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Original filing (PDF)20250625103136NAL0019155202001
THERMO FISHER SCIENTIFIC INC.
Form 5500
FILING_RECEIVED
THERMO FISHER SCIENTIFIC INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure10 service providers
Active participants
52,390
Accounts w/ balance
68,375
Plan assets (EOY)
$10.3B
Net assets (EOY)
$10.3B
How this plan invests
This plan
24 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THERMO FISHER SCIENTIFIC INC..
Plan sponsor
Name
THERMO FISHER SCIENTIFIC INC.
EIN
04-2209186
Address
300 INDUSTRY DRIVE · PITTSBURGH, PA · 15275
Phone
(781) 622-1000
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
2025-06-25
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $919K | — |
Advisor / Consultant
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | 26-1429809 | — | INVESTMENT ADVISOR | $315K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $254K | — |
| KELLY SERVICES LLC | 47-3597831 | — | CONSULTANT | $31K | — |
| AON CONSULTING, INC. | 22-2232264 | — | CONSULTANT | $24K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | CONSULTANT | $10K | — |
| ATESSA BENEFITS | 47-4435064 | — | CONSULTANT | $6K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | ACCOUNTANT/AUDITOR | $112K | — |
| PBMARES, LLP | 54-0737372 | — | ACCOUNTING | $44K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER & HOSTETLER LLP | 34-0082025 | — | ATTORNEY/LEGAL | $153K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities · 24 pooled funds· $18.3B(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.
Common Collective Trust
$9.6B
24 holdings
Uncategorized
$8.1B
20 holdings
Mutual Funds
$313.4M
1 holding
Common Stocks
$210.4M
1 holding
OTHER
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.2B | 12.0% | |
| Common Collective Trusts T. Rowe Price Retirement 2035 Active Trust Class K (2) | — | — | — | $1.2B | 12.0% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.1B | 11.1% | |
| T. Rowe Price Retirement 2040 Active Trust Class K (2) | — | — | — | $1.1B | 11.1% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.0B | 10.2% | |
| T. Rowe Price Retirement 2030 Active Trust Class K (2) | — | — | — | $1.0B | 10.2% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $931.7M | 9.1% | |
| T. Rowe Price Retirement 2045 Active Trust Class K (2) | — | — | — | $880.8M | 8.6% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $880.8M | 8.6% | |
| T. Rowe Price Retirement 2025 Active Trust Class K (2) | — | — | — | $704.8M | 6.9% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $704.8M | 6.9% | |
| T. Rowe Price Retirement 2050 Active Trust Class K (2) | — | — | — | $669.5M | 6.5% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $669.5M | 6.5% | |
| Fidelity Blue Chip Growth Commingled Pool Class O (1) (2) | — | — | — | $570.9M | 5.6% | |
| FID BLUE CHP GR CP O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $570.9M | 5.6% | |
| T. Rowe Price Retirement 2055 Active Trust Class K (2) | — | — | — | $462.1M | 4.5% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $462.1M | 4.5% | |
| TRP STABLE VALUE R T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $336.2M | 3.3% | |
| T. Rowe Price Retirement 2020 Active Trust Class K (2) | — | — | — | $315.4M | 3.1% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $315.4M | 3.1% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X (2) | Mutual Funds | — | — | $313.4M | 3.1% | |
| State Street Global Advisors State Street Russell Small/Mid Cap Index Securities Lending Series Fund Class II (2) | — | — | — | $298.0M | 2.9% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $298.0M | 2.9% | |
| T. Rowe Price Retirement 2060 Active Trust Class K (2) | — | — | — | $249.6M | 2.4% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $249.6M | 2.4% | |
| Thermo Fisher Scientific Inc. Common Stock (1) (2) | Common Stocks | — | — | $210.4M | 2.0% | |
| JENNISON SMALL CO 9 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 046 | Common Collective Trust | — | — | $126.1M | 1.2% | |
| CG EUROPAC GRTH U4 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $116.4M | 1.1% | |
| Capital Group Capital Group EuroPacific Growth TrustSM (US) Class U4 (2) | — | — | — | $116.4M | 1.1% | |
| FIAM CORE PLUS CL N FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $113.5M | 1.1% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $111.3M | 1.1% | |
| State Street Global Advisors State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II (2) | — | — | — | $111.3M | 1.1% | |
| Participant Loans Participant Loans (for a term not exceeding 30 years at interest rates ranging from 3.25% to 9.75%) (1) | — | — | — | $100.3M | 1.0% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $85.9M | 0.8% | |
| T. Rowe Price Retirement 2015 Active Trust Class K (2) | — | — | — | $85.9M | 0.8% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $64.9M | 0.6% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $62.8M | 0.6% | |
| T. Rowe Price Retirement 2065 Active Trust Class K (2) | — | — | — | $62.8M | 0.6% | |
| State Street Global Advisors State Street U.S. Inflation Protected Bond Index Securities Lending Series Fund Class II (2) | — | — | — | $39.1M | 0.4% | |
| SS US INFL PRO BD II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $39.1M | 0.4% | |
| T. Rowe Price Retirement 2010 Active Trust Class K (2) | — | — | — | $34.0M | 0.3% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $34.0M | 0.3% | |
| T. Rowe Price Retirement 2005 Active Trust Class K (2) | — | — | — | $24.7M | 0.2% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $24.7M | 0.2% | |
| Vanguard Treasury Money Market Fund Investor Shares | — | — | $5.9M | $5.9M | <0.1% | |
| investments Voya Financials Blended Stable Value II (2) | OTHER | — | — | $1.7M | <0.1% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $48K | <0.1% |