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Original filing (PDF)20251014115011NAL0003839216001
MESSER NORTH AMERICA INC
Form 5500
FILING_RECEIVED
MESSER RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,143
Accounts w/ balance
2,380
Plan assets (EOY)
$397.3M
Net assets (EOY)
$397.3M
How this plan invests
This plan
17 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 79% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MESSER NORTH AMERICA INC.
Plan sponsor
Name
MESSER NORTH AMERICA INC
EIN
20-1043281
Address
200 SOMERSET CORP BLVD SUITE 7000 · BRIDGEWATER, NJ · 08807
Phone
(908) 771-1506
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
070
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)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
REA AND ASSOCIATES, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REA & ASSOCIATES INC | — | NEW PHILADELPHIA, OH | AUDITOR | $28K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $437K | — |
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | NONE | $245K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | — | NONE | $400 | — |
Investments
8 direct securities · 17 pooled funds· $397.3M(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.
Common Collective Trust
$291.1M
17 holdings
Uncategorized
$106.2M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX NL M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3392410 / PN 001 | Common Collective Trust | — | — | $64.2M | 16.2% | |
| MFS GROWTH EQUITY FUND CL S WILMINGTON TRUST N.A. · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $40.1M | 10.1% | |
| Dodge & Cox Stock Fund - I Mutual Fund | — | — | — | $33.5M | 8.4% | |
| SSGA RUSSELL SMALL/MID CAP INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $30.1M | 7.6% | |
| GREAT GRAY T. ROWE PRICE STBLE VAL WILMINGTON TRUST, N.A. · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $25.5M | 6.4% | |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $19.7M | 5.0% | |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $18.6M | 4.7% | |
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $18.5M | 4.7% | |
| Pimco Total Return INSTL Mutual Fund | — | — | — | $18.1M | 4.6% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $16.7M | 4.2% | |
| SSGA U.S. BOND INDEX FUND - CLASS C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $13.8M | 3.5% | |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $13.5M | 3.4% | |
| Vanguard Strategic Small Cap Equity INV Mutual Fund | — | — | — | $12.8M | 3.2% | |
| SSGA TARGET RETIREMENT 2045 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $12.5M | 3.1% | |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $10.3M | 2.6% | |
| BLACKROCK MSCI ACWI EX.- U.S. INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3392410 / PN 001 | Common Collective Trust | — | — | $9.0M | 2.3% | |
| Vanguard Federal Money Market INV Mutual Fund | — | — | — | $8.2M | 2.1% | |
| American Century International GR R6 Mutual Fund | — | — | — | $7.9M | 2.0% | |
| Terms 1 to 15 years; Interest rates * Participant Loans ranging from 4.25% to 9.50% | — | — | — | $7.5M | 1.9% | |
| SSGA TARGET RETIREMENT 2055 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $6.7M | 1.7% | |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $3.3M | 0.8% | |
| SSGA TARGET RETIREMENT 2020 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $2.8M | 0.7% | |
| SSGA TARGET RETIREMENT 2065 NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $1.6M | 0.4% | |
| Participant-Directed Brokerage Account Assets | — | — | — | $1.5M | 0.4% | |
| SSGA TARGET RETIREMENT INCOME NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $878K | 0.2% |
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