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Original filing (PDF)20251006115610NAL0002037091001
TPC GROUP LLC
Form 5500
FILING_RECEIVED
TPC GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
537
Accounts w/ balance
676
Plan assets (EOY)
$164.9M
Net assets (EOY)
$164.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
30 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TPC GROUP LLC.
Plan sponsor
Name
TPC GROUP LLC
EIN
74-1778313
Address
500 DALLAS ST. · SUITE 2000 · HOUSTON, TX · 77002
Phone
(713) 475-5290
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
2025-10-06
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
DOERENMAYHEWASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $73K | — |
Investments
25 direct securities · 8 pooled funds· $208.8M(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
$145.3M
25 holdings
Common Collective Trust
$63.4M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AC RD 2065 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $40.8M | 24.7% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $30.1M | 18.3% | |
| JPMorgan Large Cap Growth Fund - R6 | — | — | — | $19.0M | 11.5% | |
| CT STABLE INC I-15 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 066 | Common Collective Trust | — | — | $9.7M | 5.9% | |
| MFS International Diversification Fund Class R4 | — | — | — | $9.3M | 5.6% | |
| Global Trust Co. American Century Retirement Date 2030 Trust III | — | — | — | $8.6M | 5.2% | |
| Fidelity Investments Fidelity Balanced Fund | — | — | — | $7.6M | 4.6% | |
| Fidelity Investments Fidelity Extended Market Index Premium Class | — | — | — | $7.4M | 4.5% | |
| Global Trust Co. American Century Retirement Date 2045 Trust III | — | — | — | $6.9M | 4.2% | |
| Global Trust Co. American Century Retirement Date 2050 Trust III | — | — | — | $6.5M | 3.9% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $5.6M | 3.4% | |
| Neuberger Berman Neuberger Berman Small Cap Growth (GG) Trust Class R | — | — | — | $5.2M | 3.1% | |
| NB SM CP GR TR R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $5.2M | 3.1% | |
| Global Trust Co. American Century Retirement Date 2035 Trust III | — | — | — | $5.1M | 3.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $4.6M | 2.8% | |
| FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.8% | |
| Global Trust Co. American Century Retirement Date 2040 Trust III | — | — | — | $4.5M | 2.7% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class I | — | — | — | $4.4M | 2.6% | |
| Global Trust Co. American Century Retirement Date 2025 Trust III | — | — | — | $3.2M | 1.9% | |
| Global Trust Co. American Century Retirement Date 2055 Trust III | — | — | — | $2.9M | 1.8% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $2.8M | 1.7% | |
| Fidelity Investments Fidelity Total Bond K6 Fund | — | — | — | $2.7M | 1.7% | |
| Global Trust Co. American Century In Retirement Trust III | — | — | — | $2.7M | 1.6% | |
| Participant loans to participants at annual interest rates ranging from 4.25% to 9.50%, varying maturity dates | — | — | — | $2.7M | 1.6% | |
| Global Trust Co. American Century Inflation Adjusted Bond Fund R5 Class | — | — | — | $1.9M | 1.1% | |
| FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.9% | |
| FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| Fidelity Investments Fidelity Small Cap Value Fund | — | — | — | $1.2M | 0.7% | |
| Comerica Bank & Trust FIT Moderately Conservative Portfolio Class D | — | — | — | $297K | 0.2% | |
| FIT MOD CONSRV D COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $297K | 0.2% | |
| FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $258K | 0.2% | |
| Global Trust Co. American Century Retirement Date 2060 Trust III | — | — | — | $254K | 0.2% | |
| Global Trust Co. American Century Retirement Date 2065 Trust III | — | — | — | $134K | <0.1% |
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