Retirement plan

ALZCHEM LLC 401(K) PROFIT SHARING PLAN

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

ALZCHEM LLCEIN 20-4868675Plan #001PY 2025

1000 PARKWOOD CIRCLE SE, SUITE 320 - ATLANTA, GA 30339770-910-7719LinkedIn11-50 employeeschemicals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-17.7% from 2024

Total participants

0.0% from 2024

Average account balance

$128,002

-23.2% from 2024

Annual return

14.67%

-2.54 pp from 2024

Benchmarks

See 15,684 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort15,684 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.92M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$240K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66352

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 codes2E2F2J2T3D

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).
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$995K

$62205 / participant

Other / not subdivided$995K100.0%

% of EOY assets

51.836%

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

$128,002

$184,014-30.4%

$161,149-20.6%

$138,895-7.8%

Participation rate

75.0%

82.1%-7.1pp

78.8%-3.8pp

79.9%-4.9pp

Annual return

14.67%

21.52%-6.9pp

21.16%-6.5pp

145.39%-130.7pp

Employer contribution / active EE

$5,559

$5,055+10.0%

$4,360+27.5%

$4,194+32.5%

Participant deferral / active EE

$9,450

$6,909+36.8%

$6,153+53.6%

$6,396+47.7%

Admin fee / account holder

$66,352

$18,027+268.1%

$15,194+336.7%

$12,562+428.2%

ALZCHEM LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALZCHEM LLC 401(K) PROFIT SHARING 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