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Original filing (PDF)20250918144629NAL0003461442001
ALFA LAVAL INC.
Form 5500
FILING_RECEIVED
ALFA LAVAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,902
Accounts w/ balance
2,547
Plan assets (EOY)
$319.3M
Net assets (EOY)
$319.3M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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 ALFA LAVAL INC..
Plan sponsor
Name
ALFA LAVAL INC.
EIN
13-1681631
Address
5400 INTERNATIONAL TRADE DRIVE · RICHMOND, VA · 23231
Phone
(804) 222-5300
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KEITER STEPHENS HURTS GARY SHREAVES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $247K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW | 33-0818667 | — | CONSULTANT | $87K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEITER | 54-1631262 | — | ACCOUNTANT | $18K | — |
Investments
19 direct securities · 1 pooled fund· $324.2M(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
$283.2M
19 holdings
Common Collective Trust
$41.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $63.4M | 19.9% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $41.0M | 12.8% | |
| BlackRock Total Return Fund Mutual Fund | — | — | — | $37.3M | 11.7% | |
| Vanguard Equity-Income Fund Mutual Fund | — | — | — | $26.1M | 8.2% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | — | — | — | $24.3M | 7.6% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | $22.4M | $23.5M | 7.3% | |
| American Funds Global Fund Mutual Fund | — | — | — | $21.8M | 6.8% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $19.3M | 6.1% | |
| John Hancock Disciplined Value Mutual Fund | — | — | — | $16.6M | 5.2% | |
| American Europacific Growth Fund Mutual Fund | — | — | — | $8.9M | 2.8% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $8.7M | 2.7% | |
| MFS New Discovery Value Fund Mutual Fund | — | — | — | $6.5M | 2.0% | |
| DFA Global Real Estate Sec Portfolio Mutual Fund | — | — | — | $5.7M | 1.8% | |
| BlackRock Impact Mortgage Fund Mutual Fund | — | — | — | $4.8M | 1.5% | |
| Macquarie Emerging Markets Fund Mutual Fund | — | — | — | $4.4M | 1.4% | |
| Participant loans 3.25% - 9.50% | — | — | — | $4.3M | 1.4% | |
| LOAN FUND LOANS | — | — | $4.3M | $4.3M | 1.4% | |
| Wasatch Core Growth Fund Mutual Fund | — | — | — | $2.5M | 0.8% | |
| BLF FEDFUND MONEY MARKET | — | — | $564K | $564K | 0.2% | |
| Non-interest bearing cash and Cash Equivalents | — | — | — | $1K | <0.1% |