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Original filing (PDF)20240401125703NAL0010652577001
REF-CHEM, L.P.
Form 5500
FILING_RECEIVED
REF-CHEM RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
17 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REF-CHEM, L.P..
Plan sponsor
Name
REF-CHEM, L.P.
EIN
75-1294894
Address
3014 SOUTH SAM HOUSTON PKWY EAST · HOUSTON, TX · 77047
Phone
(432) 332-8531
Industry
Constructionsee all
Plan administrator
Name
RETIREMENT PLAN COMMITTEE
EIN
43-1393692
City
KANSAS CITY, MO
Phone
(816) 333-9400
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-07-31
Filed
2024-04-01
Pension benefit codes
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
Investments
17 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK MIDCP EQ INDEX M FD BLACKROCK INST TRUST CO · EIN 45-4378115 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK US DEBT INDEX M FUND BLACKROCK INST TRUST CO · EIN 45-4395752 / PN 001 | Common Collective Trust | $0 | — |
| BLKROCK RUSSELL 2000 IDX M FD BLACKROCK INST TRUST CO · EIN 45-4352603 / PN 001 | Common Collective Trust | $0 | — |
| US EQUITY INDEX J FUND BLACKROCK INST TRUST CO · EIN 35-2439538 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD RET SAVINGS TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TAR RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | $0 | — |
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