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Original filing (PDF)20251013103203NAL0002490978001
REVVITY, INC.
Form 5500
FILING_RECEIVED
REVVITY, INC. MASTER TRUST
Employee benefit plan
Signals · 2
100% in single holding~75 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$112.5M
Net assets (EOY)
$112.5M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: EB TEMPORARY INVESTMENT FUND OF THE BANK OF NEW YORK MELLON (extraction pending)]" is 100% of plan.
- 75 bps in Schedule C fees — 650% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVVITY, INC..
Plan sponsor
Name
REVVITY, INC.
EIN
04-2052042
Address
77 4TH AVENUE · WALTHAM, MA · 02451
Phone
(781) 663-5712
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
2025-10-13
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIRTLE CALLAGHAN & COMPANY | 26-2821689 | — | CONSULTANT/INV MGMT | $537K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $126K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGINCOURT CAPITAL MGMT | 54-1947744 | — | INV MGMT | $134K | — |
| MELLON INVESTMENT | 25-1442864 | — | INV MGMT | $47K | — |
Investments
1 pooled fund· $5.1M(5% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EB TEMPORARY INVESTMENT FD II THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $5.1M | 4.5% |