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Original filing (PDF)20250414073153NAL0000661635001
BATTELLE MEMORIAL INSTITUTE
Form 5500
FILING_RECEIVED
BATTELLE EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
8,543
Accounts w/ balance
13,229
Plan assets (EOY)
$3.1B
Net assets (EOY)
$3.1B
How this plan invests
This plan
23 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BATTELLE MEMORIAL INSTITUTE.
Plan sponsor
Name
BATTELLE MEMORIAL INSTITUTE
EIN
31-4379427
Address
505 KING AVENUE · COLUMBUS, OH · 43201
Phone
(614) 424-6350
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $695K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $623K | — |
| WILLIS TOWERS WATSON LLC | 52-1868818 | — | NONE | $126K | — |
| BRICKER GRAYDON LLP | 31-4359739 | — | NONE | $109K | — |
| BATTELLE MEMORIAL INSTITUTE | 31-4379427 | — | NONE | $87K | — |
| WILLIS TOWERS WATSON LLC | 53-0181291 | — | NONE | $70K | — |
| MEADEN & MOORE | 34-1818258 | — | NONE | $50K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $31K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $6K | — |
Investments
23 pooled funds· $2.3B(75% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VFTC INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | $549.5M | 17.8% |
| VFTC INST EXTENDED MARKET INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | $258.8M | 8.4% |
| VFTC INST TOT STOCK MRKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | $245.6M | 8.0% |
| VFTC INST TOTAL BOND MRKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | $192.3M | 6.2% |
| VFTC INST TOT INT ST MRKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | $134.4M | 4.4% |
| VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | $117.5M | 3.8% |
| VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | $111.7M | 3.6% |
| VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | $106.8M | 3.5% |
| VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | $103.5M | 3.4% |
| VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | $88.9M | 2.9% |
| VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | $86.1M | 2.8% |
| VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | $56.3M | 1.8% |
| VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | $42.3M | 1.4% |
| VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | $34.3M | 1.1% |
| VANGUARD TARGET RET INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | $32.8M | 1.1% |
| METWEST TOTAL RETURN BOND FUND CL D SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | $30.5M | 1.0% |
| LAZARD ACW EX-US EQ ADVANTAGE CIT GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783871 / PN 938 | Common Collective Trust | $28.4M | 0.9% |
| RELIANCE TRUST INSTL RET TRUST ELEV RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | $28.3M | 0.9% |
| BLACK CREEK MASTER COLL INV TRUST SEI TRUST COMPANY · EIN 82-3333269 / PN 110 | Common Collective Trust | $27.7M | 0.9% |
| VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | $11.4M | 0.4% |
| WELLINGTON BAL REAL ASST PORT WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 132 | Common Collective Trust | $10.8M | 0.4% |
| VANGUARD TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | $1.5M | <0.1% |
| VANGUARD TARG RET INC AND GROW TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | $578K | <0.1% |