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Original filing (PDF)20251008104801NAL0003206595001
MKS INSTRUMENTS, INC.
Form 5500
FILING_RECEIVED
MKS INSTRUMENTS, INC. PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
2,905
Accounts w/ balance
4,076
Plan assets (EOY)
$839.6M
Net assets (EOY)
$839.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MKS INSTRUMENTS, INC..
Plan sponsor
Name
MKS INSTRUMENTS, INC.
EIN
04-2277512
Address
2 TECH DRIVE, SUITE 201 · ANDOVER, MA · 01810
Phone
(978) 645-5659
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $92K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $102K | — |
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $44K | — |
Investments
29 direct securities · 16 pooled funds· $1.1B(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
$798.9M
29 holdings
Common Collective Trust
$288.9M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index a | — | — | — | $127.0M | 15.1% | |
| Fidelity Management Trust Company Fidelity Contrafund Class K6 a | — | — | — | $99.8M | 11.9% | |
| Fidelity Management Trust Company Fidelity Extended Market Index a | — | — | — | $56.8M | 6.8% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $48.6M | 5.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 T a | — | — | — | $48.6M | 5.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 T a | — | — | — | $47.5M | 5.7% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $47.5M | 5.7% | |
| J.P. Morgan J.P. Morgan Large Cap Growth R6 a | — | — | — | $46.2M | 5.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 T a | — | — | — | $41.1M | 4.9% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $41.1M | 4.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 T a | — | — | — | $39.0M | 4.6% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $39.0M | 4.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $34.4M | 4.1% | |
| MFS Value R6 a | — | — | — | $28.1M | 3.4% | |
| Fidelity Management Trust Company FIMM Treasury Only Portfolio Cl I a | — | — | — | $27.9M | 3.3% | |
| Fidelity Management Trust Company Fidelity Low Priced ST K6 a | — | — | — | $25.4M | 3.0% | |
| Fidelity Management Trust Company Fidelity US Bond Index a | — | — | — | $23.1M | 2.8% | |
| Fidelity Management Trust Company Fidelity Global Ex US Index a | — | — | — | $22.4M | 2.7% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 T a | — | — | — | $20.0M | 2.4% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $20.0M | 2.4% | |
| Fidelity Management Trust Company Fidelity Balanced K6 a | — | — | — | $19.8M | 2.4% | |
| Fidelity Management Trust Company Fidelity Total Bond K6 a | — | — | — | $18.6M | 2.2% | |
| Fidelity Management Trust Company Fidelity Diversified International K6 a | — | — | — | $18.5M | 2.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 T a | — | — | — | $15.7M | 1.9% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $15.7M | 1.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 T a | — | — | — | $14.8M | 1.8% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $14.8M | 1.8% | |
| Invesco Discovery R6 a | — | — | — | $11.2M | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 T a | — | — | — | $10.9M | 1.3% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $10.9M | 1.3% | |
| American Beacon American Beacon Small Cap Value R6 a | — | — | — | $8.3M | 1.0% | |
| T. Rowe Price T. Rowe Price New Horizons I a | — | — | — | $7.2M | 0.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 T a | — | — | — | $6.7M | 0.8% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $6.7M | 0.8% | |
| PIMCO Real Return Instl a | — | — | — | $4.0M | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index Income T a | — | — | — | $4.0M | 0.5% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $4.0M | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 T a | — | — | — | $3.8M | 0.5% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $3.8M | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 T a | — | — | — | $1.6M | 0.2% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2010 T a | — | — | — | $758K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $758K | <0.1% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |