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Original filing (PDF)20251014181953NAL0003553505001
CATALENT PHARMA SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CATALENT PHARMA SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
8,355
Accounts w/ balance
12,607
Plan assets (EOY)
$870.8M
Net assets (EOY)
$870.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 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
Helping the score
- Below-peer total fees (0 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATALENT PHARMA SOLUTIONS, INC..
Plan sponsor
Name
CATALENT PHARMA SOLUTIONS, INC.
EIN
13-3523163
Address
14 SCHOOLHOUSE ROAD · SOMERSET, NJ · 08873
Phone
(732) 537-6200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CROWE 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 | -$336K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $348K | — |
Investments
29 direct securities · 3 pooled funds· $1.0B(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
$868.0M
28 holdings
Common Collective Trust
$146.7M
3 holdings
Mutual Funds
$57K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective Trust Funds * Fidelity Management Trust Company Fidelity Growth Company Fund | — | — | — | $128.5M | 14.8% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $128.5M | 14.8% | |
| Fidelity Investments Fidelity Spartan 500 Index | — | — | — | $101.8M | 11.7% | |
| Fidelity Investments Fidelity Freedom Fund 2040 | — | — | — | $64.9M | 7.4% | |
| Fidelity Investments Fidelity Freedom Fund 2035 | — | — | — | $59.1M | 6.8% | |
| Fidelity Investments Fidelity Freedom Fund 2045 | — | — | — | $58.3M | 6.7% | |
| Fidelity Investments Fidelity Freedom Fund 2055 | — | — | — | $55.6M | 6.4% | |
| Fidelity Investments Fidelity Freedom Fund 2050 | — | — | — | $52.5M | 6.0% | |
| Fidelity Investments Fidelity Freedom Fund 2030 | — | — | — | $43.6M | 5.0% | |
| Fidelity Investments Fidelity Freedom Fund 2060 | — | — | — | $41.3M | 4.7% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $40.3M | 4.6% | |
| Pacific Investment Management PIMCO Total Return Fund Institutional | — | — | — | $25.1M | 2.9% | |
| Fidelity Investments Fidelity Freedom Fund 2025 | — | — | — | $24.6M | 2.8% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $22.9M | 2.6% | |
| Notes Receivable from Participants * Notes receivable from participants Loans outstanding with interest rates ranging from 3.25% to 10.50% | — | — | — | $19.9M | 2.3% | |
| Fidelity Investments Fidelity Diversified International Fund | — | — | — | $19.0M | 2.2% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $18.9M | 2.2% | |
| Fidelity Management Trust Company Managed Income Portfolio II | — | — | — | $16.2M | 1.9% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $16.1M | 1.8% | |
| Vanguard Federal Money Market Fund | — | — | — | $16.0M | 1.8% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $15.2M | 1.7% | |
| Fidelity Investments Fidelity Freedom Fund 2065 | — | — | — | $13.2M | 1.5% | |
| Vanguard Explorer ADM | — | — | — | $8.3M | 1.0% | |
| PIMCO RAE US Small Fund INST | — | — | — | $8.0M | 0.9% | |
| Fidelity Investments Fidelity Freedom Fund 2020 | — | — | — | $5.6M | 0.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $5.2M | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| Fidelity Investments Fidelity Freedom Fund 2015 | — | — | — | $1.3M | 0.2% | |
| Fidelity Investments Fidelity Freedom Income Fund | — | — | — | $1.1M | 0.1% | |
| Fidelity Investments Fidelity Freedom Fund 2010 | — | — | — | $652K | <0.1% | |
| Mass Mutual Mid Cap Growth I | Mutual Funds | — | — | $57K | <0.1% | |
| Fidelity Investments Fidelity Freedom Fund 2070 | — | — | — | $16K | <0.1% |
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