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Original filing (PDF)20251014111622NAL0005642914001
HAEMONETICS CORPORATION
Form 5500
FILING_RECEIVED
HAEMONETICS CORPORATION SAVINGS PLUS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,238
Accounts w/ balance
2,003
Plan assets (EOY)
$276.2M
Net assets (EOY)
$276.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAEMONETICS CORPORATION.
Plan sponsor
Name
HAEMONETICS CORPORATION
EIN
04-2882273
Address
125 SUMMER STREET · BOSTON, MA · 02110
Phone
(781) 848-7100
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $180K | — |
| FIDUCIENT ADVISORS LLC | — | BOSTON, MA | RETAINED BY EMPLOYER | $61K | — |
| JACKSON LEWIS P.C. | — | BOSTON, MA | RETAINED BY EMPLOYER | $5K | — |
Investments
18 direct securities · 13 pooled funds· $276.2M(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
$140.4M
18 holdings
Common Collective Trust
$135.7M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $46.2M | 16.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $23.1M | 8.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $20.6M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $19.7M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $17.9M | 6.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $16.9M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $16.6M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $15.4M | 5.6% | |
| JP Morgan Large Growth Fund | — | — | — | $14.9M | 5.4% | |
| New York Life Guaranteed Income Fund | — | — | — | $11.7M | 4.2% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $9.4M | 3.4% | |
| Charles Schwab Brokerage Account | — | — | — | $8.4M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.1M | 2.6% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $6.6M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.6M | 2.0% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.0% | |
| American New Perspective | — | — | — | $5.4M | 1.9% | |
| Franklin Small Cap Growth Fund | — | — | — | $4.9M | 1.8% | |
| American EuroPacific Growth Fund | — | — | — | $3.8M | 1.4% | |
| maturing through 2034 - | — | — | — | $2.5M | 0.9% | |
| Victory Sycamore Small Company Opportunity Fund I | — | — | — | $2.1M | 0.8% | |
| JP Morgan Government Bond Fund I | — | — | — | $2.1M | 0.8% | |
| Fidelity International Index Fund | — | — | — | $2.0M | 0.7% | |
| Fidelity US Bond Index Fund | — | — | — | $1.8M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| Fidelity SM Cap Index Fund | — | — | — | $1.2M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| COHEN & STEERS US REAL ESTATE COHEN & STEERS · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $567K | 0.2% | |
| Vanguard Inf-Prot Secs Admiral | — | — | — | $447K | 0.2% | |
| JP Morgan US Govt MMkt Fund | — | — | — | $89K | <0.1% |
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