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Original filing (PDF)20250701101917NAL0018359328001
METTLER-TOLEDO, LLC
Form 5500
FILING_RECEIVED
METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,411
Accounts w/ balance
4,668
Plan assets (EOY)
$793.2M
Net assets (EOY)
$793.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METTLER-TOLEDO, LLC.
Plan sponsor
Name
METTLER-TOLEDO, LLC
EIN
34-1538688
Address
1900 POLARIS PARKWAY · COLUMBUS, OH · 432404035
Phone
(614) 438-4898
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
031
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK, SCHAFERER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $252K | — |
Investments
13 direct securities · 14 pooled funds· $782.6M(99% 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
$444.3M
14 holdings
Uncategorized
$338.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $117.6M | 14.8% | |
| VANGUARD TARGET RET. 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $63.0M | 7.9% | |
| VANGUARD RET. SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $60.3M | 7.6% | |
| Vanguard U.S. Growth Adm | — | — | — | $60.1M | 7.6% | |
| VANGUARD TARGET RET. 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $58.4M | 7.4% | |
| VANGUARD TARGET RET. 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $52.4M | 6.6% | |
| VANGUARD TARGET RET. 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $49.9M | 6.3% | |
| VANGUARD TARGET RET. 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $41.3M | 5.2% | |
| VANGUARD TARGET RET. 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $30.1M | 3.8% | |
| VANGUARD TARGET RET. 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $29.7M | 3.7% | |
| Vanguard Windsor II Fund | — | — | — | $26.3M | 3.3% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $22.9M | 2.9% | |
| Mettler-Toledo International Inc. Mettler-Toledo Stock Fund - 17,736 shares | — | — | — | $21.7M | 2.7% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $21.5M | 2.7% | |
| VANGUARD TARGET RET. 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $20.9M | 2.6% | |
| Vanguard Small-Cap Index Fund | — | — | — | $20.2M | 2.5% | |
| Vanguard International Growth Fund Adm. | — | — | — | $14.9M | 1.9% | |
| VANGUARD TARGET RET. INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $14.8M | 1.9% | |
| VANGUARD TARGET RET. 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $11.3M | 1.4% | |
| Vanguard Participant Self-Directed Brokerage Account | — | — | — | $10.8M | 1.4% | |
| Vanguard Total International Stock Fund | — | — | — | $9.3M | 1.2% | |
| WESTERN ASSET CORE PLUS BOND; CIT GREAT GRAY TRUST COMPANY, LLC · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $7.9M | 1.0% | |
| Participant Loan Receivables Various ranging from 3.25% to 9.5% -0- | — | — | — | $7.2M | 0.9% | |
| Vanguard International Value Fund | — | — | — | $5.5M | 0.7% | |
| VANGUARD TARGET RET. 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.5% | |
| VANGUARD TARGET RET. 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $324K | <0.1% | |
| Vanguard Treasury MM | — | — | — | $300K | <0.1% |