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Original filing (PDF)20251014104705NAL0002668225001
ELKEM SILICONES USA CORP.
Form 5500
FILING_RECEIVED
ELKEM SILICONES USA CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
242
Accounts w/ balance
315
Plan assets (EOY)
$61.5M
Net assets (EOY)
$61.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELKEM SILICONES USA CORP..
Plan sponsor
Name
ELKEM SILICONES USA CORP.
EIN
65-1296154
Address
2 TOWER CENTER BLVD · SUITE 1802 · EAST BRUNSWICK, NJ · 08816
Phone
(732) 227-2078
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH&BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $55K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | — | BROKER | $10K | — |
Investments
32 direct securities · 1 pooled fund· $61.5M(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
$59.3M
32 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price TRP Retirement 2035 | — | — | — | $8.4M | 13.7% | |
| T. Rowe Price TRP Retirement 2030 | — | — | — | $5.6M | 9.1% | |
| Fidelity Contrafund K6 | — | — | — | $5.4M | 8.8% | |
| Fidelity 500 Index Adv | — | — | — | $5.0M | 8.2% | |
| Fidelity Self-directed brokerage accounts | — | — | — | $4.6M | 7.5% | |
| T. Rowe Price TRP Retirement 2040 | — | — | — | $4.2M | 6.9% | |
| Vanguard Equity Income Adm | — | — | — | $3.2M | 5.1% | |
| T. Rowe Price TRP New Horizons | — | — | — | $2.6M | 4.3% | |
| T. Rowe Price TRP Retirement 2050 | — | — | — | $2.3M | 3.7% | |
| T. Rowe Price TRP Retirement 2025 | — | — | — | $2.2M | 3.6% | |
| T. Rowe Price TRP Retirement 2045 | — | — | — | $2.2M | 3.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.1M | 3.5% | |
| T. Rowe Price TRP Retirement 2020 | — | — | — | $1.9M | 3.1% | |
| Vanguard Lifestyle Growth | — | — | — | $1.7M | 2.8% | |
| T. Rowe Price TRP Retirement 2055 | — | — | — | $1.5M | 2.5% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $1.2M | 2.0% | |
| Fidelity Extended Market Index Adv | — | — | — | $1.2M | 2.0% | |
| Fidelity International Index Adv | — | — | — | $1.1M | 1.7% | |
| Vanguard Lifestyle Mod Growth | — | — | — | $901K | 1.5% | |
| Fidelity International Growth | — | — | — | $820K | 1.3% | |
| Dodge&Cox International Stock Fund | — | — | — | $667K | 1.1% | |
| T. Rowe Price TRP Retirement 2060 | — | — | — | $597K | 1.0% | |
| Notes receivables from participants | — | — | — | $570K | 0.9% | |
| Goldman Sachs Bond Fund R6 | — | — | — | $413K | 0.7% | |
| Fidelity US Bond Index Adv | — | — | — | $313K | 0.5% | |
| T. Rowe Price TRP Retirement 2065 | — | — | — | $274K | 0.4% | |
| Fidelity Government Money Market Fund | — | — | — | $209K | 0.3% | |
| Vanguard LifeStrategy Con Growth | — | — | — | $86K | 0.1% | |
| T. Rowe Price Short Term | — | — | — | $22K | <0.1% | |
| Vanguard Lifestyle Income | — | — | — | $14K | <0.1% | |
| T. Rowe Price TRP Retirement 2010 | — | — | — | $4K | <0.1% | |
| T. Rowe Price TRP Retirement Bal | — | — | — | $305 | <0.1% | |
| T. Rowe Price TRP Retirement 2015 | — | — | — | $136 | <0.1% |