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Original filing (PDF)20251015111336NAL0004679761001
LION ELASTOMERS LLC UNION
Form 5500
FILING_RECEIVED
LION ELASTOMERS LLC 401(K) PLAN FOR UNION EMPLOYEES
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
182
Accounts w/ balance
204
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LION ELASTOMERS LLC UNION.
Plan sponsor
Name
LION ELASTOMERS LLC UNION
EIN
81-0618752
Address
1615 MAIN STREET · PORT NECHES, TX · 77651
Phone
(409) 724-8730
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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $10K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities· $21.4M(100% of reported assets)
Uncategorized
$21.4M
28 holdings
Mutual Funds
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2030 Fund | — | — | — | $4.1M | 19.2% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $2.9M | 13.8% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $2.4M | 11.4% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $1.7M | 7.9% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $1.4M | 6.8% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 6.7% | |
| Federated Institutional Trust Federated Institutional High Yield Bond Fund ** 182 * Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $1.2M | 5.5% | |
| Loans to participants Principal balances ranging up to $43,366 accruing interest at rates - | — | — | — | $1.2M | 5.5% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $1.2M | 5.4% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $912K | 4.3% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $768K | 3.6% | |
| Fidelity Management Trust Company Fidelity Small Cap Index Fund | — | — | — | $279K | 1.3% | |
| Janus Capital Group Janus Henderson Enterprise N Fund | — | — | — | $272K | 1.3% | |
| MFS Investment Management MFS Massachusetts Investor Growth Stk R6 Holdings Fund | — | — | — | $270K | 1.3% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index Fund | — | — | — | $207K | 1.0% | |
| American Funds American Funds The Bond Fund of America R6 | — | — | — | $176K | 0.8% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund | — | — | — | $164K | 0.8% | |
| American Funds American Funds American Balanced Fund Class R6 | — | — | — | $146K | 0.7% | |
| Janus Capital Group Janus Henderson Global Equity Income Fund | — | — | — | $134K | 0.6% | |
| Fidelity Management Trust Company Fidelity International Index Fund | — | — | — | $118K | 0.6% | |
| Invesco Developing Markets Fund Class R6 | — | — | — | $104K | 0.5% | |
| Money Market Fund * Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $94K | 0.4% | |
| American Century American Century Small Cap Growth Fund R6 Class | — | — | — | $88K | 0.4% | |
| JPMorgan JP Morgan Small Cap Value Fund Class R6 | — | — | — | $66K | 0.3% | |
| PIMCO Income Fund Institutional Class | — | — | — | $19K | <0.1% | |
| The Vanguard Group Vanguard Target Retirement Income Fund | — | — | — | $13K | <0.1% | |
| American Beacon American Beacon Large Cap Value Fund Class R6 | Mutual Funds | — | — | $9K | <0.1% | |
| The Vanguard Group Vanguard Selected Value Fund Investor Shares | — | — | — | $8K | <0.1% | |
| BlackRock Inflation Protected Bond Fund Class K | — | — | — | $4K | <0.1% |
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