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Original filing (PDF)20250912151949NAL0000848851001
PFEIFFER VACUUM, INC.
Form 5500
FILING_RECEIVED
PFEIFFER VACUUM, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
57
Accounts w/ balance
—
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 66% above peer band of 29 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 · ATTN FINANCE DEPARTMENT · NASHUA, NH · 03063
Phone
(603) 578-6500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | NONE | $67K | — |
Investments
25 direct securities· $13.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Russell Investments U.S. Strategic Equity Fund " | — | — | $2.1M | $2.7M | 19.3% | |
| American Funds Washington Mutual Fund " | — | — | $919K | $1.2M | 8.4% | |
| American Funds Growth Fund of America Fund " | — | — | $604K | $859K | 6.2% | |
| Russell Investments U.S. Small Cap Equity Fund " | — | — | $893K | $834K | 6.0% | |
| Russell Investments Emerging Markets Fund " | — | — | $889K | $818K | 5.9% | |
| Invesco Oppenheimer Developing Markets Fund " | — | — | $725K | $666K | 4.8% | |
| Russell Investments International Developed Markets Fund " | — | — | $522K | $621K | 4.5% | |
| Russell Investments Multi-Asset Growth Strategy Fund " | — | — | $596K | $604K | 4.4% | |
| John Hancock Funds III - Disciplined Value Mic Cap Value Fund " | — | — | $513K | $575K | 4.2% | |
| American Fund The Bond Fund of America Fund " | — | — | $590K | $519K | 3.8% | |
| Janus Henderson Small Cap Value Fund " | — | — | $481K | $481K | 3.5% | |
| American Funds New World Fund " | — | — | $403K | $472K | 3.4% | |
| Russell Investments Strategic Bond Fund " | — | — | $478K | $444K | 3.2% | |
| Fidelity Money Market Government Portfolio Cash and cash equivalent | — | — | $406K | $406K | 2.9% | |
| T. Rowe Price Mid-Cap Growth Fund " | — | — | $356K | $358K | 2.6% | |
| Jensen Quality Growth Fund " | — | — | $379K | $351K | 2.5% | |
| Baron Small Cap Fund Institutional Class " | — | — | $284K | $302K | 2.2% | |
| Dodge & Cox Stock Fund " | — | — | $286K | $294K | 2.1% | |
| American Funds EuroPacific Growth Fund Mutual fund | — | — | $259K | $265K | 1.9% | |
| PIMCO Emerging Markets Bond Fund " | — | — | $248K | $212K | 1.5% | |
| PGIM High Yield Fund Class Z " | — | — | $233K | $209K | 1.5% | |
| T. Rowe Price Overseas Stock Fund " | — | — | $191K | $201K | 1.5% | |
| Russell Investments Global Opportunistic Credit Fund Class S " | — | — | $172K | $178K | 1.3% | |
| Cypress Creek Private Strategies TEI Fund Commingled fund | — | — | $130K | $172K | 1.2% | |
| PIMCO Commodity Real Return " | — | — | $146K | $125K | 0.9% |
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