Original filing (PDF)20251015120140NAL0006010512001

PVS

Name: PVS — PVS CHEMICALS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PVS

Form 5500

FILING_RECEIVED

PVS CHEMICALS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

1,297

Accounts w/ balance

1,303

Plan assets (EOY)

$158.0M

Net assets (EOY)

$158.0M

How this plan invests

This plan

1 pooled trust

Schedule D

50 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

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 PVS.

Plan sponsor

Name

PVS

EIN

38-1226669

Address

10900 HARPER AVENUE · DETROIT, MI · 482133364

Phone

(313) 921-1200

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

012

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$94K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWARTZ & CO	38-2117812	—	INVESTMENT ADVISOR	$87K	—

Investments

50 direct securities · 1 pooled fund· $150.8M(95% 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

$144.0M

50 holdings

Common Collective Trust

$6.8M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Contra Fund K	—	—	—	$19.3M	12.2%
Fidelity 500 Index Fund	—	—	—	$13.8M	8.7%
Fidelity Freedom 2035 Fund K	—	—	—	$12.2M	7.7%
Fidelity Freedom 2030 Fund K	—	—	—	$10.3M	6.5%
Fidelity Freedom 2025 Fund K	—	—	—	$9.6M	6.1%
Fidelity Freedom 2040 Fund K	—	—	—	$7.4M	4.7%
Fidelity Management Trust Company Common/collective trust fund - Fidelity Managed Income Portfolio	—	—	—	$7.3M	4.6%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$6.8M	4.3%
JPMorgan Equity Income Fund Class R6	—	—	—	$6.6M	4.2%
Fidelity Freedom 2050 Fund K	—	—	—	$6.0M	3.8%
Baron Small Cap Fund	—	—	—	$5.0M	3.2%
Fidelity Freedom 2045 Fund K	—	—	—	$4.8M	3.0%
Fidelity Freedom 2055 Fund K	—	—	—	$3.8M	2.4%
Fidelity International Discovery Fund K	—	—	—	$3.6M	2.3%
Vanguard Mid-Cap Growth Index Admiral	—	—	—	$2.9M	1.9%
Fidelity US Bond Index	—	—	—	$2.6M	1.7%
Fidelity Freedom 2060 Fund K	—	—	—	$2.4M	1.5%
DFA US Vector Equity Institutional	—	—	—	$2.2M	1.4%
DFA US Targeted Value Institutional	—	—	—	$2.1M	1.4%
Fidelity Freedom 2020 Fund K	—	—	—	$2.0M	1.3%
MFS Growth Fund Class R4	—	—	—	$1.9M	1.2%
Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.50 percent -	—	—	—	$1.8M	1.2%
PIMCO Income Institutional	—	—	—	$1.7M	1.1%
Fidelity Management Trust Company Money market fund - Fidelity Government Class K6	—	—	—	$1.6M	1.0%
Columbia Balanced Institutional Fund	—	—	—	$1.5M	1.0%
Eaton Vance Atlanta Capital SMID-Cap Fund	—	—	—	$1.4M	0.9%
MFS International Intrinsic Value Fund	—	—	—	$1.3M	0.8%
Janus Henderson Venture Fund Class T	—	—	—	$1.0M	0.7%
Fidelity Real Estate Investment Fund	—	—	—	$1.0M	0.6%
Fidelity Management Trust Company AF New World R6	—	—	—	$1.0M	0.6%
Pioneer Bond K	—	—	—	$1.0M	0.6%
Fidelity Mid Cap Index Fund	—	—	—	$888K	0.6%
Fidelity Freedom 2065 Fund K	—	—	—	$720K	0.5%
Fidelity Government Money Market Fund	—	—	—	$521K	0.3%
Fidelity Small Cap Index Fund	—	—	—	$379K	0.2%
iShares MSCI EAFE Intl Index K	—	—	—	$358K	0.2%
Fidelity Freedom Income K	—	—	—	$348K	0.2%
Fidelity GNMA	—	—	—	$331K	0.2%
Cohen & Steers Real Estate Securities Fund	—	—	—	$272K	0.2%
Fidelity Freedom 2015 Fund K	—	—	—	$173K	0.1%
Columbia Contrarian Core Inst3	—	—	—	$126K	<0.1%
Victory Sycamore Established Value Fund	—	—	—	$80K	<0.1%
Invesco Diversified Dividend Fund Class Y	—	—	—	$72K	<0.1%
Western Asset Core Plus Bond Fund	—	—	—	$49K	<0.1%
Fidelity Freedom 2010 Fund K	—	—	—	$46K	<0.1%
American Funds The Bond Fund of America Class R-5	—	—	—	$40K	<0.1%
Columbia Emerging Markets Fund	—	—	—	$33K	<0.1%
Columbia Small Cap Index Fund	—	—	—	$24K	<0.1%
PIMCO Real Return Fund	—	—	—	$24K	<0.1%
iShares MSCI Total International Index Fund	—	—	—	$8K	<0.1%
Fidelity Freedom 2070 Fund K	—	—	—	$7K	<0.1%