Amanda Minix signed Optima Chemical Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optima Chemical Group, LLC's EIN is 58-2264211.
Download the official 2024 Form 5500 (PDF) for Optima Chemical Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optima Chemical Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | ANNUITY AND INS OPS, NY | BROKER/ADVISER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BNY M ELLON INST S&P 500 STK IX I M utual Fund x | Common Collective Trusts | — | — | $1.8M | 17.2% | |
| M FS CORE EQUITY FUND - R3 M utual Fund x | Other securities | — | — | $1.2M | 12.1% | |
| M FS CORPORATE BOND R3 M utual Fund x | Other securities | — | — | $1.2M | 11.9% | |
| M FS TOTAL RETURN FUND - R3 M utual Fund x | Other securities | — | — | $1.0M | 10.1% | |
| AM ERICAN FDS GRTH FD OF AM ER R3 M utual Fund x | Other securities | — | — | $926K | 9.0% | |
| M FS VALUE R3 M utual Fund x | Other securities | — | — | $701K | 6.8% | |
| INVESCO STABLE VALUE TRUST V INVESCO COLLECTIVE TRUST FUND · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $697K | 6.8% | |
| INVESCO STABLE VALUE TRUST V Common/Collective Trust x | Stable Value | — | — | $693K | 6.8% | |
| AM ERICAN FUNDS EUROPACIFIC - R3 M utual Fund x | Other securities | — | — | $503K | 4.9% | |
| VOYA GLOBAL PERSPECTIVES PORT A M utual Fund x 777 E V ATLANTA CAPITAL SM ID-CAP-A M utual Fund x | Other securities | — | — | $492K | 4.8% | |
| M FS INTERNAT ' L NEW DISCOVERY - R3 M utual Fund x | Other securities | — | — | $411K | 4.0% | |
| UBS US SM ALL CAP GROWTH FUND - A M utual Fund x | Other securities | — | — | $350K | 3.4% | |
| T. ROWE PRICE RETIRE 2030 - ADV M utual Fund x | Other securities | — | — | $236K | 2.3% | |
| BNY M ELLON SM ALLCAP STK IX INV M utual Fund x | Other securities | — | — | $232K | 2.3% | |
| BNY M ELLON M IDCAP IX INV M utual Fund x | Other securities | — | — | $208K | 2.0% | |
| T. ROWE PRICE RETIRE 2050 - ADV M utual Fund x | Other securities | — | — | $152K | 1.5% | |
| T. ROWE PRICE RETIRE 2045 - ADV M utual Fund x | Other securities | — | — | $53K | 0.5% | |
| ISHARES M SCI EAFE INT'L INDEX A M utual Fund x | Other securities | — | — | $18K | 0.2% | |
| T. ROWE PRICE RETIRE 2020 - ADV M utual Fund x | Other securities | — | — | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
