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Original filing (PDF)20251013164820NAL0001730145001
CIRCOR INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
CIRCOR INTERNATIONAL, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
67% in single holding
Active participants
1,109
Accounts w/ balance
1,846
Plan assets (EOY)
$178.8M
Net assets (EOY)
$178.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST" is 67% of plan.
- 16 bps in Schedule C fees — 58% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIRCOR INTERNATIONAL, INC..
Plan sponsor
Name
CIRCOR INTERNATIONAL, INC.
EIN
04-3477276
Address
30 CORPORATE DRIVE · SUITE 200 · BURLINGTON, MA · 01803
Phone
(781) 270-1249
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
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 | $132K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | INVESTMENT ADVISOR | $69K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $53K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $29K | — |
Investments
1 direct security · 2 pooled funds· $22.7M(13% 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
$13.6M
2 holdings
Uncategorized
$9.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST | — | — | $10.0M | $9.1M | 5.1% | |
| GS STABLE VAL INSTS GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $9.1M | 5.1% | |
| WT FAM CORE PL FI S GREAT GRAY TRUST COMPANY, LLC · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $4.4M | 2.5% |