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Original filing (PDF)20251002072525NAL0000269792002
VOITH US INC.
Form 5500
FILING_RECEIVED
VOITH EMPLOYEE SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
401(k) retirement plan
Active participants
248
Accounts w/ balance
321
Plan assets (EOY)
$36.2M
Net assets (EOY)
$36.2M
How this plan invests
This plan
15 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)
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
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
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
(717) 792-7627
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
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
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)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | 23-1909723 | — | AUDITOR | $15K | — |
Investments
17 direct securities · 15 pooled funds· $36.6M(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
$19.3M
15 holdings
Uncategorized
$17.3M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY US LG CAP GR EQ T1 SEI · EIN 27-0572889 / PN 007 | Common Collective Trust | — | — | $6.2M | 17.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $4.7M | 13.0% | |
| New York Life Insurance Anchor Guaranteed Investment Contract | — | — | — | $4.2M | 11.7% | |
| VANGUARD TRGT RETMENT 2025 TRUST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.2% | |
| VANGUARD TRGT RETMENT 2030 TRUST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.6% | |
| VANGUARD TRGT RETMENT 2040 TRUST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.2% | |
| VANGUARD TRGT RETMENT 2035 TRUST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.9% | |
| VANGUARD TRGT RETMENT 2045 TRUST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| Vanguard Total Intl Stock Index I Mutual Fund | — | — | — | $1.1M | 3.1% | |
| MFS Value R6 Mutual Fund | — | — | — | $1.0M | 2.8% | |
| Vanguard Total Bond Market Index I Mutual Fund | — | — | — | $977K | 2.7% | |
| VANGUARD TRGT RETMENT 2050 TRUST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $773K | 2.1% | |
| VANGUARD TRGT RETMENT 2055 TRUST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $746K | 2.1% | |
| American Funds EuroPacific Gr R6 Mutual Fund | — | — | — | $729K | 2.0% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $688K | 1.9% | |
| Vanguard Mid Cap Index I Mutual Fund | — | — | — | $648K | 1.8% | |
| Vanguard Small Cap Index I Mutual Fund | — | — | — | $627K | 1.7% | |
| MFS New Discovery Value R6 Mutual Fund | — | — | — | $615K | 1.7% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $573K | 1.6% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $493K | 1.4% | |
| Vanguard Target Retirement Inc. Trust II Common Collective Trust | — | — | — | $425K | 1.2% | |
| VANGUARD TRGT RETMENT INC TRUST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $425K | 1.2% | |
| WASATCH CORE GROWTH CIT A SEI · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $355K | 1.0% | |
| VANGUARD TRGT RETMENT 2060 TRUST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $353K | 1.0% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $284K | 0.8% | |
| VANGUARD TRGT RETMENT 2020 TRUST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $220K | 0.6% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | — | — | — | $111K | 0.3% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $99K | 0.3% | |
| VANGUARD TRGT RETMENT 2070 TRUST II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% | |
| BrandywineGLOBAL Global Opps Bond IS Mutual Fund | — | — | — | $29K | <0.1% | |
| State Street Bank Cash Reserve Interest-Bearing Cash | — | — | — | $22K | <0.1% | |
| AMERICAN CENTURY US LG CAP GR EQ T1 SEI · EIN 27-0572888 / PN 007 | Common Collective Trust | — | — | $583 | <0.1% |
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