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Original filing (PDF)20251014171621NAL0001722803001
INDORAMA VENTURES OXIDES, LLC
Form 5500
FILING_RECEIVED
INDORAMA VENTURES DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
343
Accounts w/ balance
—
Plan assets (EOY)
$111.6M
Net assets (EOY)
$111.4M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 424% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDORAMA VENTURES OXIDES, LLC.
Plan sponsor
Name
INDORAMA VENTURES OXIDES, LLC
EIN
84-3151997
Address
24 WATERWAY AVENUE · 11TH FLOOR · THE WOODLANDS, TX · 77380
Phone
(346) 365-6090
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | PLAN ADMINISTRATOR | $163K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $197K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $109K | — |
| CENTURION ASSET MANAGEMENT, LLC | 27-0845548 | — | NONE | $96K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $20K | — |
Investments
13 direct securities· $118.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI World Equity Ex-US Fund | — | — | $21.6M | $21.0M | 18.9% | |
| SEI Large Cap Index Fund | — | — | $17.8M | $16.5M | 14.8% | |
| SEI Opportunistic Income Fund | — | — | $13.8M | $13.9M | 12.4% | |
| SEI Core Fixed Income Fund | — | — | $15.6M | $13.5M | 12.1% | |
| SEI Small Cap II Fund | — | — | $12.4M | $10.7M | 9.6% | |
| SEI High Yield Bond Fund | — | — | $9.5M | $8.8M | 7.9% | |
| SEI Emerging Markets Debt Fund | — | — | $9.6M | $8.6M | 7.7% | |
| SEI Dynamic Asset Allocation Fund | — | — | $10.2M | $8.3M | 7.5% | |
| SEI Emerging Markets Equity Fund | — | — | $7.0M | $6.8M | 6.1% | |
| (i) (Loss) Net Gain $ - (h) | — | — | — | $2.8M | 2.5% | |
| SellingPrice $ (17) - DECEMBER 31, 2024(c) | — | — | — | $2.8M | 2.5% | |
| CurrentValue $ (g) Cost | — | — | — | $2.4M | 2.1% | |
| $ - (d) | — | — | — | $2.3M | 2.0% |
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