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Original filing (PDF)20251014055226NAL0003248240001
LG CHEM AMERICA
Form 5500
FILING_RECEIVED
LG CHEM AMERICA 401(K) RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
501
Accounts w/ balance
599
Plan assets (EOY)
$56.1M
Net assets (EOY)
$56.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
- 28 bps in Schedule C fees — 73% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LG CHEM AMERICA.
Plan sponsor
Name
LG CHEM AMERICA
EIN
80-0356966
Address
3475 PIEDMONT RD. NE · SUITE 1200 · ATLANTA, GA · 30305
Phone
(404) 998-6537
Industry
Admin Support & Waste Mgmtsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KLICHS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $65K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $91K | — |
Investments
37 direct securities · 1 pooled fund· $55.2M(98% 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.
Registered Investment Companies
$55.2M
37 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $8.7M | 15.6% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $7.9M | 14.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $3.9M | 6.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $3.9M | 6.9% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $3.5M | 6.2% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $3.0M | 5.4% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.5M | 4.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $2.3M | 4.2% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $2.1M | 3.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.9M | 3.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $1.6M | 2.8% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $1.5M | 2.7% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.5M | 2.7% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $1.5M | 2.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1.4M | 2.4% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.0M | 1.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $1.0M | 1.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $960K | 1.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $832K | 1.5% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $739K | 1.3% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $721K | 1.3% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $609K | 1.1% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $420K | 0.7% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $288K | 0.5% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $250K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $249K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $181K | 0.3% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $125K | 0.2% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $102K | 0.2% | |
| PIM GLOB BD OPP USDHDG - INST | Registered Investment Companies | — | — | $101K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $100K | 0.2% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $90K | 0.2% | |
| JHANCOCK DISC VAL INTL FUND R6 | Registered Investment Companies | — | — | $73K | 0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $31K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| FIDELITY MANAGED INCOME PORT 2 FIDELITY INV INST CO INC · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |