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Original filing (PDF)20251014124544NAL0001364547001
WEST PHARMACEUTICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
WEST PHARMACEUTICAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
10% employer stock
Active participants
4,473
Accounts w/ balance
5,275
Plan assets (EOY)
$520.8M
Net assets (EOY)
$520.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
25 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 10% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST PHARMACEUTICAL SERVICES, INC..
Plan sponsor
Name
WEST PHARMACEUTICAL SERVICES, INC.
EIN
23-1210010
Address
530 HERMAN O. WEST DRIVE · EXTON, PA · 19341
Phone
(610) 594-2900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FISCHER CUNNANE & ASSOCIATES, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $149K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Investments
12 direct securities · 14 pooled funds· $513.8M(99% 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
$285.8M
12 holdings
Common Collective Trust
$228.0M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Diversified Equity Fund Mutual Fund | — | — | — | $104.0M | 20.0% | |
| Shares Vanguard Total Stock Market Index Fund Institutional Shares Mutual Fund | — | — | — | $65.1M | 12.5% | |
| West Pharmaceutical Services, Inc. Common Stock Common Stock | — | — | — | $51.3M | 9.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $35.2M | 6.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $29.8M | 5.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $28.6M | 5.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.5M | 5.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $28.5M | 5.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $20.0M | 3.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.8M | 3.8% | |
| Vanguard Cash Reserve Federal MM Fund Mutual Fund | — | — | — | $18.8M | 3.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.7M | 3.2% | |
| Vanguard Total Bond Market Index Fund Institutional Mutual Fund | — | — | — | $12.2M | 2.3% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Fund | — | — | — | $10.1M | 1.9% | |
| Participant Loans 4.25% - 10.00% $0 | — | — | — | $8.8M | 1.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.1M | 1.0% | |
| Shares Vanguard Total International Stock Index Fund Admiral Mutual Fund | — | — | — | $4.8M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.9% | |
| DoubleLine Core Fixed Income Fund CIT Collective Trust | — | — | — | $4.2M | 0.8% | |
| DBL CORE PLUS FXINC NORTHERN TRUST GLOBAL INVESTMENTS · EIN 90-6169542 / PN 010 | Common Collective Trust | — | — | $4.2M | 0.8% | |
| Vanguard Total World Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $3.4M | 0.7% | |
| PIMCO Inflation Response Multi-Asset Fund Institutional Class Mutual Fund | — | — | — | $1.6M | 0.3% | |
| MFS Global Equity Fund Class R6 Mutual Fund | — | — | — | $1.4M | 0.3% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $916K | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $523K | 0.1% |
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