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Original filing (PDF)20250924115202NAL0006708113001
CONVATEC INC.
Form 5500
FILING_RECEIVED
CONVATEC INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,399
Accounts w/ balance
2,296
Plan assets (EOY)
$239.4M
Net assets (EOY)
$239.4M
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 (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
- 17 bps in Schedule C fees — 70% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVATEC INC..
Plan sponsor
Name
CONVATEC INC.
EIN
26-2734330
Address
200 CROSSINGS BLVD · SUITE 101 · BRIDGEWATER, NJ · 08807
Phone
(908) 432-1395
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
2025-09-24
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $178K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | CONSULTANT | $38K | — |
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $60K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | ATTORNEY/LEGAL | $44K | — |
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.
Uncategorized
$239.3M
43 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Growth Company K6 | — | — | — | $38.0M | 15.9% | |
| Fidelity Investments Fidelity Freedom 2040 Fund K | — | — | — | $20.6M | 8.6% | |
| Fidelity Investments Fidelity Freedom 2035 Fund K | — | — | — | $19.8M | 8.3% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $18.0M | 7.5% | |
| Fidelity Investments Fidelity Freedom 2030 Fund K | — | — | — | $16.1M | 6.7% | |
| Fidelity Investments Fidelity Freedom 2050 Fund K | — | — | — | $15.8M | 6.6% | |
| Fidelity Investments Fidelity Freedom 2045 Fund K | — | — | — | $14.5M | 6.1% | |
| Fidelity Investments Fidelity Freedom 2055 Fund K | — | — | — | $13.6M | 5.7% | |
| Fidelity Investments Fidelity Freedom 2025 Fund K | — | — | — | $9.2M | 3.8% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | — | — | — | $7.1M | 3.0% | |
| JPMorgan U.S. Equity Fund—R6 | — | — | — | $6.8M | 2.8% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $6.5M | 2.7% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $5.0M | 2.1% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $4.9M | 2.1% | |
| Guggenheim Total Return Bond R6 | — | — | — | $4.6M | 1.9% | |
| MFS Value | — | — | — | $4.0M | 1.7% | |
| Invesco Discovery Mid Cap Growth R6 | — | — | — | $3.8M | 1.6% | |
| JPMorgan Mid Cap Value Fund Class L | — | — | — | $3.5M | 1.5% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $3.3M | 1.4% | |
| Fidelity Investments Fidelity International Discovery Fund | — | — | — | $3.3M | 1.4% | |
| Various Self-directed brokerage accounts | — | — | — | $3.0M | 1.3% | |
| Participant loans Interest rates at 4.25% to 9.50%; maturing through August 1, 2034 | — | — | — | $2.9M | 1.2% | |
| Fidelity Investments Fidelity Freedom 2020 Fund K | — | — | — | $2.8M | 1.2% | |
| Fidelity Investments Fidelity U.S. Bond Index | — | — | — | $2.3M | 1.0% | |
| Fidelity Investments Fidelity Managed Income Portfolio | — | — | — | $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 | — | — | — | $1.8M | 0.8% | |
| American Funds American Funds New World Fund R6 | — | — | — | $1.3M | 0.5% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | — | — | — | $1.1M | 0.5% | |
| John Hancock John Hancock High Yield Fund Class R6 | — | — | — | $655K | 0.3% | |
| Fidelity Investments Fidelity Freedom Income K6 | — | — | — | $540K | 0.2% | |
| MFS EQUITY INCOME R6 | — | — | — | $402K | 0.2% | |
| MFS International Diversification Fund—MFS | — | — | — | $392K | 0.2% | |
| Calvert US Large-Cap Core Responsible Index Fund (R6) | — | — | — | $360K | 0.2% | |
| Fidelity Investments Fidelity Balanced K6 | — | — | — | $258K | 0.1% | |
| Goldman Sachs Goldman Sachs Income Builder Fund Class R6 | — | — | — | $244K | 0.1% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $237K | <0.1% | |
| Allspring Small Company Value R6 | — | — | — | $193K | <0.1% | |
| Goldman Sachs Goldman Sachs Infl Protected Secs R6 | — | — | — | $124K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2010 Fund K | — | — | — | $112K | <0.1% | |
| American Funds American Century Small Cap Growth R6 | — | — | — | $110K | <0.1% | |
| Calvert International Responsible Idx R6 | — | — | — | $65K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 Fund | — | — | — | $34K | <0.1% | |
| American Funds American Funds Income Fund of Amer R6 | — | — | — | $16K | <0.1% |