Retirement plan

CHEMWERTH, INC PROFIT SHARING 401(K) PLAN

Name: CHEMWERTH, INC. - CHEMWERTH, INC PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: CHEMWERTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHEMWERTH, INC PROFIT SHARING 401(K) PLAN, CHEMWERTH, INC.

CHEMWERTH, INC.EIN 06-1087441Plan #001PY 2025

1764 LITCHFIELD TURNPIKE, SUITE 202 - WOODBRIDGE, CT 06525203-392-0460chemwerth.comLinkedIn51-200 employeespharmaceuticals

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$27.8M

+17.5% from 2024

Total participants

-4.3% from 2024

Average account balance

$616,850

+20.1% from 2024

Annual return

16.22%

-0.48 pp from 2024

Benchmarks

See 2,358 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort2,358 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$27.76M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$617K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$975K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$14766

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$664K

$26580 / participant

Other / not subdivided$664K100.0%

% of EOY assets

2.394%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$616,850

$115,931+432.1%

$185,441+232.6%

$86,983+609.2%

Participation rate

100.0%

73.6%+26.4pp

80.3%+19.7pp

69.5%+30.5pp

Annual return

16.22%

21.47%-5.2pp

20.16%-3.9pp

25.83%-9.6pp

Employer contribution / active EE

$23,133

$2,937+687.7%

$4,672+395.1%

$2,584+795.1%

Participant deferral / active EE

$15,882

$4,551+249.0%

$6,152+158.2%

$4,194+278.7%

Admin fee / account holder

$14,766

$10,687+38.2%

$17,890-17.5%

$7,856+88.0%

CHEMWERTH, INC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHEMWERTH, INC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion