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 11,179 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort11,179 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

$199,109-35.7%

$173,730-26.3%

$154,746-17.3%

Participation rate

75.0%

82.8%-7.8pp

79.6%-4.6pp

80.7%-5.7pp

Annual return

14.67%

20.02%-5.4pp

19.96%-5.3pp

172.34%-157.7pp

Employer contribution / active EE

$5,559

$5,311+4.7%

$4,577+21.5%

$4,379+27.0%

Participant deferral / active EE

$9,450

$7,113+32.9%

$6,326+49.4%

$6,730+40.4%

Admin fee / account holder

$66,352

$20,916+217.2%

$17,523+278.6%

$14,365+361.9%

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