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Original filing (PDF)20250807163129NAL0008701522001
KCI TECHNOLOGIES, INC
Form 5500
FILING_RECEIVED
KCI TECHNOLOGIES, INC 401(K) PLAN
401(k) retirement plan
Active participants
2,339
Accounts w/ balance
2,894
Plan assets (EOY)
$267.7M
Net assets (EOY)
$267.7M
How this plan invests
This plan
17 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KCI TECHNOLOGIES, INC.
Plan sponsor
Name
KCI TECHNOLOGIES, INC
EIN
52-1604386
Address
936 RIDGEBROOK ROAD · SPARKS, MD · 21152
Phone
(410) 891-1766
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $254K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $49K | — |
Investments
2 direct securities · 17 pooled funds· $156.7M(59% 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
$134.3M
13 holdings
Pooled Separate Account
$13.5M
4 holdings
Uncategorized
$8.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JENNISON LARGE CAP GROWTH PGIM INVESTMENTS · EIN 06-1050034 / PN 408 | Common Collective Trust | — | — | $20.9M | 7.8% | |
| GREAT-WEST LIFETIME 2035 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 013 | Common Collective Trust | — | — | $19.6M | 7.3% | |
| GREAT-WEST LIFETIME 2045 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 014 | Common Collective Trust | — | — | $15.6M | 5.8% | |
| GREAT-WEST LIFETIME 2055 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 015 | Common Collective Trust | — | — | $14.3M | 5.4% | |
| GREAT-WEST LIFETIME 2030 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 049 | Common Collective Trust | — | — | $13.5M | 5.0% | |
| GREAT-WEST LIFETIME 2025 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 012 | Common Collective Trust | — | — | $12.3M | 4.6% | |
| GREAT-WEST LIFETIME 2040 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 050 | Common Collective Trust | — | — | $11.7M | 4.4% | |
| GREAT-WEST LIFETIME 2050 TRUST GREAT-WEST TRUST COMPANY, LLC11306331 · EIN 84-1455663 / PN 051 | Common Collective Trust | — | — | $11.3M | 4.2% | |
| [DFE: FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (extraction pending)] | — | — | — | $6.7M | 2.5% | |
| FUTURE FUNDS SERIES ACCT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $6.7M | 2.5% | |
| MID CAP VALUE ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $4.7M | 1.7% | |
| VICTORY SMALL CAP VALUE COLLECTV 75 GLOBAL TRUST COMPANY · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $4.3M | 1.6% | |
| GREAT-WEST LIFETIME 2060 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $3.8M | 1.4% | |
| VICTORY SMALL CAP VALUE 75 THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $3.5M | 1.3% | |
| GREAT-WEST LIFETIME 2020 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 047 | Common Collective Trust | — | — | $2.1M | 0.8% | |
| [DFE: LARGE CAP GROWTH JENNISON FUND (SALG6) (extraction pending)] | — | — | — | $2.1M | 0.8% | |
| FIDELITY FREEDOM BLEND 2015 TRUST FIDELITY INVESTMENTS · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $2.1M | 0.8% | |
| PRU CORE PLUS BOND FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $38K | <0.1% |
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