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Original filing (PDF)20251006170150NAL0002057411001
CHEMTRADE LOGISTICS, U.S. INC.
Form 5500
FILING_RECEIVED
CHEMTRADE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
757
Accounts w/ balance
1,161
Plan assets (EOY)
$168.0M
Net assets (EOY)
$168.0M
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 (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 CHEMTRADE LOGISTICS, U.S. INC..
Plan sponsor
Name
CHEMTRADE LOGISTICS, U.S. INC.
EIN
52-2328922
Address
—
Phone
(647) 259-3443
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
2025-10-06
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 41-0417830 | — | NONE | $87K | — |
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $39K | — |
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | NONE | $17K | — |
| CROWE LLP | 35-0921680 | — | NONE | $8K | — |
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.
Uncategorized
$166.1M
29 holdings
Pooled Separate Account
$152.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $29.7M | 17.7% | |
| Minnesota Life Insurance Co. Macquarie Large Cap Growth | — | — | — | $19.1M | 11.4% | |
| Investments at contract value * Minnesota Life Insurance Co. MN Life Guaranteed Return Account | — | — | — | $13.4M | 8.0% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2030 | — | — | — | $8.0M | 4.8% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2025 | — | — | — | $8.0M | 4.8% | |
| Minnesota Life Insurance Co. JPMorgan Large Cap Value R6 | — | — | — | $7.1M | 4.2% | |
| Minnesota Life Insurance Co. DFA U.S. Small Cap Portfolio | — | — | — | $7.0M | 4.2% | |
| Minnesota Life Insurance Co. Vanguard Intermediate Bond | — | — | — | $7.0M | 4.2% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2035 | — | — | — | $6.6M | 3.9% | |
| Minnesota Life Insurance Co. Dodge & Cox Intl Stock Fund | — | — | — | $6.2M | 3.7% | |
| Minnesota Life Insurance Co. Wellington Disclp US Eq | — | — | — | $5.7M | 3.4% | |
| Minnesota Life Insurance Co. Disciplined Growth – Mid Cap Ivy | — | — | — | $5.4M | 3.2% | |
| Minnesota Life Insurance Co. DFA U.S. Targeted Value Port | — | — | — | $5.0M | 3.0% | |
| Minnesota Life Insurance Co. DFA Infl-Protected Sec Port, I | — | — | — | $4.8M | 2.9% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2040 | — | — | — | $4.7M | 2.8% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2050 | — | — | — | $4.3M | 2.5% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2045 | — | — | — | $4.1M | 2.4% | |
| Minnesota Life Insurance Co. ClearBridge Intl Growth Class A | — | — | — | $3.5M | 2.1% | |
| Minnesota Life Insurance Co. T. Rowe Price Mid Cap Val Fund | — | — | — | $3.0M | 1.8% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2055 | — | — | — | $2.9M | 1.7% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2060 | — | — | — | $2.1M | 1.3% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2020 | — | — | — | $2.0M | 1.2% | |
| Notes receivable * Notes receivable from participants 4.25%-10.50% through December 2029 | — | — | — | $1.5M | 0.9% | |
| Minnesota Life Insurance Co. Vanguard Instl Target | — | — | — | $1.2M | 0.7% | |
| Minnesota Life Insurance Co. Nuveen Intl Eq Idx R6 | — | — | — | $1.2M | 0.7% | |
| Minnesota Life Insurance Co. DFA Global Ret Security | — | — | — | $1.1M | 0.6% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2065 | — | — | — | $908K | 0.5% | |
| Self-Directed Funds Charlies Schwab Self-directed brokerage amounts | — | — | — | $749K | 0.4% | |
| Minnesota Life Insurance Co. Vanguard Instl Target 2070 | — | — | — | $2K | <0.1% |