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Original filing (PDF)20260119123233NAL0002102864001
OSRAM SYLVANIA INC.
Form 5500
FILING_RECEIVED
AMS OSRAM SAVINGS PLAN
401(k) retirement plan
Signals · 4
Late filing · 2.1 mo31% in single holdingNo recordkeeper disclosed7 service providers
Active participants
1,047
Accounts w/ balance
2,769
Plan assets (EOY)
$486.9M
Net assets (EOY)
$485.7M
How this plan invests
This plan
27 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)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.1 months past the 10.5-month grace window.
- Top holding "Blackrock Blackrock US Debt Non-lendable Index Fund" is 31% of plan.
- 21 bps in Schedule C fees — 111% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OSRAM SYLVANIA INC..
Plan sponsor
Name
OSRAM SYLVANIA INC.
EIN
04-3349012
Address
275 WEST MAIN STREET · HILLSBORO, NH · 03244
Phone
(844) 862-2813
Industry
Management of Companies / Holdingssee 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
2026-01-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | LINCOLNSHIRE, IL | NONE | $474K | — |
| KPMG | 13-5565207 | — | NONE | $146K | — |
| INVESCO ADVISORS, INC. | 58-1707262 | — | NONE | $143K | — |
| SSGA | 81-4017137 | — | NONE | $101K | — |
| AON HEWITT FINANCIAL ADVISORS | 35-2421957 | — | NONE | $100K | — |
| BLACK ROCK FINANCIAL | 94-3112180 | — | NONE | $46K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $16K | — |
Investments
5 direct securities · 27 pooled funds· $474.5M(97% 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
$456.2M
27 holdings
Uncategorized
$18.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4086131 / PN 001 | Common Collective Trust | — | — | $144.7M | 29.7% | |
| SSGA TARGET RETIREMENT 2030 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 195 | Common Collective Trust | — | — | $34.1M | 7.0% | |
| IGT INVESCO SHRTTRM BOND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 215 | Common Collective Trust | — | — | $32.5M | 6.7% | |
| BLACKROCK RUSSELL 2500 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $31.2M | 6.4% | |
| BLACKROCKACWI EX US INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $29.4M | 6.0% | |
| SSGA TARGET RETIREMEMT 2040 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 199 | Common Collective Trust | — | — | $25.5M | 5.2% | |
| BLACKROCK EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4273359 / PN 001 | Common Collective Trust | — | — | $20.4M | 4.2% | |
| SSGA TARGET RETIREMENT 2020 CLASS A INVESCO GROUP TRUST FOR RETIREMENT · EIN 90-0337987 / PN 191 | Common Collective Trust | — | — | $17.9M | 3.7% | |
| SSGA TARGET RETIREMENT 2035 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 197 | Common Collective Trust | — | — | $16.4M | 3.4% | |
| SSGA TARGET RETIREMENT INCOME A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 185 | Common Collective Trust | — | — | $16.0M | 3.3% | |
| Registered Investment Companies Eaton Vance Capital SM | — | — | — | $10.7M | 2.2% | |
| SSGA TARGET RETIREMENT 2025 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 193 | Common Collective Trust | — | — | $10.4M | 2.1% | |
| SSGA TARGET RETIREMEMT 2050 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 203 | Common Collective Trust | — | — | $10.1M | 2.1% | |
| SSGA TARGET RETIREMEMT 2045 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 201 | Common Collective Trust | — | — | $9.8M | 2.0% | |
| SSGA TARGET RETIREMEMT 2055 CLASS A SSGA TARGET RETIREMEMT 2040 CLASS A · EIN 90-0337987 / PN 321 | Common Collective Trust | — | — | $9.6M | 2.0% | |
| IGT JENNISON A INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 220 | Common Collective Trust | — | — | $7.0M | 1.4% | |
| IGT INVESCO A INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 213 | Common Collective Trust | — | — | $7.0M | 1.4% | |
| LOOMIS SAYLES CORE PLUS FI FUND LOOMIS SAYLES TRUST CO. LLC · EIN 84-6391546 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.2% | |
| IGT LOOMIS SAYLES A CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 229 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| IGT INVESTCO A CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 227 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| IGT PIMCO A CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 228 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| IGT LOOMIS SAYLES A INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 221 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| IGT PIMCO A INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 206 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| IGT DODGE & COX CORE A INVESCO TRUST COMPANY · EIN 61-1246990 / PN 230 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| Harding Loevner Intl EQ - INST | — | — | — | $3.3M | 0.7% | |
| SSGA TARGET RETIREMEMT 2060 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 418 | Common Collective Trust | — | — | $2.6M | 0.5% | |
| STATE STREET BANK + TRUST SHORT TER STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 999 | Common Collective Trust | — | — | $2.4M | 0.5% | |
| SSBT Short Term Investment Fund | — | — | — | $2.0M | 0.4% | |
| Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $1.9M | 0.4% | |
| BLACKROCK STRATEGIC COMPLETION FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| SSGA TARGET RETIREMENT 2065 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 455 | Common Collective Trust | — | — | $665K | 0.1% | |
| SSBT Short Term Investment Fund | — | — | — | $414K | <0.1% |
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