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Original filing (PDF)20250910143350NAL0035192480001
VEECO INSTRUMENTS INC.
Form 5500
FILING_RECEIVED
VEECO INSTRUMENTS SAVINGS AND SECURITY PROGRAM PLAN
401(k) retirement plan
Active participants
888
Accounts w/ balance
1,403
Plan assets (EOY)
$317.2M
Net assets (EOY)
$317.2M
How this plan invests
This plan
21 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VEECO INSTRUMENTS INC..
Plan sponsor
Name
VEECO INSTRUMENTS INC.
EIN
11-2989601
Address
1 TERMINAL DRIVE · PLAINVIEW, NY · 11803
Phone
(516) 677-0200
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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | CONSULTANT | $42K | — |
Investments
23 direct securities · 21 pooled funds· $414.6M(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
$310.5M
23 holdings
Common Collective Trust
$104.1M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Investment in Registered Investment Co | — | — | — | $58.1M | 18.3% | |
| JP Morgan Large Cap Growth R6 Investment in Registered Investment Co | — | — | — | $57.4M | 18.1% | |
| BlackRock Life Path Index 2030 W Investment in Common/Collective Trust | — | — | — | $24.9M | 7.8% | |
| BTC LPTH IDX 2030 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $24.9M | 7.8% | |
| BlackRock Life Path Index Retirement Fund W Investment in Common/Collective Trust | — | — | — | $21.1M | 6.7% | |
| BTC LPATH IDX RET W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $21.1M | 6.7% | |
| Baron Asset Institutional Class Investment in Registered Investment Co | — | — | — | $18.1M | 5.7% | |
| BlackRock Life Path Index 2035 W Investment in Common/Collective Trust | — | — | — | $17.9M | 5.7% | |
| BTC LPTH IDX 2035 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $17.9M | 5.7% | |
| Fidelity Government Money Market Fund Investment in Interest-Bearing Cash | — | — | — | $15.6M | 4.9% | |
| Vanguard Small Cap Index Fund Investment in Registered Investment Co | — | — | — | $14.6M | 4.6% | |
| Fidelity Low Priced Stock K6 Fund Investment in Registered Investment Co | — | — | — | $14.3M | 4.5% | |
| BlackRock Life Path Index 2040 W Investment in Common/Collective Trust | — | — | — | $12.2M | 3.9% | |
| BTC LPTH IDX 2040 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $12.2M | 3.9% | |
| Vanguard Equity Income Fund Admiral Investment in Registered Investment Co | — | — | — | $7.8M | 2.5% | |
| MFS INTL Diversification Fund Class R4 Investment in Registered Investment Co | — | — | — | $7.8M | 2.5% | |
| Fidelity Total Bond Investment in Registered Investment Co | — | — | — | $7.8M | 2.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $5.7M | 1.8% | |
| BlackRock Life Path Index 2045 W Investment in Common/Collective Trust | — | — | — | $5.3M | 1.7% | |
| BTC LPTH IDX 2045 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $5.3M | 1.7% | |
| Fidelity Managed Income Portfolio Investment in Common/Collective Trust | — | — | — | $5.0M | 1.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.0M | 1.6% | |
| BlackRock Life Path Index 2055 W Investment in Common/Collective Trust | — | — | — | $4.8M | 1.5% | |
| BTC LPTH IDX 2055 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $4.8M | 1.5% | |
| BlackRock Life Path Index 2050 W Investment in Common/Collective Trust | — | — | — | $4.7M | 1.5% | |
| BTC LPTH IDX 2050 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.5% | |
| Vanguard Total International Stock Index Fund Investment in Registered Investment Co | — | — | — | $3.5M | 1.1% | |
| Fidelity GNMA Fund Investment in Registered Investment Co | — | — | — | $3.5M | 1.1% | |
| Fidelity US Bond Index Investment in Registered Investment Co | — | — | — | $2.2M | 0.7% | |
| BlackRock Life Path Index 2060 W Investment in Common/Collective Trust | — | — | — | $2.1M | 0.7% | |
| BTC LPTH IDX 2060 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.7% | |
| Notes receivable from participants 5.00 % - 10.25 % | — | — | — | $1.3M | 0.4% | |
| BlackRock Life Path Index 2065 W Investment in Common/Collective Trust | — | — | — | $355K | 0.1% | |
| BTC LPTH IDX 2065 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1837050 / PN 001 | Common Collective Trust | — | — | $355K | 0.1% | |
| BTC LIFEPATH 2030 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2035 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2025 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2045 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH RET L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2065 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1837050 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2060 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2040 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2050 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2055 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |