Original filing (PDF)20251015160113NAL0006855600001

Waters Technologies Corporation

Name: Waters Technologies Corporation — The Waters Health, Form 5500 (2024)
Creator: Waters Technologies Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Waters Health Care Reimbursement Plan for Retirees

Health & welfare plan · Waters Technologies Corporation's The Waters Health Care Reimbursement Plan for Retirees held $19.8M in plan assets for 665 participants in 2024.

Signals · 3

27% in single holding~90 bps in Sched C feesNo recordkeeper disclosed

Active participants

665

Accounts w/ balance

—

Plan assets (EOY)

$19.8M

Net assets (EOY)

$19.2M

How this plan invests

This plan

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERS TECHNOLOGIES CORPORATION.

Plan sponsor

Name

WATERS TECHNOLOGIES CORPORATION

EIN

04-3234558all filings

Address

34 MAPLE STREET · MILFORD, MA · 01757

Phone

(508) 478-2000

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS	—	CHICAGO, IL	NONE	$60K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
GRANT THORNTON LLP	36-6055558	—	NONE	$38K	—

Other service providers

Investments

16 direct securities· $19.8M(100% of reported assets)

Other securities

$9.7M

10 holdings

Common Collective Trusts

$8.5M

4 holdings

Mutual Funds

$1.5M

2 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	$3.7M	$5.4M	27.2%
Baird Aggregate Bond Fund Institutional Class	Other securities	—	$2.5M	$2.2M	11.3%
Harbor Capital Harbor Core Bond Fund Retirement Class	Other securities	—	$2.3M	$2.2M	11.3%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	$1.3M	$1.5M	7.6%
BlackRock Strategic Income Opportunities Portfolio Class K	Other securities	—	$1.5M	$1.4M	7.3%
Fidelity International Index Fund	Common Collective Trusts	—	$1.2M	$1.3M	6.4%
Dodge & Cox Institutional Stock Fund	Mutual Funds	—	$852K	$1.0M	5.2%
John Hancock International Dynamic Growth Fund	Other securities	—	$945K	$1.0M	5.1%
Principal Diversified Real Asset Fund Institutional Class	Other securities	—	$924K	$876K	4.4%
GQG Partners Emerging Markets Equity Fund Institutional Shares	Other securities	—	$574K	$545K	2.7%
Conestoga Small Cap Fund Institutional Class	Other securities	—	$448K	$509K	2.6%
PIMCO RAE Emerging Markets Fund Institutional Class	Mutual Funds	—	$543K	$501K	2.5%
Hotchkis & Wiley Small Cap Diversified Value Fund Class I	Other securities	—	$507K	$473K	2.4%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	$343K	$337K	1.7%
BrandywineGLOBAL Global Opportunities Bond Fund Class IS	Other securities	—	$353K	$335K	1.7%
BlackRock Liquidity T-Fund Institutional Class	Other securities	—	$88K	$88K	0.4%