How big is Altivia Petrochemicals, LLC's plan?

Altivia Petrochemicals, LLC's plan reported $33.7M in assets and 450 participants for 2024.

Original filing (PDF)20251223110243NAL0006068739001

Altivia Petrochemicals, LLC

Name: Altivia Petrochemicals, LLC — Altivia 401(k) Plan, Form 5500 (2024)
Creator: Altivia Petrochemicals, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Altivia 401(k) Plan

401(k) retirement plan · Altivia Petrochemicals, LLC's Altivia 401(k) Plan held $33.7M in plan assets for 450 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late filing · 1.2 mo

Active participants

450

Accounts w/ balance

369

Plan assets (EOY)

$33.7M

Net assets (EOY)

$33.7M

People on this filing

Travis Boyle signed Altivia Petrochemicals, LLC's 2024 Form 5500 as plan administrator.

Travis Boyle — 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

Altivia Petrochemicals, LLC's EIN is 47-4927987.

EIN 47-4927987

Plan number 001

Plan year 2024

ACK ID 20251223110243NAL0006068739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Altivia Petrochemicals, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Altivia Petrochemicals, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTIVIA PETROCHEMICALS, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Filed 1.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

ALTIVIA PETROCHEMICALS, LLC

EIN

all filings

Address

1100 LOUISIANA ST · STE 1800 · HOUSTON, TX · 77002

Phone

(713) 658-9000

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

2025-12-23

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)

3B · Covers self-employed individuals

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

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$50K	—

Investments

27 direct securities· $32.7M(97% of reported assets)

Mutual Funds

$27.1M

20 holdings

Common Collective Trusts

$4.6M

5 holdings

Other securities

$1.0M

2 holdings

					% of plan
American Funds Amer Funds Trgt Date Ret 2035 R6	Mutual Funds	—	—	$4.0M	11.8%
American Funds Amer Funds Trgt Date Ret 2040 R6	Mutual Funds	—	—	$3.7M	11.0%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$3.6M	10.6%
American Funds Amer Funds Trgt Date Ret 2050 R6	Mutual Funds	—	—	$2.5M	7.6%
American Funds Amer Funds Trgt Date Ret 2030 R6	Mutual Funds	—	—	$2.5M	7.5%
American Funds Amer Funds Trgt Date Ret 2045 R6	Mutual Funds	—	—	$2.4M	7.1%
American Funds Amer Funds Trgt Date Ret 2055 R6	Mutual Funds	—	—	$2.1M	6.4%
American Funds Amer Funds Trgt Date Ret 2020 R6	Mutual Funds	—	—	$1.9M	5.6%
American Funds Amer Funds Trgt Date Ret 2025 R6	Mutual Funds	—	—	$1.8M	5.4%
Fidelity Government Cash Reserves	Mutual Funds	—	—	$1.5M	4.6%
MFS Investment Management MFS Growth Fund Class R3	Mutual Funds	—	—	$1.3M	3.8%
American Funds Amer Funds Trgt Date Ret 2060 R6	Mutual Funds	—	—	$1.0M	3.0%
JP Morgan JPMorgan Mid Cap Growth Fund Class R6	Other securities	—	—	$743K	2.2%
Fidelity Small Cap Growth K6 Fund	Mutual Funds	—	—	$617K	1.8%
American Funds Amer Funds Trgt Date Ret 2065 R6	Mutual Funds	—	—	$547K	1.6%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$432K	1.3%
MFS Investment Management MFS Blended Research International Equity Fund Cla	Mutual Funds	—	—	$415K	1.2%
Columbia Threadneedle Columbia Dividend Income Fund Advisor Class	Other securities	—	—	$265K	0.8%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$262K	0.8%
Fidelity Total Bond Fund	Mutual Funds	—	—	$229K	0.7%
Fidelity International Index Fund	Common Collective Trusts	—	—	$200K	0.6%
MFS Investment Management MFS Investment Management	Mutual Funds	—	—	$186K	0.6%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$176K	0.5%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$131K	0.4%
Franklin Templeton Investments Franklin Small Cap Value Fund Class R6	Mutual Funds	—	—	$97K	0.3%
American Funds Amer Funds Trgt Date Ret 2015 R6	Mutual Funds	—	—	$62K	0.2%
American Funds Amer Funds Trgt Date Ret 2010 R6	Mutual Funds	—	—	$3K	<0.1%