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Original filing (PDF)20251007102847NAL0002580595001
DANFOSS POWER SOLUTIONS US COMPANY
Form 5500
FILING_RECEIVED
DANFOSS POWER SOLUTIONS EMPLOYEES' RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
889
Accounts w/ balance
—
Plan assets (EOY)
$150.8M
Net assets (EOY)
$150.8M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SEI Institutional Investments Intermediate Duration Credit Fund A Mutual Fund" is 34% of plan.
- 27 bps in Schedule C fees — 169% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANFOSS POWER SOLUTIONS US COMPANY.
Plan sponsor
Name
DANFOSS POWER SOLUTIONS US COMPANY
EIN
42-1345015
Address
2800 EAST 13TH STREET · AMES, IA · 50010
Phone
(515) 239-6000
Industry
Manufacturingsee all
Plan administrator
Name
DANFOSS POWER SOLUTIONS US COMPANY
EIN
42-1345015
City
AMES, IA
Phone
(515) 239-6000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $295K | — |
| STATE STREET BANK AND TRUST | 04-1867445 | — | NONE | $68K | — |
| MERCER | 13-2834414 | — | NONE | $43K | — |
Investments
14 direct securities· $147.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI Institutional Investments Intermediate Duration Credit Fund A Mutual Fund | — | — | $56.0M | $50.6M | 33.6% | |
| SEI Institutional Investments Long Duration Credit Fund A Mutual Fund | — | — | $46.5M | $36.2M | 24.0% | |
| SEI Institutional Managed Trust Global Managed Volatility Fund Class A Mutual Fund | — | — | $15.0M | $14.3M | 9.5% | |
| SEI Institutional Investments World Equity Ex-U.S. Fund A Mutual Fund | — | — | $10.5M | $10.4M | 6.9% | |
| SEI Institutional Investments S&P 500 Index Fund A Mutual Fund | — | — | $8.6M | $10.2M | 6.8% | |
| U.S. Treasury Strips 9128334Y3 Zero coupon, $9,219,000 par, 8/15/2034 | — | — | $6.0M | $5.8M | 3.9% | |
| U.S. Treasury Strips 912834DU9 Zero coupon, $8,842,000 par, 11/15/2038 | — | — | $4.6M | $4.5M | 3.0% | |
| SEI Institutional Investments High Yield Bond Fund A Mutual Fund | — | — | $4.6M | $3.9M | 2.6% | |
| SEI Institutional Investments Emerging Markets Debt Fund A Mutual Fund | — | — | $4.5M | $3.9M | 2.6% | |
| SEI Institutional Investments Small/Mid Cap Equity Fund A Mutual Fund | — | — | $2.7M | $2.5M | 1.7% | |
| U.S. Treasury Strips 912834G93 Zero coupon, $7,478,000 par, 5/15/2053 | — | — | $2.2M | $1.9M | 1.3% | |
| U.S. Treasury Strips 912834NF1 Zero coupon, $2,955,000 par, 2/15/2044 | — | — | $1.2M | $1.1M | 0.7% | |
| State Street Bank and Trust Co. Short Term Investment Fund Short Term Investment Fund | — | — | $1.0M | $1.0M | 0.7% | |
| U.S. Treasury Strips 9128334S6 Zero coupon, $1,011,000 par, 8/15/2031 | — | — | $751K | $742K | 0.5% |
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