Back to filter
Original filing (PDF)20250918132311NAL0001471697001
WACKER CHEMICAL CORP.
Form 5500
FILING_RECEIVED
WACKER UNION SAVINGS PLAN
401(k) retirement plan
Active participants
293
Accounts w/ balance
321
Plan assets (EOY)
$33.6M
Net assets (EOY)
$33.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WACKER CHEMICAL CORP..
Plan sponsor
Name
WACKER CHEMICAL CORP.
EIN
94-2272388
Address
4950 S STATE ROAD · ANN ARBOR, MI · 48108
Phone
(734) 489-8295
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
2025-09-18
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2J · 401(k) feature
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
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 | $21K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $10K | — |
Investments
30 direct securities · 1 pooled fund· $33.6M(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
$32.4M
30 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund | — | — | — | $4.9M | 14.6% | |
| Fidelity 500 Index Fund | — | — | — | $4.0M | 11.8% | |
| American Funds 2045 Target Date R6 | — | — | — | $2.8M | 8.4% | |
| PIMCO Total Return Instl Fund | — | — | — | $2.8M | 8.2% | |
| MFS Value Fund | — | — | — | $2.4M | 7.2% | |
| American Funds 2035 Target Date R6 | — | — | — | $2.3M | 6.9% | |
| Fidelity Total International Index Fund | — | — | — | $1.6M | 4.7% | |
| American Funds New World Fund R6 | — | — | — | $1.2M | 3.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.5% | |
| Vanguard Cash Reserves Federal Money Market | — | — | — | $1.1M | 3.4% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $1.1M | 3.4% | |
| American Funds - EuroPacific Growth Fund | — | — | — | $1.1M | 3.2% | |
| American Funds 2055 Target Date R6 | — | — | — | $1.0M | 3.1% | |
| American Funds 2025 Target Date R6 | — | — | — | $976K | 2.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $818K | 2.4% | |
| Parnassus Core Equity Fund | — | — | — | $808K | 2.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $783K | 2.3% | |
| American Funds 2040 Target Date R6 | — | — | — | $615K | 1.8% | |
| American Funds 2030 Target Date R6 | — | — | — | $386K | 1.1% | |
| John Hancock Funds Disciplined Value Mid | — | — | — | $274K | 0.8% | |
| American Funds 2065 Target Date R6 | — | — | — | $259K | 0.8% | |
| Pioneer Strategic Income Fund | — | — | — | $258K | 0.8% | |
| American Funds 2050 Target Date R6 | — | — | — | $202K | 0.6% | |
| Fidelity US Bond Index Fund | — | — | — | $186K | 0.6% | |
| American Funds 2060 Target Date R6 | — | — | — | $157K | 0.5% | |
| Macquarie Small Cap Value R6 | — | — | — | $152K | 0.5% | |
| Fidelity Management Trust Company American Funds 2020 Target Date R6 | — | — | — | $69K | 0.2% | |
| Cohen and Steers Realty Shares Fund | — | — | — | $66K | 0.2% | |
| American Funds 2015 Target Date R6 | — | — | — | $24K | <0.1% | |
| American Funds 2010 Target Date R6 | — | — | — | $12K | <0.1% | |
| Macquarie Mid Cap Growth R6 | — | — | — | $9K | <0.1% |