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Original filing (PDF)20250929130528NAL0012201792001
EVONIK CORPORATION
Form 5500
FILING_RECEIVED
EVONIK CORPORATION 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
4,694
Accounts w/ balance
6,240
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
11 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 81% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVONIK CORPORATION.
Plan sponsor
Name
EVONIK CORPORATION
EIN
63-0673043
Address
2 TURNER PLACE · PISCATAWAY, NJ · 08854
Phone
(732) 981-5000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $415K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $106K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $64K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDERMOTT WILL & EMERY LLP | — | CHICAGO, IL | ATTORNEY | $575K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | OTHER | $175K | — |
| LONGEVITY HOLDING INC. DBA THE BERW | — | CHICAGO, IL | OTHER | $6K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $5K | — |
Investments
5 direct securities · 11 pooled funds· $1.5B(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
$574.4M
5 holdings
Common Collective Trust
$534.3M
6 holdings
Uncategorized
$393.6M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST SANDP 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $235.1M | 15.8% | |
| Empow er Annuity Insurance Company Prudential Stable Value Fund | — | — | — | $208.2M | 14.0% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $194.0M | 13.0% | |
| CAPITAL GROUP EUROPACIFIC GROWTH FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $142.0M | 9.5% | |
| American Beacon American Beacon Large Cap Value | — | — | — | $129.6M | 8.7% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $122.8M | 8.2% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $120.6M | 8.1% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $61.6M | 4.1% | |
| PIMCO RAE US SMALL CIT CL FD GREAT GRAY · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $60.4M | 4.1% | |
| MID CAP GROWTH / WESTFIELD CAPITAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 560 | Pooled Separate Account | — | — | $56.3M | 3.8% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $54.5M | 3.7% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $42.4M | 2.8% | |
| to 9.50% through May 2054 | — | — | — | $20.4M | 1.4% | |
| State Street US Bond Index | — | — | — | $19.2M | 1.3% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $19.2M | 1.3% | |
| Empow er Trust Company, LLC Self-Directed Brokerage Accounts | — | — | — | $16.2M | 1.1% |