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Original filing (PDF)20251002092215NAL0000236321001
AMPHENOL CORPORATION & AFFILIATED COMPANIES
Form 5500
FILING_RECEIVED
AMPHENOL CORPORATION EMPLOYEE SAVINGS/401(K) PLAN
401(k) retirement plan
Active participants
6,984
Accounts w/ balance
6,695
Plan assets (EOY)
$779.2M
Net assets (EOY)
$779.2M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPHENOL CORPORATION & AFFILIATED COMPANIES.
Plan sponsor
Name
AMPHENOL CORPORATION & AFFILIATED COMPANIES
EIN
22-2785165
Address
358 HALL AVENUE · WALLINGFORD, CT · 06492
Phone
(203) 265-8900
Industry
Manufacturingsee all
Plan administrator
Name
AMPHENOL CORPORATION & AFFILIATED COMPANIES
EIN
22-2785165
City
WALLINGFORD, CT
Phone
(203) 265-8600
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVST. INST. OPER. CO. LLC | 04-2647786 | — | RECORDKEEPER | -$543K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $173K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/ AUDITOR | $32K | — |
Investments
24 direct securities · 1 pooled fund· $1.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$777.6M
24 holdings
Common Collective Trust
$600.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY · EIN 04-6568107 / PN 024 | Common Collective Trust | — | — | $600.2M | 77.0% | |
| Fidelity Contrafund K Mutual Fund | — | — | — | $139.5M | 17.9% | |
| State Street Equity 500 Index II Common and Collective Trust | — | — | — | $101.7M | 13.1% | |
| Vanguard Target 2030 Common and Collective Trust | — | — | — | $66.0M | 8.5% | |
| Vanguard Target 2035 Common and Collective Trust | — | — | — | $59.4M | 7.6% | |
| Jennison Small Cap Core Equity Fund Common and Collective Trust | — | — | — | $52.4M | 6.7% | |
| Vanguard Target 2025 Common and Collective Trust | — | — | — | $49.4M | 6.3% | |
| Vanguard Target 2040 Common and Collective Trust | — | — | — | $44.4M | 5.7% | |
| Fidelity Managed Income Portfolio CL 2 Common and Collective Trust | — | — | — | $41.3M | 5.3% | |
| Vanguard Target 2045 Common and Collective Trust | — | — | — | $27.0M | 3.5% | |
| Vanguard Target 2050 Common and Collective Trust | — | — | — | $25.9M | 3.3% | |
| Vanguard Target 2020 Common and Collective Trust | — | — | — | $21.9M | 2.8% | |
| BlackRock Total Return Bond Fund L Common and Collective Trust | — | — | — | $19.2M | 2.5% | |
| Vanguard Target 2055 Common and Collective Trust | — | — | — | $18.9M | 2.4% | |
| State Street Global All Cap Equity Index II Common and Collective Trust | — | — | — | $18.2M | 2.3% | |
| Fidelity Diversified International K Mutual Fund | — | — | — | $16.1M | 2.1% | |
| State Street US Bond Index XIV Common and Collective Trust | — | — | — | $14.1M | 1.8% | |
| Dodge & Cox Stock Fund X Mutual Fund | — | — | — | $13.9M | 1.8% | |
| Vanguard Target 2060 Common and Collective Trust | — | — | — | $12.0M | 1.5% | |
| Vanguard Target Income Fund Common and Collective Trust | — | — | — | $11.5M | 1.5% | |
| State Street Russell SMMDCP Index II Common and Collective Trust | — | — | — | $11.5M | 1.5% | |
| Participant Loans * Participants Interest Rates from 3.25% to 9.50% - | — | — | — | $8.0M | 1.0% | |
| Vanguard Target 2065 Common and Collective Trust | — | — | — | $5.2M | 0.7% | |
| Vanguard Income & Growth Fund Common and Collective Trust | — | — | — | $73K | <0.1% | |
| Vanguard Target 2070 Common and Collective Trust | — | — | — | $6K | <0.1% |