How big is Chemtrade Logistics, U.S. Inc.'s plan?

Chemtrade Logistics, U.S. Inc.'s plan reported $168.0M in assets and 757 participants for 2024.

Original filing (PDF)20251006170150NAL0002057411001

Chemtrade Logistics, U.S. Inc.

Name: Chemtrade Logistics, U.S. Inc. — Chemtrade 401(k), Form 5500 (2024)
Creator: Chemtrade Logistics, U.S. Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Chemtrade 401(k) Plan

401(k) retirement plan · Chemtrade Logistics, U.S. Inc.'s Chemtrade 401(k) Plan held $168.0M in plan assets for 757 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 3

34% employer stockCorrective distributions issuedSelf-directed brokerage offered

Active participants

757

Accounts w/ balance

1,161

Plan assets (EOY)

$168.0M

Net assets (EOY)

$168.0M

Plan identifiers

Chemtrade Logistics, U.S. Inc.'s EIN is 52-2328922.

EIN 52-2328922

Plan number 001

Plan year 2024

ACK ID 20251006170150NAL0002057411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chemtrade Logistics, U.S. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chemtrade Logistics, U.S. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

CHEMTRADE LOGISTICS, U.S. INC.

EIN

all filings

Address

—

Phone

(647) 259-3443

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

2025-10-06

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)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	41-0417830	—	NONE	$87K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP	33-0818667	—	NONE	$39K	—
GALLAGHER BENEFIT SERVICES

Investments

29 direct securities · 1 pooled fund· $318.4M(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.

Pooled Separate Account

$152.3M

1 holding

Mutual Funds

$105.5M

19 holdings

Common Stocks

$57.2M

7 holdings

Bonds / Notes

$1.5M

1 holding

Common Collective Trusts

$1.2M

1 holding

Self-Directed Brokerage

$749K

1 holding

					% of plan
MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900	Pooled Separate Account	—	—	$152.3M	90.7%
Minnesota Life Insurance Co. Vanguard Total Stk Mkt Index	Mutual Funds	—	—	$29.7M	17.7%
Minnesota Life Insurance Co. Macquarie Large Cap Growth	Common Stocks	—	—	$19.1M	11.4%
Investments at contract value * Minnesota Life Insurance Co. MN Life Guaranteed Return Account	Common Stocks	—	—	$13.4M	8.0%
Minnesota Life Insurance Co. Vanguard Instl Target 2030	Mutual Funds	—	—	$8.0M	4.8%
Minnesota Life Insurance Co. Vanguard Instl Target 2025	Mutual Funds	—	—	$8.0M	4.8%
Minnesota Life Insurance Co. JPMorgan Large Cap Value R6	Common Stocks	—	—	$7.1M	4.2%
Minnesota Life Insurance Co. DFA U.S. Small Cap Portfolio	Mutual Funds	—	—	$7.0M	4.2%
Minnesota Life Insurance Co. Vanguard Intermediate Bond	Mutual Funds	—	—	$7.0M	4.2%
Minnesota Life Insurance Co. Vanguard Instl Target 2035	Mutual Funds	—	—	$6.6M	3.9%
Minnesota Life Insurance Co. Dodge & Cox Intl Stock Fund	Mutual Funds	—	—	$6.2M	3.7%
Minnesota Life Insurance Co. Wellington Disclp US Eq	Common Stocks	—	—	$5.7M	3.4%
Minnesota Life Insurance Co. Disciplined Growth – Mid Cap Ivy	Common Stocks	—	—	$5.4M	3.2%
Minnesota Life Insurance Co. DFA U.S. Targeted Value Port	Mutual Funds	—	—	$5.0M	3.0%
Minnesota Life Insurance Co. DFA Infl-Protected Sec Port, I	Mutual Funds	—	—	$4.8M	2.9%
Minnesota Life Insurance Co. Vanguard Instl Target 2040	Mutual Funds	—	—	$4.7M	2.8%
Minnesota Life Insurance Co. Vanguard Instl Target 2050	Mutual Funds	—	—	$4.3M	2.5%
Minnesota Life Insurance Co. Vanguard Instl Target 2045	Mutual Funds	—	—	$4.1M	2.4%
Minnesota Life Insurance Co. ClearBridge Intl Growth Class A	Common Stocks	—	—	$3.5M	2.1%
Minnesota Life Insurance Co. T. Rowe Price Mid Cap Val Fund	Common Stocks	—	—	$3.0M	1.8%
Minnesota Life Insurance Co. Vanguard Instl Target 2055	Mutual Funds	—	—	$2.9M	1.7%
Minnesota Life Insurance Co. Vanguard Instl Target 2060	Mutual Funds	—	—	$2.1M	1.3%
Minnesota Life Insurance Co. Vanguard Instl Target 2020	Mutual Funds	—	—	$2.0M	1.2%
Notes receivable * Notes receivable from participants 4.25%-10.50% through December 2029	Bonds / Notes	—	—	$1.5M	0.9%
Minnesota Life Insurance Co. Vanguard Instl Target	Mutual Funds	—	—	$1.2M	0.7%
Minnesota Life Insurance Co. Nuveen Intl Eq Idx R6	Common Collective Trusts	—	—	$1.2M	0.7%
Minnesota Life Insurance Co. DFA Global Ret Security	Mutual Funds	—	—	$1.1M	0.6%
Minnesota Life Insurance Co. Vanguard Instl Target 2065	Mutual Funds	—	—	$908K	0.5%
Self-Directed Funds Charlies Schwab Self-directed brokerage amounts	Self-Directed Brokerage	—	—	$749K	0.4%
Minnesota Life Insurance Co. Vanguard Instl Target 2070	Mutual Funds	—	—	$2K	<0.1%