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Original filing (PDF)20250627125445NAL0009807377006
TELEFLEX INCORPORATED
Form 5500
FILING_RECEIVED
TELEFLEX 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,790
Accounts w/ balance
5,599
Plan assets (EOY)
$699.0M
Net assets (EOY)
$699.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELEFLEX INCORPORATED.
Plan sponsor
Name
TELEFLEX INCORPORATED
EIN
23-1147939
Address
550 E SWEDESFORD RD, SUITE 400 · WAYNE, PA · 19087
Phone
(610) 225-6800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BDO USA,P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $397K | — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $90K | — |
| BDO USA LLP | 13-5381590 | — | NONE | $20K | — |
Investments
23 direct securities · 13 pooled funds· $703.6M(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.
Uncategorized
$369.2M
23 holdings
Common Collective Trust
$334.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Registered Investment Company | — | — | — | $58.8M | 8.4% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $57.6M | 8.2% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $50.1M | 7.2% | |
| Vanguard Federal Money Market Fund Registered Investment Company | — | — | — | $49.7M | 7.1% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $46.0M | 6.6% | |
| JPMorgan Large Cap Growth Fund; Class R6 Registered Investment Company | — | — | — | $45.0M | 6.4% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $36.4M | 5.2% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $35.0M | 5.0% | |
| Teleflex Stock Fund Unitized Stock Fund | — | — | — | $33.6M | 4.8% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $31.1M | 4.5% | |
| Vanguard Wellington Fund Admiral Shares Registered Investment Company | — | — | — | $28.6M | 4.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $24.6M | 3.5% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $23.0M | 3.3% | |
| Columbia Dividend Income: Institutional Shares Registered Investment Company | — | — | — | $17.9M | 2.6% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.4M | 2.4% | |
| Vanguard Total International Stock Index Fund Institutional Shares Registered Investment Company | — | — | — | $16.1M | 2.3% | |
| Vanguard International Growth: Admiral Shares Registered Investment Company | — | — | — | $14.1M | 2.0% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Registered Investment Company | — | — | — | $13.5M | 1.9% | |
| Touchstone Midcap R6 Registered Investment Company | — | — | — | $12.8M | 1.8% | |
| Vanguard Explorer Fund: Admiral Shares Registered Investment Company | — | — | — | $11.1M | 1.6% | |
| Vanguard Extended Market Index Fund: Institutional Shares Registered Investment Company | — | — | — | $9.2M | 1.3% | |
| Vanguard Total World Stock Index Fund: Admiral Shares Registered Investment Company | — | — | — | $8.3M | 1.2% | |
| 11% with various maturities through * Participant Loans November 2054 | — | — | — | $8.1M | 1.2% | |
| Vanguard Small-Cap Index Fund: Admiral Shares Registered Investment Company | — | — | — | $7.9M | 1.1% | |
| Fidelity Large Cap Growth Index Registered Investment Company | — | — | — | $6.0M | 0.9% | |
| JPMorgan Small Cap Equity Fund; Class R6 Registered Investment Company | — | — | — | $5.6M | 0.8% | |
| Metropolitan West Total Return Bond Fund; P Class Registered Investment Company | — | — | — | $5.2M | 0.8% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.7% | |
| Vanguard Retirement Income Trust II Common Collective Trust Fund | — | — | — | $4.6M | 0.7% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.7% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund: Admiral Shares Registered Investment Company | — | — | — | $4.0M | 0.6% | |
| American Funds New Perspective Fund; Class R-6 Registered Investment Company | — | — | — | $3.9M | 0.6% | |
| Vanguard Real Estate Index: Admiral Shares Registered Investment Company | — | — | — | $2.9M | 0.4% | |
| American Funds New World Fund; Class R6 Registered Investment Company | — | — | — | $2.4M | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $648K | <0.1% |