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Original filing (PDF)20251015152134NAL0002660035001
TERUMO AMERICAS HOLDING, INC.
Form 5500
FILING_RECEIVED
TERUMO EMPLOYEE SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
3,820
Accounts w/ balance
5,460
Plan assets (EOY)
$836.4M
Net assets (EOY)
$836.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERUMO AMERICAS HOLDING, INC..
Plan sponsor
Name
TERUMO AMERICAS HOLDING, INC.
EIN
34-1112331
Address
265 DAVIDSON AVENUE · SOMERSET, NJ · 08873
Phone
(732) 302-4900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $255K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $82K | — |
| PORTFOLIO EVALUATIONS, INC. | 22-3180964 | — | INVESTMENT ADVISOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER AMPER LLP | 87-1363769 | — | ACCOUNTANT/AUDITOR | $48K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLARD SPAHR LLP | 23-0382195 | — | ATTORNEY/LEGAL | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities · 14 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.
Uncategorized
$833.2M
29 holdings
Common Collective Trust
$382.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Growth Company Fund | — | — | — | $102.2M | 12.2% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $79.5M | 9.5% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2040 Commingled Pool | — | — | — | $69.6M | 8.3% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $69.6M | 8.3% | |
| Fidelity Management Trust Company Fidelity OTC Portfolio K6 | — | — | — | $59.6M | 7.1% | |
| Fidelity Management Trust Company Fidelity Contrafund K6 | — | — | — | $56.7M | 6.8% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2045 Commingled Pool | — | — | — | $52.9M | 6.3% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $52.9M | 6.3% | |
| Commingled Pool: (continued) * Fidelity Institutional Asset Management Trust Company FIAM Target Date 2035 Commingled Pool | — | — | — | $50.0M | 6.0% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $50.0M | 6.0% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2030 Commingled Pool | — | — | — | $47.3M | 5.7% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $47.3M | 5.7% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2050 Commingled Pool | — | — | — | $44.2M | 5.3% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $44.2M | 5.3% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio | — | — | — | $30.6M | 3.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $30.6M | 3.7% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2055 Commingled Pool | — | — | — | $30.4M | 3.6% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $30.4M | 3.6% | |
| Columbia Management Investment Advisors, LLC Columbia Dividend Income Fund Class S | — | — | — | $29.5M | 3.5% | |
| T. Rowe Price Investment Services, Inc. QM U.S. Small-Cap Growth Equity Fund | — | — | — | $20.6M | 2.5% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2060 Commingled Pool | — | — | — | $20.0M | 2.4% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $20.0M | 2.4% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2025 Commingled Pool | — | — | — | $19.6M | 2.3% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $19.6M | 2.3% | |
| Fidelity Management Trust Company Fidelity Diversified International K6 Fund | — | — | — | $17.2M | 2.1% | |
| Fidelity Management Trust Company Fidelity Low-Priced Stock K6 Fund | — | — | — | $17.1M | 2.0% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2020 Commingled Pool | — | — | — | $12.5M | 1.5% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $12.5M | 1.5% | |
| Fidelity Management Trust Company Fidelity Extended Market Index Fund | — | — | — | $12.4M | 1.5% | |
| Carillon Tower Advisors, LLC Carillon Eagle Mid Cap Growth R6 | — | — | — | $11.9M | 1.4% | |
| Fidelity Management Trust Company Fidelity Total Bond K6 Fund | — | — | — | $11.4M | 1.4% | |
| The Vanguard Group, Inc. Vanguard Total Bond Index Institutional | — | — | — | $10.6M | 1.3% | |
| Notes receivable from participants Interest rates – 3.25% to 8.50% | — | — | — | $9.2M | 1.1% | |
| The Vanguard Group, Inc. Vanguard Total Intl Stock Index Institutional | — | — | — | $8.9M | 1.1% | |
| The Vanguard Group, Inc. Vanguard Inflation-Protected Securities Fund | — | — | — | $3.9M | 0.5% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2015 Commingled Pool | — | — | — | $2.7M | 0.3% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date Income Commingled Pool | — | — | — | $2.0M | 0.2% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $2.0M | 0.2% | |
| Fidelity Institutional Asset Management Trust Company FIAM Target Date 2010 Commingled Pool | — | — | — | $630K | <0.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $630K | <0.1% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $293K | <0.1% | |
| FID FRDM BLND 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |