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Original filing (PDF)20251010084722NAL0004437715001
BVPV STYRENICS LLC
Form 5500
FILING_RECEIVED
BVPV STYRENICS LLC SAVINGS PLAN FOR U.S. EMPLOYEES
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
95
Accounts w/ balance
120
Plan assets (EOY)
$46.7M
Net assets (EOY)
$46.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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 Registered Company -" is 26% of plan.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BVPV STYRENICS LLC.
Plan sponsor
Name
BVPV STYRENICS LLC
EIN
85-2318004
Address
400 FRANKFORT ROAD · MONACA, PA · 15061
Phone
(724) 774-1000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
SCHNEIDER DOWNS & CO. INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $31K | — |
| FOCUS FINANCIAL PARTNERS | 47-5006020 | — | NONE | $22K | — |
Investments
32 direct securities · 2 pooled funds· $52.7M(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.
Uncategorized
$46.7M
32 holdings
Pooled Separate Account
$6.0M
1 holding
Common Collective Trust
$42K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Company - | — | — | — | $12.1M | 25.9% | |
| (1) SCHWAB TARGET 2040 INDEX Registered Company - | — | — | — | $6.2M | 13.2% | |
| NEW YORK LIFE ANCHOR ACCT IV Group Annuity Contract - | — | — | — | $6.0M | 12.9% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.0M | 12.9% | |
| (1) SCHWAB TARGET 2030 INDEX Registered Company - | — | — | — | $4.2M | 8.9% | |
| FIDELITY MID CAP INDEX Registered Company - | — | — | — | $2.5M | 5.3% | |
| (1) SCHWAB TARGET 2045 INDEX Registered Company - | — | — | — | $2.4M | 5.1% | |
| VANGUARD TOTAL BD MKT IDX ADM Registered Company - | — | — | — | $2.1M | 4.4% | |
| (1) SCHWAB TARGET 2035 INDEX Registered Company - | — | — | — | $1.9M | 4.0% | |
| FIDELITY SMALL CAP INDEX Registered Company - | — | — | — | $1.8M | 3.9% | |
| (1) SCHWAB TARGET 2025 INDEX Registered Company - | — | — | — | $1.6M | 3.4% | |
| FIDELITY INTERNATIONAL INDEX Registered Company - | — | — | — | $1.2M | 2.7% | |
| (1) SCHWAB TARGET 2055 INDEX Registered Company - | — | — | — | $861K | 1.8% | |
| (1) SCHWAB TARGET 2050 INDEX Registered Company - | — | — | — | $576K | 1.2% | |
| (1) SCHWAB TARGET 2020 INDEX Registered Company - | — | — | — | $509K | 1.1% | |
| FIDELITY TOTAL MARKET INDEX Registered Company - | — | — | — | $475K | 1.0% | |
| (1) SCHWAB TARGET 2060 INDEX Registered Company - | — | — | — | $396K | 0.8% | |
| (1)(2) Participant Loans 5.25% - 10.50% - | — | — | — | $321K | 0.7% | |
| EATON VANCE INC FD BOSTON R6 Registered Company - | — | — | — | $289K | 0.6% | |
| MAINSTAY WINSLOW LGCAP GRTH R6 Registered Company - | — | — | — | $287K | 0.6% | |
| FIDELITY INFLATION PROT BD INX Registered Company - | — | — | — | $277K | 0.6% | |
| OAKMARK INTERNATIONAL R6 Registered Company - | — | — | — | $167K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Company - | — | — | — | $159K | 0.3% | |
| VANGUARD ST CORP BD IND ADM Registered Company - | — | — | — | $104K | 0.2% | |
| DIAMOND HILL LARGE CAP Y Registered Company - | — | — | — | $93K | 0.2% | |
| CONESTOGA SMCAP INSTITUTIONAL Registered Company - | — | — | — | $81K | 0.2% | |
| JHCOCK3 DISCIPLINED VAL MCP R6 Registered Company - | — | — | — | $49K | 0.1% | |
| ARTISAN MID CAP GROWTH TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $42K | <0.1% | |
| EUROPACIFIC GROWTH R6 Registered Company - | — | — | — | $38K | <0.1% | |
| (1) SCHWAB TARGET 2065 INDEX Registered Company - | — | — | — | $22K | <0.1% | |
| BOSTON PARTNERS SC VALUE II I Registered Company - | — | — | — | $17K | <0.1% | |
| T ROWE PRICE INTL DISCOVERY Registered Company | — | — | — | $9K | <0.1% | |
| GUGGENHEIM MACRO OPP FD CL R6 Registered Company - | — | — | — | $5K | <0.1% | |
| VANGUARD GNMA ADM Registered Company - | — | — | — | $1K | <0.1% |
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