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Original filing (PDF)20251013143502NAL0001435681001
IMMUCOR, INC.
Form 5500
FILING_RECEIVED
IMMUCOR, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
727
Accounts w/ balance
963
Plan assets (EOY)
$128.7M
Net assets (EOY)
$128.7M
How this plan invests
This plan
26 pooled trusts
Schedule D
31 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 (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMMUCOR, INC..
Plan sponsor
Name
IMMUCOR, INC.
EIN
22-2408354
Address
3130 GATEWAY DR · NORCROSS, GA · 300711106
Phone
(678) 418-4748
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
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
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
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS INSURANCE S | 33-0232417 | — | OTHER SERVICES | $0 | — |
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | OTHER SERVICES | $0 | — |
Investments
11 direct securities · 26 pooled funds· $136.1M(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
$61.2M
13 holdings
Pooled Separate Account
$41.4M
13 holdings
Uncategorized
$29.2M
10 holdings
Mutual Funds
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $16.4M | 12.8% | |
| PRIN LIFETIME HYB 2040 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $12.0M | 9.4% | |
| Loomis Sayles & Company Loomis Sayles Growth Y Fund | — | — | — | $10.3M | 8.0% | |
| PRIN LIFETIME HYB 2035 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.7M | 7.5% | |
| PRIN LIFETIME HYB 2050 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $9.4M | 7.3% | |
| PRIN LIFETIME HYB 2045 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $9.3M | 7.2% | |
| PRIN LIFETIME HYB 2030 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.2M | 4.9% | |
| Investments, at Contract Value * Principal Life Insurance Company Principal fixed income guaranteed option | — | — | — | $5.1M | 4.0% | |
| PRIN LIFETIME HYB 2055 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.5M | 3.5% | |
| John Hancock Advisors, LLC John Hancock Disc VI I Fund | Mutual Funds | — | — | $4.4M | 3.4% | |
| PRIN LIFETIME HYB 2025 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.2M | 3.3% | |
| Principal Life Insurance Company Capital Appreciation Sep Account | — | — | — | $3.8M | 3.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $3.8M | 3.0% | |
| PRIN CORE FIX INC SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $3.8M | 3.0% | |
| PRIN SMCAP S&P 600 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.8M | 2.9% | |
| PRIN MIDCAP S&P 400 IDX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.8M | 2.9% | |
| Principal Life Insurance Company Principal Diversified International | — | — | — | $3.5M | 2.7% | |
| PRIN DIV INTL SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.5M | 2.7% | |
| PRIN MIDCAP VALUE I SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.8M | 2.1% | |
| PRIN LIFETIME HYB 2020 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.4M | 1.8% | |
| Janus Henderson JanusHenderson Enter N Fund | — | — | — | $2.2M | 1.7% | |
| PIMCO Real Return A Fund | — | — | — | $1.7M | 1.4% | |
| PRIN LIFETIME HYB 2060 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.7M | 1.3% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $1.6M | 1.2% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.3M | 1.0% | |
| Notes receivable from participants from 2025 - 2040 | — | — | — | $1.2M | 0.9% | |
| Calamos Evolving World Gr A Fund | — | — | — | $1.1M | 0.9% | |
| PRIN LIFETIME HYB INC CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $826K | 0.6% | |
| PRIN U.S. PROPERTY SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $676K | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $447K | 0.3% | |
| PRIN LIFETIME HYB 2065 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $428K | 0.3% | |
| Principal Life Insurance Company Principal Pension Builder (SM) Z | — | — | — | $261K | 0.2% | |
| (E) | — | — | — | $38K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $38K | <0.1% | |
| PRIN EQUITY INCOME SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% |