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Original filing (PDF)20250826093826NAL0016958418001
MULTIVAC, INC.
Form 5500
FILING_RECEIVED
MULTIVAC, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
518
Accounts w/ balance
550
Plan assets (EOY)
$92.3M
Net assets (EOY)
$92.3M
How this plan invests
This plan
40 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 (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTIVAC, INC..
Plan sponsor
Name
MULTIVAC, INC.
EIN
43-1452397
Address
11021 N. POMONA AVENUE · KANSAS CITY, MO · 64153
Phone
(816) 891-0555
Industry
Manufacturingsee 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
2025-08-26
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $27K | — |
Investments
40 direct securities· $92.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity* Contrafund K6 | — | — | — | $9.8M | 10.7% | |
| Fidelity* 500 Index Fund | — | — | — | $9.2M | 10.0% | |
| Fidelity* Freedom 2035 K6 Fund | — | — | — | $5.2M | 5.7% | |
| Fidelity* Freedom 2050 K6 Fund | — | — | — | $5.2M | 5.6% | |
| Fidelity* Blue Chip Growth K6 Fund | — | — | — | $5.0M | 5.4% | |
| Fidelity* Freedom 2025 K6 Fund | — | — | — | $4.0M | 4.3% | |
| Fidelity* Select Technology | — | — | — | $3.9M | 4.2% | |
| Fidelity* Freedom 2030 K6 Fund | — | — | — | $3.7M | 4.0% | |
| Fidelity* Freedom 2040 K6 Fund | — | — | — | $3.4M | 3.7% | |
| Fidelity* International Index | — | — | — | $3.3M | 3.6% | |
| Fidelity* Freedom 2045 K6 Fund | — | — | — | $3.3M | 3.6% | |
| Fidelity* Low-Priced Stock Fund | — | — | — | $3.3M | 3.5% | |
| Baird Core Plus Inst | — | — | — | $2.8M | 3.0% | |
| Fidelity* Extended Market Index | — | — | — | $2.7M | 3.0% | |
| Fidelity* Equity Income Fund | — | — | — | $2.6M | 2.8% | |
| Fidelity* U.S. Bond Index Fund | — | — | — | $2.6M | 2.8% | |
| Fidelity* Government Money Market K6 | — | — | — | $2.4M | 2.6% | |
| Fidelity* Freedom 2060 K6 Fund | — | — | — | $2.3M | 2.5% | |
| Fidelity* Freedom 2055 K6 Fund | — | — | — | $2.2M | 2.3% | |
| Fidelity* Emerging Markets | — | — | — | $1.7M | 1.9% | |
| Fidelity* Diversified International Fund | — | — | — | $1.6M | 1.8% | |
| Fidelity* MidCap Stock Fund | — | — | — | $1.5M | 1.6% | |
| Fidelity* Puritan Fund | — | — | — | $1.2M | 1.3% | |
| Invesco Comstock R6 | — | — | — | $1.2M | 1.3% | |
| Fidelity* Freedom 2020 K6 Fund | — | — | — | $1.0M | 1.1% | |
| Participant loans* Notes receivable from participants, interest rates ranging from 4.25% to 9.50%, maturity dates through April 2034 | — | — | — | $1.0M | 1.1% | |
| Fidelity* Select Healthcare | — | — | — | $1.0M | 1.1% | |
| Fidelity* Select Consumer Discretionary | — | — | — | $989K | 1.1% | |
| JP Morgan US Small Company Fund | — | — | — | $951K | 1.0% | |
| Fidelity* Select Utilities | — | — | — | $620K | 0.7% | |
| Fidelity* Select Energy | — | — | — | $517K | 0.6% | |
| Fidelity* Select Consumer Staples | — | — | — | $423K | 0.5% | |
| Fidelity* Select Industrials | — | — | — | $305K | 0.3% | |
| Fidelity* Select Financial | — | — | — | $257K | 0.3% | |
| Fidelity* Freedom Income K6 Fund | — | — | — | $244K | 0.3% | |
| Fidelity* Freedom 2065 K6 Fund | — | — | — | $218K | 0.2% | |
| Fidelity* Freedom 2005 K6 Fund - Fidelity* Freedom 2010 K6 Fund | — | — | — | $150K | 0.2% | |
| Fidelity* Select Telecomm | — | — | — | $110K | 0.1% | |
| Fidelity* Select Materials | — | — | — | $104K | 0.1% | |
| Fidelity* Freedom 2015 K6 Fund | — | — | — | $70K | <0.1% |
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