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Original filing (PDF)20251014133603NAL0003045121001
BAYPORT POLYMERS LLC
Form 5500
FILING_RECEIVED
BAYPORT POLYMERS LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
277
Accounts w/ balance
317
Plan assets (EOY)
$69.8M
Net assets (EOY)
$69.8M
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)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIDELITY 500 INDEX Mutual fund -" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYPORT POLYMERS LLC.
Plan sponsor
Name
BAYPORT POLYMERS LLC
EIN
82-2384562
Address
12212 PORT ROAD · PASADENA, TX · 77507
Phone
(281) 474-6000
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $56K | — |
Investments
29 direct securities· $68.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual fund - | — | — | — | $17.6M | 25.3% | |
| FIDELITY EXTENDED MARKET INDEX Mutual fund - | — | — | — | $5.4M | 7.7% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual fund - | — | — | — | $5.3M | 7.6% | |
| FIDELITY FREEDOM BLEND 2050 K6 Mutual fund - | — | — | — | $4.7M | 6.7% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Mutual fund - | — | — | — | $4.0M | 5.7% | |
| EMPOWER SELECT GUARANTEED FUND Guaranteed Investment Contract - | — | — | — | $3.9M | 5.6% | |
| FIDELITY US BOND INDEX Mutual fund - | — | — | — | $3.1M | 4.5% | |
| FIDELITY FREEDOM BLEND 2035 K6 Mutual fund - | — | — | — | $3.1M | 4.4% | |
| FIDELITY DIVERSIFIED INTL K6 Mutual fund - | — | — | — | $2.4M | 3.4% | |
| CONESTOGA SMALL CAP INSTITUTIONAL Mutual fund - | — | — | — | $2.1M | 3.1% | |
| FIDELITY FREEDOM BLEND 2055 K6 Mutual fund - | — | — | — | $2.1M | 3.0% | |
| FIDELITY FREEDOM BLEND 2060 K6 Mutual fund | — | — | — | $1.9M | 2.7% | |
| FIDELITY FREEDOM BLEND 2040 K6 Mutual fund - | — | — | — | $1.8M | 2.6% | |
| party rate of interest, collateral, par or maturity value Cost** Current value Investments AMERICAN BEACON LARGE CAP VALUE R6 Mutual fund - | — | — | — | $1.7M | 2.5% | |
| FIDELITY FREEDOM BLEND 2045 K6 Mutual fund - | — | — | — | $1.7M | 2.4% | |
| FIDELITY FREEDOM BLEND 2030 K6 Mutual fund - | — | — | — | $1.5M | 2.2% | |
| VICTORY SYCAMORE SMALL CO OPPORTUNITY I Mutual fund - | — | — | — | $1.2M | 1.8% | |
| FIDELITY INFLATION PROTECTED BOND INDEX Mutual fund - | — | — | — | $994K | 1.4% | |
| DFA GLOBAL REAL ESTATE SECURITIES Mutual fund - | — | — | — | $933K | 1.3% | |
| PIMCO TOTAL RETURN INSTL Mutual fund - | — | — | — | $712K | 1.0% | |
| FIDELITY LIMITED TERM GOVERNMENT FUND Mutual fund - | — | — | — | $477K | 0.7% | |
| FIDELITY FREEDOM BLEND 2025 K6 Mutual fund - | — | — | — | $454K | 0.7% | |
| FIDELITY FREEDOM BLEND 2020 K6 Mutual fund - | — | — | — | $434K | 0.6% | |
| FIDELITY FREEDOM BLEND 2065 K6 Mutual fund - | — | — | — | $271K | 0.4% | |
| GOLDMAN SACHS SMALL CAP VALUE - INSTL Mutual fund - 2 HOTCHKIS & WILEY HIGH YIELD I Mutual fund - | — | — | — | $206K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADMIRAL Mutual fund - | — | — | — | $195K | 0.3% | |
| FIDELITY FREEDOM BLEND 2015 K6 Mutual fund - | — | — | — | $156K | 0.2% | |
| FIDELITY FREEDOM BLEND 2010 K6 Mutual fund - | — | — | — | $50K | <0.1% | |
| FIDELITY FREEDOM BLEND INC K6 Mutual fund | — | — | — | $9K | <0.1% |
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