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Original filing (PDF)20251015132704NAL0002484851001
COHERENT CORP.
Form 5500
FILING_RECEIVED
COHERENT CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4,242
Accounts w/ balance
6,097
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
15 pooled trusts
Schedule D
31 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 (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHERENT CORP..
Plan sponsor
Name
COHERENT CORP.
EIN
25-1214948
Address
375 SAXONBURG BLVD. · SAXONBURG, PA · 160569430
Phone
(412) 352-4455
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
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)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC
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 | $216K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $141K | — |
Investments
17 direct securities · 15 pooled funds· $1.2B(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.
Common Collective Trust
$794.6M
14 holdings
Uncategorized
$354.7M
17 holdings
Pooled Separate Account
$67.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CG 2030 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $162.8M | 13.4% | |
| CG 2035 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $151.0M | 12.4% | |
| CG 2025 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $145.2M | 12.0% | |
| Money Market and Mutual Funds * Fidelity Investments 500 Index Fund N/A | — | — | — | $135.8M | 11.2% | |
| CG 2040 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $91.3M | 7.5% | |
| JP Morgan Large Cap Growth Fund R6 N/A | — | — | — | $76.6M | 6.3% | |
| CG 2045 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $68.3M | 5.6% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 125 | Pooled Separate Account | — | — | $67.6M | 5.6% | |
| CG 2020 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $58.3M | 4.8% | |
| CG 2050 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $37.6M | 3.1% | |
| CG 2015 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $23.4M | 1.9% | |
| CG 2055 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $20.1M | 1.7% | |
| CG 2010 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $19.3M | 1.6% | |
| Fidelity Investments Extended Market Index Fund N/A | — | — | — | $16.1M | 1.3% | |
| PIMCO Income Fund Institutional Class N/A | — | — | — | $14.2M | 1.2% | |
| Victory Capital Sycamore Established Value Fund Class Y N/A | — | — | — | $13.1M | 1.1% | |
| Vanguard Institution Index Total Bond Market Index Fund Admiral Shares N/A | — | — | — | $13.0M | 1.1% | |
| JP Morgan Equity Income Fund Class R6 N/A | — | — | — | $12.9M | 1.1% | |
| Blackrock Mid-Cap Growth Equity Portfolio Class K N/A | — | — | — | $12.4M | 1.0% | |
| PGIM, Inc. Total Return Bond Fund Class R6 N/A | — | — | — | $10.3M | 0.8% | |
| CG 2060 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $9.8M | 0.8% | |
| Vanguard Institution Index Total International Stock Index Fund Admiral Shares N/A | — | — | — | $9.6M | 0.8% | |
| JP Morgan Small Cap Equity Fund Class R6 N/A | — | — | — | $9.1M | 0.8% | |
| through 2050 - | — | — | — | $8.8M | 0.7% | |
| American Funds New World Fund Class R6 N/A | — | — | — | $8.8M | 0.7% | |
| Dodge & Cox International Stock Fund N/A | — | — | — | $5.6M | 0.5% | |
| Wellington CIF International Quality Growth Series 2 N/A | — | — | — | $3.9M | 0.3% | |
| WT INTL QUAL GR S2 WELLINGTON TRUST COMPANY, NA · EIN 46-3226461 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.3% | |
| CG 2065 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $3.7M | 0.3% | |
| Cohen & Seers, Inc. Real Estate Security Fund, Inc. Class Z N/A | — | — | — | $3.6M | 0.3% | |
| Fidelity Investments Government Money Market Fund N/A | — | — | — | $1.1M | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6K | <0.1% |
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