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Original filing (PDF)20250923123441NAL0007333040001
OPTIMA CHEMICAL GROUP, LLC
Form 5500
FILING_RECEIVED
OPTIMA CHEMICAL GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
185
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIMA CHEMICAL GROUP, LLC.
Plan sponsor
Name
OPTIMA CHEMICAL GROUP, LLC
EIN
58-2264211
Address
200 WILLAHOOCHEE HIGHWAY · DOUGLAS, GA · 31533
Phone
(912) 383-0533
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLEMENTS, PURVIS & STEWART, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | ANNUITY AND INS OPS, NY | BROKER/ADVISER | $0 | — |
Investments
18 direct securities · 1 pooled fund· $11.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.3M
18 holdings
Common Collective Trust
$697K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNY M ELLON INST S&P 500 STK IX I M utual Fund x | — | — | — | $1.8M | 17.2% | |
| M FS CORE EQUITY FUND - R3 M utual Fund x | — | — | — | $1.2M | 12.1% | |
| M FS CORPORATE BOND R3 M utual Fund x | — | — | — | $1.2M | 11.9% | |
| M FS TOTAL RETURN FUND - R3 M utual Fund x | — | — | — | $1.0M | 10.1% | |
| AM ERICAN FDS GRTH FD OF AM ER R3 M utual Fund x | — | — | — | $926K | 9.0% | |
| M FS VALUE R3 M utual Fund x | — | — | — | $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 | — | — | — | $693K | 6.8% | |
| AM ERICAN FUNDS EUROPACIFIC - R3 M utual Fund x | — | — | — | $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 | — | — | — | $492K | 4.8% | |
| M FS INTERNAT ' L NEW DISCOVERY - R3 M utual Fund x | — | — | — | $411K | 4.0% | |
| UBS US SM ALL CAP GROWTH FUND - A M utual Fund x | — | — | — | $350K | 3.4% | |
| T. ROWE PRICE RETIRE 2030 - ADV M utual Fund x | — | — | — | $236K | 2.3% | |
| BNY M ELLON SM ALLCAP STK IX INV M utual Fund x | — | — | — | $232K | 2.3% | |
| BNY M ELLON M IDCAP IX INV M utual Fund x | — | — | — | $208K | 2.0% | |
| T. ROWE PRICE RETIRE 2050 - ADV M utual Fund x | — | — | — | $152K | 1.5% | |
| T. ROWE PRICE RETIRE 2045 - ADV M utual Fund x | — | — | — | $53K | 0.5% | |
| ISHARES M SCI EAFE INT'L INDEX A M utual Fund x | — | — | — | $18K | 0.2% | |
| T. ROWE PRICE RETIRE 2020 - ADV M utual Fund x | — | — | — | $16K | 0.2% |
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