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Original filing (PDF)20250904091834NAL0016126961001
INNOSPEC, INC.
Form 5500
FILING_RECEIVED
INNOSPEC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
781
Accounts w/ balance
768
Plan assets (EOY)
$116.5M
Net assets (EOY)
$116.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOSPEC, INC..
Plan sponsor
Name
INNOSPEC, INC.
EIN
98-0181725
Address
8310 SOUTH VALLEY HIGHWAY · SUITE 350 · ENGLEWOOD, CO · 80112
Phone
(303) 792-5554
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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DESROCHES PARTNERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $50K | — |
| INVESTMENT RESEARCH & ADV GROUP | — | ATLANTA, GA | NONE | $45K | — |
Investments
21 direct securities · 14 pooled funds· $116.5M(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.
Common Collective Trust
$81.0M
14 holdings
Uncategorized
$35.5M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $16.6M | 14.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $12.0M | 10.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.6M | 8.2% | |
| Fidelity 500 Index Fund | — | — | — | $9.4M | 8.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.8M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.0M | 6.9% | |
| PUTNUM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.1M | 5.2% | |
| JPMorgan Large Cap Value R6 | — | — | — | $5.7M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.7M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.1M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.1% | |
| Putman Putnam Large Cap Value R6 | — | — | — | $3.0M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.4% | |
| Participant Loans Interest Rate Range: 4.25% to 9.50% | — | — | — | $2.1M | 1.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.0M | 1.7% | |
| Fidelity US Bond Index Fund | — | — | — | $1.6M | 1.3% | |
| Dodge & Cox Dodge 7 Cox Income I | — | — | — | $1.5M | 1.3% | |
| American Funds American Fund Balanced R6 | — | — | — | $1.4M | 1.2% | |
| Victory Syc Victory Syc Small Cmpy Opp R6 | — | — | — | $1.4M | 1.2% | |
| Fidelity Total Intl Index Fund | — | — | — | $1.1M | 0.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.1M | 0.9% | |
| AllSpring SPE MD CP Val R6 | — | — | — | $955K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $926K | 0.8% | |
| American Century AM Century Small Cap Growth R6 | — | — | — | $867K | 0.7% | |
| Carillon Eagle Carillon Eagle MD CP GR FD R6 | — | — | — | $854K | 0.7% | |
| Franklin Templeton Clearbridge Intl Growth I | — | — | — | $763K | 0.7% | |
| Dodge & Cox Dodge & Cox Intl Stock I | — | — | — | $569K | 0.5% | |
| American Funds American New World R6 | — | — | — | $535K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $470K | 0.4% | |
| PGIM High-Yield R6 | — | — | — | $461K | 0.4% | |
| T. Rowe Price T. Rowe Price Government Money I | — | — | — | $236K | 0.2% | |
| PIMCO Intl Bd USD Hedged Instl | — | — | — | $117K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $80K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z | — | — | — | $46K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $45K | <0.1% |