How big is Convatec Inc.'s plan?

Convatec Inc.'s plan reported $239.4M in assets and 1,399 participants for 2024.

Original filing (PDF)20250924115202NAL0006708113001

Convatec Inc.

Name: Convatec Inc. — Convatec Inc. Savings and Investment, Form 5500 (2024)
Creator: Convatec Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Convatec Inc. Savings and Investment Plan

401(k) retirement plan · Convatec Inc.'s Convatec Inc. Savings and Investment Plan held $239.4M in plan assets for 1,399 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Self-directed brokerage offered6 service providers

Active participants

1,399

Accounts w/ balance

2,296

Plan assets (EOY)

$239.4M

Net assets (EOY)

$239.4M

People on this filing

April Brinson-Carrano signed Convatec Inc.'s 2024 Form 5500 as plan administrator.

April Brinson-Carrano — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Convatec Inc.'s EIN is 26-2734330.

EIN 26-2734330

Plan number 001

Plan year 2024

ACK ID 20250924115202NAL0006708113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Convatec Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Convatec Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONVATEC INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CONVATEC INC.

EIN

all filings

Address

200 CROSSINGS BLVD · SUITE 101 · BRIDGEWATER, NJ · 08807

Phone

(908) 432-1395

Industry

Manufacturing

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

2025-09-24

Pension benefit codes

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)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$178K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$65K	—

Investments

43 direct securities · 1 pooled fund· $241.3M(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.

Mutual Funds

$193.8M

29 holdings

Common Collective Trusts

$23.3M

4 holdings

Other securities

$16.1M

7 holdings

Self-Directed Brokerage

$3.0M

1 holding

Bonds / Notes

$2.9M

1 holding

Common Collective Trust

$1.9M

1 holding

Common Stocks

$193K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$206.6M JPMorgan$10.3M Guggenheim$4.6M MFS$4.0M Invesco$3.8M American Funds (Capital Group)$1.4M John Hancock$655K Eaton Vance / Calvert$425K Goldman Sachs$367K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
RSM US LLP	42-0714325	—	ACCOUNTANT/AUDITOR	$60K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN LEWIS & BOCKIUS LLP	23-0891050	—	ATTORNEY/LEGAL	$44K	—

					% of plan
Fidelity Investments Fidelity Growth Company K6	Mutual Funds	—	—	$38.0M	15.9%
Fidelity Investments Fidelity Freedom 2040 Fund K	Mutual Funds	—	—	$20.6M	8.6%
Fidelity Investments Fidelity Freedom 2035 Fund K	Mutual Funds	—	—	$19.8M	8.3%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$18.0M	7.5%
Fidelity Investments Fidelity Freedom 2030 Fund K	Mutual Funds	—	—	$16.1M	6.7%
Fidelity Investments Fidelity Freedom 2050 Fund K	Mutual Funds	—	—	$15.8M	6.6%
Fidelity Investments Fidelity Freedom 2045 Fund K	Mutual Funds	—	—	$14.5M	6.1%
Fidelity Investments Fidelity Freedom 2055 Fund K	Mutual Funds	—	—	$13.6M	5.7%
Fidelity Investments Fidelity Freedom 2025 Fund K	Mutual Funds	—	—	$9.2M	3.8%
Fidelity Investments Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$7.1M	3.0%
JPMorgan U.S. Equity Fund—R6	Other securities	—	—	$6.8M	2.8%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$6.5M	2.7%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$5.0M	2.1%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$4.9M	2.1%
Guggenheim Total Return Bond R6	Other securities	—	—	$4.6M	1.9%
MFS Value	Mutual Funds	—	—	$4.0M	1.7%
Invesco Discovery Mid Cap Growth R6	Mutual Funds	—	—	$3.8M	1.6%
JPMorgan Mid Cap Value Fund Class L	Other securities	—	—	$3.5M	1.5%
Fidelity Investments Fidelity Extended Market Index	Mutual Funds	—	—	$3.3M	1.4%
Fidelity Investments Fidelity International Discovery Fund	Mutual Funds	—	—	$3.3M	1.4%
Various Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$3.0M	1.3%
Participant loans Interest rates at 4.25% to 9.50%; maturing through August 1, 2034	Bonds / Notes	—	—	$2.9M	1.2%
Fidelity Investments Fidelity Freedom 2020 Fund K	Mutual Funds	—	—	$2.8M	1.2%
Fidelity Investments Fidelity U.S. Bond Index	Mutual Funds	—	—	$2.3M	1.0%
Fidelity Investments Fidelity Managed Income Portfolio	Mutual Funds	—	—	$1.9M	0.8%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.9M	0.8%
Fidelity Investments Fidelity Freedom 2015 Fund K	Mutual Funds	—	—	$1.8M	0.8%
American Funds American Funds New World Fund R6	Mutual Funds	—	—	$1.3M	0.5%
Fidelity Investments Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$1.1M	0.5%
John Hancock John Hancock High Yield Fund Class R6	Other securities	—	—	$655K	0.3%
Fidelity Investments Fidelity Freedom Income K6	Mutual Funds	—	—	$540K	0.2%
MFS EQUITY INCOME R6	Mutual Funds	—	—	$402K	0.2%
MFS International Diversification Fund—MFS	Mutual Funds	—	—	$392K	0.2%
Calvert US Large-Cap Core Responsible Index Fund (R6)	Common Collective Trusts	—	—	$360K	0.2%
Fidelity Investments Fidelity Balanced K6	Mutual Funds	—	—	$258K	0.1%
Goldman Sachs Goldman Sachs Income Builder Fund Class R6	Other securities	—	—	$244K	0.1%
Cohen & Steers Real Estate Securities Z	Other securities	—	—	$237K	<0.1%
Allspring Small Company Value R6	Common Stocks	—	—	$193K	<0.1%
Goldman Sachs Goldman Sachs Infl Protected Secs R6	Other securities	—	—	$124K	<0.1%
Fidelity Investments Fidelity Freedom 2010 Fund K	Mutual Funds	—	—	$112K	<0.1%
American Funds American Century Small Cap Growth R6	Mutual Funds	—	—	$110K	<0.1%
Calvert International Responsible Idx R6	Common Collective Trusts	—	—	$65K	<0.1%
Fidelity Investments Fidelity Freedom 2070 Fund	Mutual Funds	—	—	$34K	<0.1%
American Funds American Funds Income Fund of Amer R6	Mutual Funds	—	—	$16K	<0.1%

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