds	Other securities	—	—	$44K	0.2%
LORD ABBETT SHT DURATION INCOM Mutual Funds	Mutual Funds	—	—	$42K	0.2%
PIMCO REAL RETURN BD FD CL A Mutual Funds	Mutual Funds	—	—	$27K	0.1%
PIMCO INCOME FUND CL A Mutual Funds	Mutual Funds	—	—	$23K	0.1%
VICTORY SYCAMORE SMALL COMP A Mutual Funds	Other securities	—	—	$18K	<0.1%
MACQUARIE CLIMATE SOLUTIONS Y Mutual Funds	Other securities	—	—	$16K	<0.1%
TCW TOTAL RETURN BOND FUND Mutual Funds	Other securities	—	—	$16K	<0.1%
DWS RREEF REAL ESTATE SECUR A Mutual Funds	Other securities	—	—	$12K	<0.1%
INVESCO DIVERSIFIED DIV FD CLA Mutual Funds	Mutual Funds	—	—	$8K	<0.1%
JANUS HENDERSON GBL EQTY A Mutual Funds	Mutual Funds	—	—	$7K	<0.1%
Common Collective	OTHER	—	—	$7K	<0.1%
INVESCO ENERGRY FUND A Mutual Funds	Mutual Funds	—	—	$1K	<0.1%
INVESCO ENERGY FUND A MUTUAL FUNDS	Mutual Funds	—	$1K	$1K	<0.1%