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Original filing (PDF)20251015081915NAL0004328865001
BIZERBA USA, INC.
Form 5500
FILING_RECEIVED
BIZERBA USA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
345
Accounts w/ balance
465
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
How this plan invests
This plan
27 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FLEXPATH IDX MOD 2035 R1" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIZERBA USA, INC..
Plan sponsor
Name
BIZERBA USA, INC.
EIN
22-2529556
Address
1804 FASHION COURT · JOPPA, MD · 21085
Phone
(443) 372-6592
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
2025-10-15
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
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $39K | — |
Investments
4 direct securities · 27 pooled funds· $27.8M(97% 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
$26.3M
27 holdings
Registered Investment Companies
$1.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $7.5M | 26.3% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $5.7M | 19.9% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $3.0M | 10.5% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.3M | 8.1% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.9% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.2% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.2M | 4.0% | |
| LORD ABBETT HI YLD CORE TR R WILMINGTON TRUST CO · EIN 82-1095844 / PN 320 | Common Collective Trust | — | — | $573K | 2.0% | |
| SMALL CAP GROWTH II - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $568K | 2.0% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $554K | 1.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $529K | 1.9% | |
| INTERNATIONAL EQUITY I1 WILMINGTON TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $459K | 1.6% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $404K | 1.4% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $303K | 1.1% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $299K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $273K | 1.0% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $243K | 0.9% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $241K | 0.8% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $241K | 0.8% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $198K | 0.7% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $185K | 0.6% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $152K | 0.5% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $141K | 0.5% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $58K | 0.2% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $51K | 0.2% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $43K | 0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $42K | 0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 R1 WILMINGTON TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
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