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Original filing (PDF)20251015154710NAL0002690835001
SANDVIK, INC.
Form 5500
FILING_RECEIVED
SANDVIK 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,603
Accounts w/ balance
4,163
Plan assets (EOY)
$693.0M
Net assets (EOY)
$693.0M
How this plan invests
This plan
16 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)
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 (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDVIK, INC..
Plan sponsor
Name
SANDVIK, INC.
EIN
22-1717737
Address
1483 DOGWOOD WAY · MEBANE, NC · 27302
Phone
(984) 296-5337
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $95K | — |
| BUCK GLOBAL LLC | — | DALLAS, TX | NONE | $44K | — |
| CROWE LLP | — | CHICAGO, IL | NONE | $40K | — |
Investments
15 direct securities · 16 pooled funds· $692.6M(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
$408.5M
16 holdings
Uncategorized
$284.1M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth I | — | — | — | $63.2M | 9.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $61.6M | 8.9% | |
| Vanguard Funds Institutional Index Fund | — | — | — | $60.0M | 8.7% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $57.6M | 8.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $52.9M | 7.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $52.5M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $46.5M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $35.1M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $30.5M | 4.4% | |
| T. Rowe Price Group, Inc. Mid-Cap Growth Fund | — | — | — | $26.7M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $25.1M | 3.6% | |
| Dodge & Cox Funds Stock Fund I | — | — | — | $25.0M | 3.6% | |
| T. Rowe Price Group, Inc. New Horizons Fund | — | — | — | $21.8M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $18.4M | 2.6% | |
| T. Rowe Price Group, Inc. Spectrum Income Fund | — | — | — | $18.2M | 2.6% | |
| Vanguard Funds Federal Money Market Fund | — | — | — | $14.7M | 2.1% | |
| T. Rowe Price Group, Inc. Global Stock Fund | — | — | — | $13.2M | 1.9% | |
| T. Rowe Price Group, Inc. Small Cap Stock Fund | — | — | — | $12.5M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $9.9M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $8.1M | 1.2% | |
| to 9.5% maturing through 2039 | — | — | — | $7.5M | 1.1% | |
| Vanguard Funds Small Cap Value Index Adm Fund | — | — | — | $6.2M | 0.9% | |
| T. Rowe Price Group, Inc. International Stock Fund | — | — | — | $6.2M | 0.9% | |
| Vanguard Funds Total Bond Index Adm Fund | — | — | — | $5.5M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.4% | |
| Vanguard Funds Total International Stock Index Adm Fund | — | — | — | $2.8M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.3% | |
| T. Rowe Price Trust Company Retirement 2020 Trust Fund | — | — | — | $315K | <0.1% | |
| TRP RETIRE 2020 TRUST INCOME F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $315K | <0.1% | |
| FIDELITY MIP CLASS II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $6K | <0.1% |