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Original filing (PDF)20250611191349NAL0016030609001
INGENIA POLYMERS, INC.
Form 5500
FILING_RECEIVED
INGENIA POLYMERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
227
Accounts w/ balance
258
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
8 pooled trusts
Schedule D
26 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
- 65 bps in Schedule C fees — 124% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INGENIA POLYMERS, INC..
Plan sponsor
Name
INGENIA POLYMERS, INC.
EIN
73-1443650
Address
2222 APPELT DRIVE · HOUSTON, TX · 77015
Phone
(713) 296-1552
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
2025-06-11
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROBERTSON & ROBERTSON PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
Investments
19 direct securities · 8 pooled funds· $11.1M(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.
Common Collective Trust
$5.8M
8 holdings
Registered Investment Companies
$5.3M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.6M | 14.3% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $1.2M | 10.7% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.0M | 9.2% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $754K | 6.8% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $705K | 6.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $676K | 6.1% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $671K | 6.1% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $521K | 4.7% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $517K | 4.7% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $412K | 3.7% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $359K | 3.2% | |
| NORTHERN MID CAP INDEX SHR | Registered Investment Companies | — | — | $331K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $253K | 2.3% | |
| JPMORGAN SMALL CAP EQUITY R6 | Registered Investment Companies | — | — | $248K | 2.2% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $236K | 2.1% | |
| INTERNATIONAL EQUITY R1 WILMINGTONTRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $229K | 2.1% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $222K | 2.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $218K | 2.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $201K | 1.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $201K | 1.8% | |
| FID INTERNATIONAL INDEX 174 REGISTERED INVESTMENT COMPANY CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $180K | 1.6% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $169K | 1.5% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $61K | 0.5% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $59K | 0.5% | |
| COL LIMITED DURATION CREDIT I3 | Registered Investment Companies | — | — | $37K | 0.3% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |
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