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Original filing (PDF)20250905130036NAL0017210481001
PFEIFFER VACUUM, INC.
Form 5500
FILING_RECEIVED
PFEIFFER VACUUM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
434
Accounts w/ balance
521
Plan assets (EOY)
$58.4M
Net assets (EOY)
$58.4M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PFEIFFER VACUUM, INC..
Plan sponsor
Name
PFEIFFER VACUUM, INC.
EIN
02-0482717
Address
24 TRAFALGAR SQUARE · NASHUA, NH · 03063
Phone
(603) 578-6500
Industry
Wholesale Tradesee 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
2025-09-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $33K | — |
Investments
23 direct securities · 1 pooled fund· $61.9M(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.
Uncategorized
$57.4M
23 holdings
Common Collective Trust
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund " | — | — | — | $11.0M | 18.8% | |
| Fidelity 500 Index Fund " | — | — | — | $7.3M | 12.5% | |
| American Funds 2035 Target Date Retirement Fund " | — | — | — | $7.0M | 11.9% | |
| American Funds 2025 Target Date Retirement Fund " | — | — | — | $4.8M | 8.2% | |
| Galliard Stable Return Fund Common collective trust | — | — | — | $4.5M | 7.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.5M | 7.7% | |
| American Century Ultra Fund " | — | — | — | $4.1M | 7.0% | |
| American Funds 2045 Target Date Retirement Fund " | — | — | — | $3.3M | 5.7% | |
| American Funds 2040 Target Date Retirement Fund " | — | — | — | $2.6M | 4.4% | |
| Janus Henderson Overseas Fund " | — | — | — | $2.4M | 4.0% | |
| American Funds 2055 Target Date Retirement Fund " | — | — | — | $2.0M | 3.4% | |
| American Funds 2050 Target Date Retirement Fund " | — | — | — | $1.9M | 3.3% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $1.6M | 2.7% | |
| American Funds 2060 Target Date Retirement Fund " | — | — | — | $1.0M | 1.8% | |
| Fidelity Small Cap Index Fund " | — | — | — | $921K | 1.6% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $651K | 1.1% | |
| American Funds 2010 Target Date Retirement Fund " | — | — | — | $606K | 1.0% | |
| American Funds 2020 Target Date Retirement Fund " | — | — | — | $572K | 1.0% | |
| Fidelity International Index Fund " | — | — | — | $481K | 0.8% | |
| Putnam Large Cape Value Fund " | — | — | — | $470K | 0.8% | |
| PIMCO RAE US Fund " | — | — | — | $121K | 0.2% | |
| BlackRock Total Return Fund " | — | — | — | $83K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund " | — | — | — | $74K | 0.1% | |
| Putnam Small Cap Growth Fund Mutual fund | — | — | — | $25K | <0.1% |
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