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Original filing (PDF)20260206102831NAL0009259714001
DRAEGER, INC.
Form 5500
FILING_RECEIVED
DRAEGER US RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.7 mo
Active participants
1,099
Accounts w/ balance
1,666
Plan assets (EOY)
$339.9M
Net assets (EOY)
$339.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
89
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- 18 bps in Schedule C fees — 81% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRAEGER, INC..
Plan sponsor
Name
DRAEGER, INC.
EIN
23-1699096
Address
3135 QUARRY ROAD · TELFORD, PA · 189690000
Phone
(215) 721-5400
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
2026-02-06
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $197K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $207K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $169K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSE COOPERS LLP | 13-4008324 | PHILADELPHIA, PA | ACCOUNTANT/AUDITOR | $41K | — |
Investments
17 direct securities · 13 pooled funds· $360.0M(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
$226.8M
17 holdings
Common Collective Trust
$133.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $56.8M | 16.7% | |
| NYLI Winslow Large Cap Growth Fund | — | — | — | $24.4M | 7.2% | |
| Vanguard Retirement Savings Trust II | — | — | — | $23.8M | 7.0% | |
| VANG RET SAV TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $23.8M | 7.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $21.4M | 6.3% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $20.2M | 5.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.1M | 5.6% | |
| Virtus Zevenbergen Technology Fund | — | — | — | $18.3M | 5.4% | |
| Vanguard Windsor II Fund | — | — | — | $17.6M | 5.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $14.0M | 4.1% | |
| Fidelity Total Bond Fund | — | — | — | $12.2M | 3.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $11.0M | 3.2% | |
| American Funds EUPAC Fund | — | — | — | $10.0M | 2.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $8.4M | 2.5% | |
| PIMCO RAE US Small Fund | — | — | — | $8.4M | 2.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $8.0M | 2.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.3% | |
| MassMutual Mid Cap Growth Fund | — | — | — | $6.8M | 2.0% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.6M | 2.0% | |
| Vanguard Extended Market Index Fund | — | — | — | $6.4M | 1.9% | |
| Vanguard Selected Value Fund | — | — | — | $5.6M | 1.6% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $5.1M | 1.5% | |
| Loomis Sayles Small Cap Growth Fund | — | — | — | $5.1M | 1.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.0M | 1.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $4.7M | 1.4% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.1% | |
| maturities through 2031 | — | — | — | $2.8M | 0.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $84K | <0.1% |