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Original filing (PDF)20251002072505NAL0000313552001
VOITH US INC.
Form 5500
FILING_RECEIVED
VOITH EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,686
Accounts w/ balance
2,387
Plan assets (EOY)
$419.0M
Net assets (EOY)
$419.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOITH US INC..
Plan sponsor
Name
VOITH US INC.
EIN
39-2042166
Address
PO BOX 15639 · YORK, PA · 17405
Phone
(844) 864-8400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCKONLY & ASBURY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $329K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | ADVISOR | $74K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | ADVISOR | $16K | — |
| MCADAM LLC | 47-1994636 | — | ADVISOR | $9K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $799 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKONLY & ASBURY | 23-1909723 | — | AUDITOR | $22K | — |
Investments
19 direct securities · 15 pooled funds· $426.1M(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
$222.2M
15 holdings
Uncategorized
$203.8M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $62.3M | 14.9% | |
| New York Life Insurance Anchor Guaranteed Investment Contract | — | — | — | $34.6M | 8.3% | |
| VANGUARD TRGT RETMENT 2030 TRUST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $33.8M | 8.1% | |
| VANGUARD TRGT RETMENT 2035 TRUST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $31.6M | 7.5% | |
| VANGUARD TRGT RETMENT 2040 TRUST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $30.9M | 7.4% | |
| VANGUARD TRGT RETMENT 2025 TRUST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $25.9M | 6.2% | |
| AMERICAN CENTURY US LG CAP GR EQ T1 SEI · EIN 27-0572889 / PN 007 | Common Collective Trust | — | — | $21.1M | 5.0% | |
| VANGUARD TRGT RETMENT 2050 TRUST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.2M | 4.8% | |
| VANGUARD TRGT RETMENT 2045 TRUST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.2M | 4.6% | |
| Vanguard Small Cap Index I Mutual Fund | — | — | — | $11.9M | 2.8% | |
| VANGUARD TRGT RETMENT 2020 TRUST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.4M | 2.7% | |
| VANGUARD TRGT RETMENT 2055 TRUST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $11.2M | 2.7% | |
| MFS Value R6 Mutual Fund | — | — | — | $10.9M | 2.6% | |
| Vanguard Total Bond Market Index I Mutual Fund | — | — | — | $10.7M | 2.6% | |
| Vanguard Target Retire Income & Growth Trust II Common Collective Trust ** 657 Personal Choice Retirement Account - Charles Schwab Participant-Directed Brokerage Accounts | — | — | — | $9.9M | 2.4% | |
| Vanguard Mid Cap Index I Mutual Fund | — | — | — | $9.5M | 2.3% | |
| American Funds EuroPacific Gr R6 Mutual Fund | — | — | — | $9.2M | 2.2% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $8.8M | 2.1% | |
| Vanguard Total Intl Stock Index I Mutual Fund | — | — | — | $7.7M | 1.8% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $7.2M | 1.7% | |
| Vanguard Target Retirement Inc. Trust II Common Collective Trust | — | — | — | $7.1M | 1.7% | |
| VANGUARD TRGT RETMENT INC TRUST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.1M | 1.7% | |
| VANGUARD TRGT RETMENT 2060 TRUST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.1% | |
| WASATCH CORE GROWTH CIT A SEI · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $3.1M | 0.7% | |
| State Street Bank Cash Reserve Interest-Bearing Cash | — | — | — | $3.1M | 0.7% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $2.9M | 0.7% | |
| MFS New Discovery Value R6 Mutual Fund | — | — | — | $2.8M | 0.7% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $2.5M | 0.6% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.5% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | — | — | — | $1.8M | 0.4% | |
| Brandywine GLOBAL Opps Bond IS Mutual Fund | — | — | — | $724K | 0.2% | |
| John Hancock Alternative Asset Allc R6 Mutual Fund | — | — | — | $397K | <0.1% | |
| VANGUARD TARGET RETRMNT 2070 TRUST VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $294K | <0.1% | |
| VANGUARD TARGET RETRMNT INC AND GRO VANGUARD · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $657 | <0.1% |