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Original filing (PDF)20251015153941NAL0002569395001
SPIRAX SARCO, INC.
Form 5500
FILING_RECEIVED
SPIRAX SARCO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,242
Accounts w/ balance
1,654
Plan assets (EOY)
$150.7M
Net assets (EOY)
$150.7M
How this plan invests
This plan
6 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 91% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPIRAX SARCO, INC..
Plan sponsor
Name
SPIRAX SARCO, INC.
EIN
23-2239452
Address
1150 NORTHPOINT BLVD · BLYTHEWOOD, SC · 29016
Phone
(803) 714-2019
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
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 | $118K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $110K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | ACTUARY | $60K | — |
Investments
22 direct securities · 6 pooled funds· $158.9M(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
$110.4M
21 holdings
Common Collective Trust
$45.2M
6 holdings
Mutual Funds
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $21.2M | 14.0% | |
| TRP GROWTH STOCK E T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $16.2M | 10.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $12.0M | 8.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $8.5M | 5.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $8.3M | 5.5% | |
| Galliard Capital Management Stable Return Fund E | — | — | — | $8.3M | 5.5% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $8.3M | 5.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $8.2M | 5.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $7.8M | 5.2% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $7.7M | 5.1% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $5.9M | 3.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $5.3M | 3.5% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $4.1M | 2.7% | |
| Allspring Special Small Cap Value Fund R6 | — | — | — | $4.0M | 2.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $3.6M | 2.4% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $3.6M | 2.4% | |
| and Money Market Funds T. Rowe Price QM US SMCP Growth I | Mutual Funds | — | — | $3.4M | 2.3% | |
| Fidelity Extended Market Index Fund | — | — | — | $3.1M | 2.1% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.4M | 1.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $2.0M | 1.3% | |
| Fidelity International Index Fund | — | — | — | $2.0M | 1.3% | |
| Participant Loans Interest rates ranging from 4.25% to 10.50% - | — | — | — | $1.8M | 1.2% | |
| Fidelity US Bond Index Fund | — | — | — | $1.8M | 1.2% | |
| Fidelity Government Money Market | — | — | — | $1.7M | 1.1% | |
| Vanguard Target Retirement Income | — | — | — | $1.7M | 1.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $1.1M | 0.7% | |
| Vanguard Target Retirement 2070 | — | — | — | $86K | <0.1% |
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