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Original filing (PDF)20251009082352NAL0006673809001
BITZER US, INC.
Form 5500
FILING_RECEIVED
BITZER US, INC. 401(K) & LONG TERM INCENTIVE PLAN
401(k) retirement plan
Active participants
318
Accounts w/ balance
421
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
31 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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BITZER US, INC..
Plan sponsor
Name
BITZER US, INC.
EIN
58-1345338
Address
4080 ENTERPRISE WAY · FLOWERY BRANCH, GA · 30542
Phone
(770) 718-2907
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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
WINDHAM BRANNAN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $25K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | OTHER | $1K | — |
Investments
31 direct securities· $30.8M(100% of reported assets)
Uncategorized
$25.5M
30 holdings
Mutual Funds
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Mutual Funds | — | — | $5.3M | 17.1% | |
| Guaranteed Interest Account * Empower EI FIXED ACCOUNT - SERIES CLASS II | — | — | — | $3.2M | 10.2% | |
| VANGUARD TARGET RETIREMENT 2050 INV | — | — | — | $2.8M | 9.2% | |
| VANGUARD TARGET RETIREMENT 2040 INV | — | — | — | $2.7M | 8.7% | |
| VANGUARD TARGET RETIREMENT 2030 INV | — | — | — | $1.9M | 6.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $1.7M | 5.5% | |
| VANGUARD TARGET RETIREMENT 2060 INV | — | — | — | $1.3M | 4.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | — | — | — | $1.3M | 4.1% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $1.3M | 4.1% | |
| VANGUARD TOTAL STOCK MRK INDEX - ADMIRAL | — | — | — | $1.1M | 3.7% | |
| VANGUARD TARGET RETIREMENT 2055 INV | — | — | — | $1.1M | 3.5% | |
| VANGUARD TARGET RETIREMENT 2045 INV | — | — | — | $899K | 2.9% | |
| Notes receivable from participants * Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $895K | 2.9% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $845K | 2.7% | |
| FIDELITY MID CAP INDEX | — | — | — | $830K | 2.7% | |
| VANGUARD SHORT-TERM BOND INDEX ADM | — | — | — | $659K | 2.1% | |
| VANGUARD TARGET RETIREMENT 2065 INV | — | — | — | $536K | 1.7% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM | — | — | — | $486K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2035 INV | — | — | — | $474K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV | — | — | — | $458K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2020 INV | — | — | — | $322K | 1.0% | |
| VANGUARD TOTAL INTL BD IDX ADMIRAL | — | — | — | $276K | 0.9% | |
| PGIM HIGH-YIELD R6 | — | — | — | $109K | 0.4% | |
| AMERICAN CENTURY AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $73K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 INV | — | — | — | $60K | 0.2% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 | — | — | — | $58K | 0.2% | |
| VANGUARD TARGET RETIREMENT INCOME INV | — | — | — | $52K | 0.2% | |
| AMERICAN CENTURY AMERICAN CENTURY MID CAP VALUE R6 | — | — | — | $32K | 0.1% | |
| CARILLON EAGLE CARILLON EAGLE MID CAP GROWTH R6 | — | — | — | $24K | <0.1% | |
| JPMORGAN US VALUE R6 | — | — | — | $17K | <0.1% | |
| AMERICAN CENTURY AMERICAN CENTURY SMALL CAP GROWTH R6 | — | — | — | $16K | <0.1% |
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