Back to filter
Original filing (PDF)20251014141250NAL0004206096001
CHEM TECH SERVICES, INC.
Form 5500
FILING_RECEIVED
CHEM TECH SERVICES 401K PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
200
Accounts w/ balance
136
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
26 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)
94
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Transamerica LifeGoal 2035 with BlackRock RetOpt" is 27% of plan.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEM TECH SERVICES, INC..
Plan sponsor
Name
CHEM TECH SERVICES, INC.
EIN
75-1724696
Address
PO BOX 1619 · LEVELLAND, TX · 79336
Phone
(806) 894-8172
Industry
Wholesale Tradesee 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
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOLINGER SEGARS GILBERT & MOSS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INS CO | 39-0989781 | — | RECORDKEEPER | $12K | — |
| PENTEC PENSION MGMT | 75-2776689 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO L.P, | 43-0345811 | — | INV ADVISORY - PLAN | $32K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INV ADVISORY - PLAN | $1K | — |
Investments
2 direct securities · 26 pooled funds· $7.6M(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
$7.2M
26 holdings
Uncategorized
$368K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TA LIFEGOAL 2035 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $2.1M | 27.4% | |
| TA LIFEGOAL 2050 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $1.2M | 15.3% | |
| TA LIFEGOAL 2045 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $839K | 11.1% | |
| TA LIFEGOAL 2030 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $702K | 9.3% | |
| TA LIFEGOAL 2055 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $684K | 9.0% | |
| TA LIFEGOAL 2025 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $463K | 6.1% | |
| TA LIFEGOAL 2040 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $456K | 6.0% | |
| Notes Receivable from Participants 4.25% - 9.50% | — | — | — | $315K | 4.2% | |
| TA LIFEGOAL 2060 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $291K | 3.8% | |
| TA LIFEGOAL RET W/BLACKROCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $116K | 1.5% | |
| STATE ST RUSSELL LG CAP GR IND RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $114K | 1.5% | |
| JP MORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $65K | 0.9% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $56K | 0.7% | |
| Transamerica Stable Value Core Option | — | — | — | $53K | 0.7% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $38K | 0.5% | |
| TA INTERNATIONAL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $38K | 0.5% | |
| STATE ST S&P MID CAP IND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $34K | 0.4% | |
| TA CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 189 | Pooled Separate Account | — | — | $28K | 0.4% | |
| TA PARTNERS STCK INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $13K | 0.2% | |
| MFS GLOBAL REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 403 | Pooled Separate Account | — | — | $10K | 0.1% | |
| MFS MID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 405 | Pooled Separate Account | — | — | $10K | 0.1% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $7K | <0.1% | |
| TA HIGH YIELD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $5K | <0.1% | |
| BRANDYWINE GLOBAL OPP BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 040 | Pooled Separate Account | — | — | $4K | <0.1% | |
| JP MORGAN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 410 | Pooled Separate Account | — | — | $4K | <0.1% | |
| BLACKROCK GLOBAL ALLOC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 951 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TA LIFEGOAL 2065 W/BLACKROCK RET OP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $548 | <0.1% | |
| STATE ST RUSSELL SM CAP IND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $117 | <0.1% |