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Original filing (PDF)20251015063006NAL0007995346001
MEDELA LLC
Form 5500
FILING_RECEIVED
MEDELA LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
450
Accounts w/ balance
602
Plan assets (EOY)
$71.8M
Net assets (EOY)
$71.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDELA LLC.
Plan sponsor
Name
MEDELA LLC
EIN
36-3098932
Address
1101 CORPORATE DRIVE · MCHENRY, IL · 600507006
Phone
(815) 363-1166
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $93K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTER BENEFITS CONSULTING GROUP | 36-4430093 | — | OTHER SERVICES | $0 | — |
Investments
28 direct securities · 14 pooled funds· $113.8M(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.
Uncategorized
$64.2M
27 holdings
Common Collective Trust
$46.3M
14 holdings
Mutual Funds
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Trust Target 2040 Fund Collective investment trust funds | — | — | $200K | $9.7M | 13.4% | |
| PRIN LIFE TIME HYBR 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $9.7M | 13.4% | |
| Fidelity 500 Index Fund Mutual funds | — | — | $39K | $8.1M | 11.2% | |
| Principal Trust Target 2035 Fund Collective investment trust funds | — | — | $174K | $7.8M | 10.9% | |
| PRIN LIFE TIME HYBR 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $7.8M | 10.9% | |
| Principal Trust Target 2025 Fund Collective investment trust funds | — | — | $195K | $7.4M | 10.3% | |
| PRIN LIFE TIME HYBR 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.4M | 10.3% | |
| Principal Trust Target 2030 Fund Collective investment trust funds | — | — | $168K | $6.9M | 9.6% | |
| PRIN LIFE TIME HYBR 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.9M | 9.6% | |
| Principal Trust Target 2045 Fund Collective investment trust funds | — | — | $71K | $3.7M | 5.1% | |
| PRIN LIFE TIME HYBR 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.7M | 5.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $139K | $3.5M | 4.9% | |
| Alliance Bernstein Large Cap Growth Mutual funds | Mutual Funds | — | $30K | $3.3M | 4.6% | |
| Principal Trust Target 2055 Fund Collective investment trust funds | — | — | $51K | $2.7M | 3.8% | |
| PRIN LIFE TIME HYBR 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.7M | 3.8% | |
| Dodge & Cox Stock Mutual funds | — | — | $11K | $2.7M | 3.8% | |
| Principal Trust Target 2050 Fund Collective investment trust funds | — | — | $39K | $2.0M | 2.8% | |
| PRIN LIFE TIME HYBR 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.0M | 2.8% | |
| Vanguard Inflation-Protected Mutual funds | — | — | $74K | $1.7M | 2.3% | |
| JP Morgan Core Plus Bond Mutual funds | — | — | $225K | $1.6M | 2.2% | |
| DFA U.S. Small Cap Mutual funds | — | — | $27K | $1.3M | 1.8% | |
| Notes receivable from participants Interest rates of 4.25%–9.50% | — | — | — | $1.2M | 1.7% | |
| Goldman Sachs GQG International Opportunities Fund Mutual funds | — | — | $60K | $1.2M | 1.6% | |
| Pimco International Bond U.S. Dollar Hedged Mutual funds | — | — | $99K | $983K | 1.4% | |
| Principal Trust Target 2020 Fund Collective investment trust funds | — | — | $28K | $976K | 1.4% | |
| PRIN LIFE TIME HYBR 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $976K | 1.4% | |
| Vanguard Mid Cap Index Mutual funds | — | — | $2K | $769K | 1.1% | |
| Principal Trust Target 2060 Fund Collective investment trust funds | — | — | $28K | $730K | 1.0% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $730K | 1.0% | |
| Cohen & Steers Institutional Realty Shares Inc. Mutual funds | — | — | $13K | $626K | 0.9% | |
| Vanguard Developed Markets Index Mutual funds | — | — | $27K | $420K | 0.6% | |
| Invesco International Small-Mid Company Fund Mutual funds | — | — | $10K | $379K | 0.5% | |
| The Income Fund of America Mutual funds | — | — | $14K | $341K | 0.5% | |
| Principal Trust Target 2070 Fund Collective investment trust funds | — | — | $22K | $281K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $281K | 0.4% | |
| Principal Trust Target 2065 Fund Collective investment trust funds | — | — | $14K | $248K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $248K | 0.3% | |
| Janus Henderson Triton Mutual funds | — | — | $8K | $213K | 0.3% | |
| Principal Lifetime Hybrid Income Collective investment trust funds | — | — | $8K | $165K | 0.2% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $165K | 0.2% | |
| Principal Trust Target 2015 Fund Collective investment trust funds | — | — | $3K | $92K | 0.1% | |
| PRIN LIFE TIME HYBR 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $92K | 0.1% |
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