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Original filing (PDF)20251014154347NAL0001635187001
ECOLAB INC.
Form 5500
FILING_RECEIVED
ECOLAB PUERTO RICO SAVINGS PLAN
401(k) retirement plan
Signals · 3
37% in single holding37% employer stockNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
148
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
12 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
57
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Ecolab Inc. common stock" is 37% of plan.
- 37% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECOLAB INC..
Plan sponsor
Name
ECOLAB INC.
EIN
41-0231510
Address
BENEFITS DEPARTMENT · 1 ECOLAB PLACE · ST. PAUL, MN · 55102
Phone
(800) 964-0265
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
OLSEN THIELEN & CO. , LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
22 direct securities · 12 pooled funds· $18.8M(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
$14.5M
22 holdings
Common Collective Trust
$4.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ecolab Inc. common stock | — | — | — | $5.5M | 36.6% | |
| Spartan 500 Index Fund Investor Class | — | — | — | $3.4M | 23.0% | |
| SS TRGT RET 2040 M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $942K | 6.3% | |
| State Street Target Retirement 2040 Fund M | — | — | — | $942K | 6.3% | |
| SS TRGT RET 2035 M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $874K | 5.9% | |
| State Street Target Retirement 2035 Fund M | — | — | — | $874K | 5.8% | |
| State Street Target Retirement 2045 Fund M | — | — | — | $656K | 4.4% | |
| SS TRGT RET 2045 M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $656K | 4.4% | |
| State Street Target Retirement 2025 Fund M | — | — | — | $538K | 3.6% | |
| SS TRGT RET 2025 M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $537K | 3.6% | |
| Notes receivable from participants | — | — | — | $437K | 2.9% | |
| HARBOR CAP APPR CIT 4 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $372K | 2.5% | |
| SS TRGT RET 2050 M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $351K | 2.4% | |
| State Street Target Retirement 2050 Fund M | — | — | — | $351K | 2.3% | |
| Dodge & Cox Stock Fund | — | — | — | $301K | 2.0% | |
| Fidelity Extended Market Index Fund | — | — | — | $276K | 1.8% | |
| Spartan US Bond Index Fund | — | — | — | $274K | 1.8% | |
| Fidelity Government Money Market Fund | — | — | — | $267K | 1.8% | |
| SS TRGT RET 2055 M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $191K | 1.3% | |
| State Street Target Retirement 2055 Fund M | — | — | — | $191K | 1.3% | |
| American Europacific Growth R6 | — | — | — | $151K | 1.0% | |
| State Street Target Retirement 2030 Fund M | — | — | — | $133K | 0.9% | |
| SS TRGT RET 2030 M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $133K | 0.9% | |
| WTC-CIF II SMD CAP RES EQ 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | — | $107K | 0.7% | |
| Wellington Trust Investment Fund | — | — | — | $107K | 0.7% | |
| SS TRGT RET 2060 M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $64K | 0.4% | |
| State Street Target Retirement 2060 Fund M | — | — | — | $64K | 0.4% | |
| State Street Target Retirement 2065 Fund M | — | — | — | $36K | 0.2% | |
| SS TRGT RET 2065 M STATE STREET BANK & TRUST COMPANY · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $36K | 0.2% | |
| SS TRGT RET INC M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $22K | 0.1% | |
| State Street Target Retirement Income Fund M | — | — | — | $22K | 0.1% | |
| Western Asset Core Plus Bond Fund | — | — | — | $6K | <0.1% | |
| Fidelity Global ex US Index Fund | — | — | — | $5K | <0.1% | |
| Banco Popular Time Deposit Open Account | — | — | — | $5K | <0.1% |
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