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Original filing (PDF)20250721151217NAL0001812272001
ELEMENT SOLUTIONS INC
Form 5500
FILING_RECEIVED
ELEMENT SOLUTIONS INC EMPLOYEE SAVINGS AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,081
Accounts w/ balance
1,548
Plan assets (EOY)
$302.7M
Net assets (EOY)
$302.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEMENT SOLUTIONS INC.
Plan sponsor
Name
ELEMENT SOLUTIONS INC
EIN
37-1744899
Address
245 FREIGHT ST. · WATERBURY, CT · 06702
Phone
(203) 575-5662
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $41K | — |
| COHNREZNICK LLP | 33-4144829 | — | NONE | $28K | — |
| CHIMENTO AND WEBB PC | 47-1507939 | — | NONE | $22K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
29 direct securities · 7 pooled funds· $300.3M(99% 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
$300.3M
29 holdings
Common Collective Trust
$0
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I Mutual fund | — | — | — | $52.4M | 17.3% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $28.1M | 9.3% | |
| T Rowe Price Cap Appreciation Fund Mutual fund | — | — | — | $20.8M | 6.9% | |
| Schwab Government Money Fund Money market fund | — | — | — | $19.5M | 6.4% | |
| MFS International Diversification CL R6 Mutual fund | — | — | — | $17.7M | 5.9% | |
| AB Large Cap Growth Z Mutual fund | — | — | — | $17.7M | 5.9% | |
| Personal Choice Retirement Account (PCRA) Self-directed brokerage accounts | — | — | — | $16.8M | 5.5% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $14.8M | 4.9% | |
| Vanguard Interm-Term Bond Index Mutual fund | — | — | — | $14.2M | 4.7% | |
| Vanguard Value Index I Mutual fund | — | — | — | $12.9M | 4.3% | |
| Dodge & Cox Income Fund Mutual fund | — | — | — | $12.5M | 4.1% | |
| Vanguard Mid-Cap Value Index Mutual fund | — | — | — | $9.2M | 3.0% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $8.9M | 2.9% | |
| Janus Henderson Enterprise Fund Mutual fund | — | — | — | $8.8M | 2.9% | |
| Vanguard Info tech idx Adm Mutual fund | — | — | — | $8.3M | 2.7% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $7.6M | 2.5% | |
| Invesco Small Cap Value R6 Mutual fund | — | — | — | $5.8M | 1.9% | |
| Vanguard Small Cap Index Fund Mutual fund | — | — | — | $5.2M | 1.7% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $5.0M | 1.7% | |
| VANGUARD EXTENDED MKT INDX ADM Registered Investment Company | — | — | — | $4.5M | 1.5% | |
| Loomis Sayles Small Cap Growth Fund Mutual fund | — | — | — | $4.0M | 1.3% | |
| various dates, secured by participant account * Participant loans balance | — | — | — | $2.9M | 1.0% | |
| PIMCO income Institutional Mutual fund | — | — | — | $939K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $917K | 0.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $342K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $289K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $98K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $38K | <0.1% | |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company | — | — | — | $27K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
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