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Original filing (PDF)20251007133635NAL0004840273001
BRUKER CORPORATION
Form 5500
FILING_RECEIVED
BRUKER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,160
Accounts w/ balance
2,841
Plan assets (EOY)
$403.3M
Net assets (EOY)
$403.3M
How this plan invests
This plan
25 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUKER CORPORATION.
Plan sponsor
Name
BRUKER CORPORATION
EIN
33-1064878
Address
40 MANNING ROAD · BILLERICA, MA · 018213915
Phone
(978) 667-9580
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT MANAGEMENT | $56K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $449K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 22-1478099 | — | ACCOUNTANT | $57K | — |
Investments
2 direct securities · 25 pooled funds· $402.8M(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
$353.1M
18 holdings
Pooled Separate Account
$40.8M
7 holdings
Uncategorized
$8.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LFPTH DYNM 2030 T FD BLACKROCK INST TRUST CO · EIN 84-3206030 / PN 001 | Common Collective Trust | — | — | $74.1M | 18.4% | |
| BLACKROCK LFPTH DYNM 2040 T FD BLACKROCK INST TRUST CO · EIN 84-3225779 / PN 001 | Common Collective Trust | — | — | $60.0M | 14.9% | |
| BLACKROCK EQUITY INDEX M FUND BLACKROCK INST TRUST CO · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $41.8M | 10.4% | |
| BLACKROCK LFPTH DYNAM 2050 T F BLACKROCK INST TRUST CO · EIN 84-3236240 / PN 001 | Common Collective Trust | — | — | $32.6M | 8.1% | |
| BLACKROCK LFPTH DYNAM RET T FD BLACKROCK INST TRUST CO · EIN 84-3263619 / PN 001 | Common Collective Trust | — | — | $29.9M | 7.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $21.3M | 5.3% | |
| BLACKROCK LFPTH DYNAM 2045 T F BLACKROCK INST TRUST CO · EIN 84-3236021 / PN 001 | Common Collective Trust | — | — | $19.8M | 4.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $18.1M | 4.5% | |
| BLACKROCK LFPTH DYNM 2035 T FD BLACKROCK INST TRUST CO · EIN 84-3225591 / PN 001 | Common Collective Trust | — | — | $15.4M | 3.8% | |
| BLKROCK RUSSELL 2000 IDX M FD BLACKROCK INST TRUST CO · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $14.9M | 3.7% | |
| BLACKROCK LFPTH DYNAM 2055 T F BLACKROCK INST TRUST CO · EIN 84-3249549 / PN 001 | Common Collective Trust | — | — | $14.0M | 3.5% | |
| BLACKROCK LFPTH DYNM 2060 T FD BLACKROCK INST TRUST CO · EIN 84-3249864 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.5% | |
| MFS Intl Diversification R6 Fund | — | — | — | $5.9M | 1.5% | |
| BLACKROCK US DEBT INDEX M FUND BLACKROCK INST TRUST CO · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $5.3M | 1.3% | |
| BLACKROCK MIDCP EQ INDEX M FD BLACKROCK INST TRUST CO · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.3% | |
| BLACKROCK MSCI ACWI EX-US IN M BLACKROCK INST TRUST CO · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $5.0M | 1.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $4.3M | 1.1% | |
| BLKRK US TREAS INFL PROT SEC K GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.1% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $4.3M | 1.1% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $3.2M | 0.8% | |
| Participant loans | — | — | — | $3.0M | 0.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $3.0M | 0.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $2.9M | 0.7% | |
| BLACKROCK LFPTH DYNM 2065 T FD BLACKROCK INST TRUST CO · EIN 84-3263206 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $1.8M | 0.4% | |
| T. ROWE PRICE STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $543K | 0.1% | |
| BLACKROCK LFPTH DYNM 2025 T FD BLACKROCK INST TRUST CO · EIN 84-3205395 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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