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Original filing (PDF)20251013092010NAL0000919857001
NOVOZYMES NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
NOVOZYMES NORTH AMERICA, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,170
Accounts w/ balance
1,655
Plan assets (EOY)
$351.5M
Net assets (EOY)
$351.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVOZYMES NORTH AMERICA, INC..
Plan sponsor
Name
NOVOZYMES NORTH AMERICA, INC.
EIN
13-2639630
Address
77 PERRYS CHAPEL CHURCH RD · PO BOX 576 · FRANKLINTON, NC · 275259677
Phone
(919) 494-3000
Industry
Manufacturingsee 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
2025-10-13
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
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | ACCOUNTANT | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | INV ADV, PARTICIPANTS | $99K | — |
Investments
24 direct securities · 6 pooled funds· $448.7M(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
$301.3M
24 holdings
Common Collective Trust
$147.3M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $57.4M | 16.3% | |
| PIMCO Income Institutional Fd | — | — | — | $57.4M | 16.3% | |
| PIMCO RAE US Sml Instl Fd | — | — | — | $43.8M | 12.5% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $43.8M | 12.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $27.5M | 7.8% | |
| Fidelity Total Int Idx Fund | — | — | — | $22.8M | 6.5% | |
| ClearBridge Intl Grth IS Fd | — | — | — | $22.6M | 6.4% | |
| Dodge & Cox Intl Stock I Fund | — | — | — | $22.1M | 6.3% | |
| BlackRock Lfpth Indx 2050 K Fd | — | — | — | $18.0M | 5.1% | |
| Fidelity US Bond Index Fund | — | — | — | $14.4M | 4.1% | |
| PGIM Global RE R6 Fund | — | — | — | $12.1M | 3.5% | |
| BlackRock Lfpth Indx 2055 K Fd | — | — | — | $11.6M | 3.3% | |
| BlackRock Lfpth Ind Rtrmt K Fd | — | — | — | $9.9M | 2.8% | |
| American Centur Mid-Cap Val R6 | — | — | — | $9.9M | 2.8% | |
| PRIN/T.ROWE I EQ INC CIT N SEI TRUST COMPANY · EIN 46-6586666 / PN 001 | Common Collective Trust | — | — | $8.9M | 2.5% | |
| BlackRock Lfpth Indx 2030 K Fd | — | — | — | $8.3M | 2.4% | |
| Prin/T.Rowe I Eq Inc CIT N | — | — | — | $7.6M | 2.2% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $7.2M | 2.1% | |
| Prin/BR S&P 500 Index CIT N | — | — | — | $6.5M | 1.9% | |
| BlackRock Lfpth Indx 2040 K Fd | — | — | — | $6.2M | 1.8% | |
| BlackRock Lfpth Idx 2060 K Fd | — | — | — | $6.1M | 1.7% | |
| JanusHenderson Triton N | — | — | — | $5.0M | 1.4% | |
| BlackRock Lfpth Indx 2035 K Fd | — | — | — | $4.6M | 1.3% | |
| BlackRock Lfpth Indx 2045 K Fd | — | — | — | $3.1M | 0.9% | |
| Prin/T.Rowe I LgC Gr CIT N | — | — | — | $2.9M | 0.8% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.7% | |
| John Hancock Bond R6 Fund | — | — | — | $2.5M | 0.7% | |
| BlackRock Lfpth Idx 2065 K Fd | — | — | — | $1.9M | 0.5% | |
| Inv Dev Mark R6 Fd | — | — | — | $1.4M | 0.4% | |
| Participant Loans | — | — | — | $756K | 0.2% |