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Original filing (PDF)20250625071201NAL0004565619001
CORTEC LLC
Form 5500
FILING_RECEIVED
CORTEC 401(K) PLAN
401(k) retirement plan
Active participants
215
Accounts w/ balance
212
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
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)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORTEC LLC.
Plan sponsor
Name
CORTEC LLC
EIN
46-0504921
Address
208 EQUITY BLVD · HOUMA, LA · 70360
Phone
(985) 223-1966
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
2025-06-25
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
LAPORTE, APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
29 direct securities· $24.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Borrower, Lessor, Interest or Similar Party Description of Investment Cost Current Value Mutual Funds * Fidelity Growth Company K | — | — | — | $4.0M | 15.8% | |
| Fidelity Freedom 2045 K | — | — | — | $2.2M | 8.8% | |
| Fidelity Freedom 2050 K | — | — | — | $2.1M | 8.5% | |
| Fidelity Freedom 2030 K | — | — | — | $2.1M | 8.2% | |
| Fidelity OTC K6 | — | — | — | $2.0M | 7.8% | |
| Fidelity Freedom 2025 K | — | — | — | $1.6M | 6.3% | |
| Money Market * Fidelity Money Market Funds | — | — | — | $1.6M | 6.3% | |
| Fidelity Freedom 2055 K | — | — | — | $1.4M | 5.5% | |
| Fidelity Freedom 2035 K | — | — | — | $1.2M | 4.9% | |
| PIF Midcap Fund I | — | — | — | $1.1M | 4.3% | |
| Fidelity Freedom 2040 K | — | — | — | $790K | 3.1% | |
| Fidelity Total Market Index | — | — | — | $634K | 2.5% | |
| Fidelity Small Cap Index | — | — | — | $564K | 2.2% | |
| MFS Value R6 | — | — | — | $490K | 1.9% | |
| Fidelity Freedom 2060 K | — | — | — | $480K | 1.9% | |
| Fidelity International Index | — | — | — | $430K | 1.7% | |
| Fidelity International Cap Appreciation | — | — | — | $381K | 1.5% | |
| Fidelity Freedom 2065 K | — | — | — | $356K | 1.4% | |
| Fidelity Small Cap Value | — | — | — | $309K | 1.2% | |
| Fidelity Investment Grade Bond | — | — | — | $288K | 1.1% | |
| Fidelity Value K | — | — | — | $257K | 1.0% | |
| Loomis Core Plus Bond Y | — | — | — | $244K | 1.0% | |
| Fidelity Puritan K6 | — | — | — | $148K | 0.6% | |
| Fidelity Freedom 2020 K | — | — | — | $48K | 0.2% | |
| AB Small Cap Growth Portfolio Advisor Class | — | — | — | $40K | 0.2% | |
| Fidelity Freedom Income K | — | — | — | $8K | <0.1% | |
| Fidelity Freedom 2070 K | — | — | — | $5K | <0.1% | |
| Baird Short Term Bond Investor Class | — | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Index | — | — | — | $1K | <0.1% |