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Original filing (PDF)20251013135449NAL0001369089001
ELEMENTIS GLOBAL LLC
Form 5500
FILING_RECEIVED
ELEMENTIS GLOBAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
431
Plan assets (EOY)
$89.5M
Net assets (EOY)
$89.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEMENTIS GLOBAL LLC.
Plan sponsor
Name
ELEMENTIS GLOBAL LLC
EIN
51-0357741
Address
469 OLD TRENTON ROAD · EAST WINDSOR, NJ · 08512
Phone
(609) 443-2485
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $159K | — |
Investments
29 direct securities · 1 pooled fund· $89.5M(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.
Uncategorized
$88.5M
29 holdings
Master Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option | — | — | — | $12.3M | 13.8% | |
| Fidelity 500 Index Fund | — | — | — | $10.7M | 11.9% | |
| JP Morgan Large Growth R6 Fund | — | — | — | $9.6M | 10.7% | |
| Vanguard Institutional Target Retirement 2030 Inst Fund | — | — | — | $6.3M | 7.0% | |
| Vanguard Institutional Target Retirement 2040 Inst Fund | — | — | — | $5.1M | 5.8% | |
| Vanguard Institutional Target Retirement 2035 Inst Fund | — | — | — | $4.3M | 4.8% | |
| Vanguard Institutional Target Retirement 2045 Inst Fund | — | — | — | $3.8M | 4.3% | |
| Vanguard Institutional Target Retirement 2025 Inst Fund | — | — | — | $3.3M | 3.7% | |
| Self Directed Brokerage Account | — | — | — | $3.1M | 3.5% | |
| Vanguard Equity-Income Adm Fund | — | — | — | $3.1M | 3.4% | |
| Vanguard Institutional Target Retirement 2050 Inst Fund | — | — | — | $2.9M | 3.2% | |
| MassMutual Mid Cap Growth I Fund | — | — | — | $2.8M | 3.2% | |
| Vanguard Institutional Target Retirement 2020 Inst Fund | — | — | — | $2.7M | 3.0% | |
| Vanguard International Growth Admiral Fund | — | — | — | $2.5M | 2.8% | |
| Vanguard Explorer Admiral Fund | — | — | — | $2.1M | 2.4% | |
| Virtus NFJ Mid-Cap Value R6 Fund | — | — | — | $2.1M | 2.3% | |
| Vanguard Institutional Target Retirement 2055 Inst Fund | — | — | — | $1.8M | 2.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.6M | 1.8% | |
| PGIM Total Return Bond R6 Fund | — | — | — | $1.6M | 1.7% | |
| Vanguard Target Retirement Income Inv Fund | — | — | — | $1.4M | 1.5% | |
| Janus Henderson Small Cap Value N Fund | — | — | — | $1.1M | 1.2% | |
| ELEMENTIS UNITIZED STOCK FUND ELEMENTIS WORLDWIDE INC · EIN 51-0357741 / PN 019 | Master Trust | — | — | $1.0M | 1.1% | |
| Fidelity US Bond Index Fund | — | — | — | $1.0M | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.0M | 1.1% | |
| Fidelity Total International Index Fund | — | — | — | $786K | 0.9% | |
| Notes Receivable from Participants, Various Maturity Dates Through 2029; Interest Rates at 3.25% to 8.50% | — | — | — | $594K | 0.7% | |
| Vanguard Institutional Target Retirement 2060 Inst Fund | — | — | — | $441K | 0.5% | |
| Victory Trivalent International Small Cap R6 Fund | — | — | — | $270K | 0.3% | |
| Vanguard Institutional Target Retirement 2070 Inst Fund | — | — | — | $183K | 0.2% | |
| Vanguard Institutional Target Retirement 2065 Inst Fund | — | — | — | $100K | 0.1% |
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