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Original filing (PDF)20251015134451NAL0002511763001
FLSMIDTH INC.
Form 5500
FILING_RECEIVED
FLSMIDTH 401(K) PLAN TRUST
401(k) retirement plan
Active participants
1,299
Accounts w/ balance
2,115
Plan assets (EOY)
$324.0M
Net assets (EOY)
$324.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLSMIDTH INC..
Plan sponsor
Name
FLSMIDTH INC.
EIN
23-0606560
Address
2040 AVENUE C · BETHLEHEM, PA · 18017
Phone
(610) 264-6011
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CAMBELL, RAPPOLD & YURASITS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $125K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMPBELL RAPPOLD & YURASITS LLP | 23-1386942 | — | ACCOUNTANT/AUDITOR | $25K | — |
Investments
35 direct securities · 5 pooled funds· $335.1M(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.
Uncategorized
$272.7M
35 holdings
Common Collective Trust
$62.4M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund K6 | — | — | — | $32.4M | 10.0% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $31.6M | 9.8% | |
| Fidelity Freedom 2030 Fund K6 | — | — | — | $24.3M | 7.5% | |
| Fidelity Freedom 2040 Fund K6 | — | — | — | $23.1M | 7.1% | |
| Fidelity Freedom 2045 Fund K6 | — | — | — | $22.6M | 7.0% | |
| Fidelity Blue Chip Growth Fund K6 | — | — | — | $21.4M | 6.6% | |
| Fidelity Freedom 2050 Fund K6 | — | — | — | $20.5M | 6.3% | |
| Fidelity Freedom 2025 Fund K6 | — | — | — | $17.0M | 5.3% | |
| , *** Fidelity Managed Income Portfolio II - Stable Value Investment Fund | — | — | — | $12.9M | 4.0% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $12.2M | 3.8% | |
| Columbia Dividend Income Fund I3 | — | — | — | $10.0M | 3.1% | |
| Fidelity Extended Market Index Fund | — | — | — | $8.7M | 2.7% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $8.7M | 2.7% | |
| Fidelity Puritan Fund K | — | — | — | $8.6M | 2.7% | |
| Fidelity Freedom 2055 Fund K6 | — | — | — | $7.7M | 2.4% | |
| Fidelity Freedom 2020 Fund K6 | — | — | — | $7.5M | 2.3% | |
| Fidelity Low-Priced Stock Fund K6 | — | — | — | $6.9M | 2.1% | |
| Fidelity Total Market Index Fund | — | — | — | $6.0M | 1.8% | |
| SP TTL MRKT IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 002 | Common Collective Trust | — | — | $6.0M | 1.8% | |
| Fidelity Diversified International Fund K6 | — | — | — | $5.8M | 1.8% | |
| Fidelity Total Bond Fund K6 | — | — | — | $5.7M | 1.8% | |
| Fidelity Freedom 2060 Fund K6 | — | — | — | $4.6M | 1.4% | |
| MFS Value Fund R6 | — | — | — | $3.9M | 1.2% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $3.9M | 1.2% | |
| Participant Loans, (Rates 4.25% to 9.5%) -0- | — | — | — | $3.7M | 1.1% | |
| Cash - Interest Bearing | — | — | — | $3.6M | 1.1% | |
| Fidelity Freedom 2015 Fund K6 | — | — | — | $3.0M | 0.9% | |
| Fidelity Freedom Income Fund K6 | — | — | — | $2.9M | 0.9% | |
| Carillon Eagle Mid Cap Growth Fund R6 | — | — | — | $2.4M | 0.7% | |
| Fidelity US Bond Index Fund | — | — | — | $1.6M | 0.5% | |
| Fidelity Freedom 2065 Fund K6 | — | — | — | $1.4M | 0.4% | |
| Fidelity Fund | — | — | — | $1.0M | 0.3% | |
| Vanguard Emerging Markets Stock Index Adm Fund | — | — | — | $977K | 0.3% | |
| Loomis Sayles Core Plus Bond Fund N | — | — | — | $833K | 0.3% | |
| External Fund | — | — | — | $597K | 0.2% | |
| Fidelity Freedom 2010 Fund K6 | — | — | — | $591K | 0.2% | |
| Certificate of Deposit | — | — | — | $264K | <0.1% | |
| Cash - Non Interest Bearing | — | — | — | $55K | <0.1% | |
| Options/Rights/Warrants | — | — | — | $24K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 | — | — | — | $6K | <0.1% |