Filings through Sep 24, 2026.

Retirement plan

Oq Chemicals Corporation Retirement Plan

Name: OQ CHEMICALS CORPORATION - OQ CHEMICALS CORPORATION RETIREMENT PLAN (2024) Form 5500
Creator: OQ CHEMICALS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OQ CHEMICALS CORPORATION RETIREMENT PLAN, OQ CHEMICALS CORPORATION

Oq Chemicals CorporationEIN 03-0611308Plan #001PY 2024Filed Sep 25, 2025

2001 FM 3057 - BAY CITY, TX 77414979-241-4024

Prospect flagsHigh feesFailed to transmit contributionsCorrective distributionsFew collective trustsFund lineup: 29 funds, $77.1M

How to read this page

Total assets (EOY)

$96.5M

+2.7% from 2023

Total participants

465

+12.3% from 2023

Average account balance

$211,143

-8.6% from 2023

Annual return

12.42%

-2.04 pp from 2023

Benchmarks

See 1,164 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,164 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 27 · EIN 71-0294708	Advisory (Plan)	$118,210
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491	Advisory (Participants)	$75,949
USI CONSULTING GROUP4 years Filed as: USI SOUTHWEST INC Service code 99 · EIN 76-0206321	Other Fees	$50,417
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908	Advisory (Plan)	$48,510

Fund lineup

CSV with Pro

29 funds hold $77.1M of the plan's $96.5M. From the 2024 filing. Recordkeeper: Not identified.

In collective trusts0%median 0% for plans of $50M to $250M (10,699 plans)

In index funds49%median 25% for plans of $50M to $250M (10,699 plans)

In the main target-date series0%median 36% for plans of $50M to $250M (10,699 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$12.2M	15.8%
Voya Large Cap Growth Prt R6 (i) Voya · Mutual fund	Voya	Mutual fund	$6.4M	8.3%
Voya Index Solution 2045 P Z (i) Voya · Mutual fund Index	Voya	Mutual fund	$5.5M	7.1%
American Funds Fundamental Inv R6 (i) Capital Group · Mutual fund	Capital Group	Mutual fund	$4.8M	6.2%
Voya Intermediate Bond Fund R6 (i) Voya · Mutual fund	Voya	Mutual fund	$4.7M	6.1%
American Funds New Prospective R6 (i) Capital Group · Mutual fund	Capital Group	Mutual fund	$4.2M	5.4%
Voya Index Solution 2035 P Z (i) Voya · Mutual fund Index	Voya	Mutual fund	$4.1M	5.3%
Voya Index Solution 2055 P Z (i) Voya · Mutual fund Index	Voya	Mutual fund	$3.5M	4.6%
Voya Index Solution 2025 P Z (i) Voya · Mutual fund Index	Voya	Mutual fund	$3.4M	4.4%
American Funds EuroPacific R6 (i) Capital Group · Mutual fund	Capital Group	Mutual fund	$3.1M	4.0%

See the other 19 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$146K

$518 / participant

Investment mgmt$98K67.1%
Contract admin$44K30.4%
Other / not subdivided$4K2.5%

% of EOY assets

0.151%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CALVETTI FERGUSON, LLC
Auditor EIN: 134255527
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY10+ years

Service code 27 · EIN 71-0294708

Advisory (Plan)

$118,210

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA RETIREMENT ADVISORS, LLC

Service code 26 · EIN 02-0488491

Advisory (Participants)

$75,949

USI CONSULTING GROUP4 years

Filed as: USI SOUTHWEST INC

Service code 99 · EIN 76-0206321

Other Fees

$50,417

MORNINGSTAR10+ years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$48,510

Fund

Dollars

% of funds%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$12.2M

15.8%

Voya Large Cap Growth Prt R6 (i)

Voya · Mutual fund

$6.4M

8.3%

Voya Index Solution 2045 P Z (i)

Voya · Mutual fund

Index

$5.5M

7.1%

American Funds Fundamental Inv R6 (i)

Capital Group · Mutual fund

$4.8M

6.2%

Voya Intermediate Bond Fund R6 (i)

Voya · Mutual fund

$4.7M

6.1%

American Funds New Prospective R6 (i)

Capital Group · Mutual fund

$4.2M

5.4%

Voya Index Solution 2035 P Z (i)

Voya · Mutual fund

Index

$4.1M

5.3%

Voya Index Solution 2055 P Z (i)

Voya · Mutual fund

Index

$3.5M

4.6%

Voya Index Solution 2025 P Z (i)

Voya · Mutual fund

Index

$3.4M

4.4%

American Funds EuroPacific R6 (i)

Capital Group · Mutual fund

$3.1M

4.0%

Oq Chemicals Corporation Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Oq Chemicals Corporation Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion