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Original filing (PDF)20250801135329NAL0008368752001
EPPENDORF HOLDING, INCORPORATED
Form 5500
FILING_RECEIVED
EPPENDORF NORTH AMERICA, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
420
Accounts w/ balance
485
Plan assets (EOY)
$39.6M
Net assets (EOY)
$39.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPPENDORF HOLDING, INCORPORATED.
Plan sponsor
Name
EPPENDORF HOLDING, INCORPORATED
EIN
11-3521426
Address
175 FRESHWATER BLVD. · ENFIELD, CT · 06082
Phone
(800) 645-3050
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USA CONSULTING GROUP | 06-1397347 | — | CONSULTANT | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNUICK | 22-1478099 | — | ACCOUNTANT/AUDITOR | $9K | — |
Investments
26 direct securities· $37.7M(95% of reported assets)
Uncategorized
$32.0M
25 holdings
Mutual Funds
$5.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $5.7M | 14.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.8M | 9.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.5M | 8.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $3.2M | 8.0% | |
| Vanguard U.S. Growth Fund | — | — | — | $2.3M | 5.8% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $1.7M | 4.3% | |
| Money market fund Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $1.7M | 4.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.6M | 4.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.6M | 4.0% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | — | — | — | $1.6M | 3.9% | |
| Vanguard Windsor II Fund | — | — | — | $1.4M | 3.7% | |
| Vanguard Wellington Fund | — | — | — | $1.1M | 2.9% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $1.1M | 2.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.0M | 2.5% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $976K | 2.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $925K | 2.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $921K | 2.3% | |
| Vanguard International Growth Fund | — | — | — | $897K | 2.3% | |
| Vanguard Balanced Index Fund | — | — | — | $796K | 2.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $643K | 1.6% | |
| Fidelity Investments Fidelity Growth & Income Fund | — | — | — | $370K | 0.9% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | — | — | — | $321K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $149K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $133K | 0.3% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | — | — | — | $42K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $7K | <0.1% |
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