How big is Bitzer US, Inc.'s plan?

Bitzer US, Inc.'s plan reported $30.9M in assets and 318 participants for 2024.

Original filing (PDF)20251009082352NAL0006673809001

Bitzer US, Inc.

Name: Bitzer US, Inc. — Bitzer US, Inc. 401(k) & Long TERM, Form 5500 (2024)
Creator: Bitzer US, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bitzer US, Inc. 401(k) & Long TERM Incentive Plan

401(k) retirement plan · Bitzer US, Inc.'s Bitzer US, Inc. 401(k) & Long TERM Incentive Plan held $30.9M in plan assets for 318 participants in 2024, with Empower as recordkeeper.

Active participants

318

Accounts w/ balance

421

Plan assets (EOY)

$30.9M

Net assets (EOY)

$30.9M

People on this filing

Amanda Edmondson signed Bitzer US, Inc.'s 2024 Form 5500 as plan administrator.

Amanda Edmondson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bitzer US, Inc.'s EIN is 58-1345338.

EIN 58-1345338

Plan number 002

Plan year 2024

ACK ID 20251009082352NAL0006673809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bitzer US, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bitzer US, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

BITZER US, INC.

EIN

all filings

Address

4080 ENTERPRISE WAY · FLOWERY BRANCH, GA · 30542

Phone

(770) 718-2907

Industry

Manufacturing

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$16K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$16K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

31 direct securities· $30.8M(100% of reported assets)

Mutual Funds

$24.0M

20 holdings

Other securities

$5.1M

8 holdings

Bonds / Notes

$895K

1 holding

Common Collective Trusts

$762K

2 holdings

					% of plan
FIDELITY 500 INDEX	Mutual Funds	—	—	$5.3M	17.1%
Guaranteed Interest Account * Empower EI FIXED ACCOUNT - SERIES CLASS II	Other securities	—	—	$3.2M	10.2%
VANGUARD TARGET RETIREMENT 2050 INV	Mutual Funds	—	—	$2.8M	9.2%
VANGUARD TARGET RETIREMENT 2040 INV	Mutual Funds	—	—	$2.7M	8.7%
VANGUARD TARGET RETIREMENT 2030 INV	Mutual Funds	—	—	$1.9M	6.2%
JPMORGAN LARGE CAP GROWTH R6	Other securities	—	—	$1.7M	5.5%
VANGUARD TARGET RETIREMENT 2060 INV	Mutual Funds	—	—	$1.3M	4.1%
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL	Mutual Funds	—	—	$1.3M	4.1%
FIDELITY INTERNATIONAL INDEX	Mutual Funds	—	—	$1.3M	4.1%
VANGUARD TOTAL STOCK MRK INDEX - ADMIRAL	Mutual Funds	—	—	$1.1M	3.7%
VANGUARD TARGET RETIREMENT 2055 INV	Mutual Funds	—	—	$1.1M	3.5%
VANGUARD TARGET RETIREMENT 2045 INV	Mutual Funds	—	—	$899K	2.9%
Notes receivable from participants * Participant loans Interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$895K	2.9%
FIDELITY SMALL CAP INDEX	Mutual Funds	—	—	$845K	2.7%
FIDELITY MID CAP INDEX	Mutual Funds	—	—	$830K	2.7%
VANGUARD SHORT-TERM BOND INDEX ADM	Mutual Funds	—	—	$659K	2.1%
VANGUARD TARGET RETIREMENT 2065 INV	Mutual Funds	—	—	$536K	1.7%
VANGUARD EMERGING MKTS STOCK IDX ADM	Common Collective Trusts	—	—	$486K	1.6%
VANGUARD TARGET RETIREMENT 2035 INV	Mutual Funds	—	—	$474K	1.5%
VANGUARD TARGET RETIREMENT 2025 INV	Mutual Funds	—	—	$458K	1.5%
VANGUARD TARGET RETIREMENT 2020 INV	Mutual Funds	—	—	$322K	1.0%
VANGUARD TOTAL INTL BD IDX ADMIRAL	Common Collective Trusts	—	—	$276K	0.9%
PGIM HIGH-YIELD R6	Other securities	—	—	$109K	0.4%
AMERICAN CENTURY AMERICAN FUNDS AMERICAN BALANCED R6	Mutual Funds	—	—	$73K	0.2%
VANGUARD TARGET RETIREMENT 2070 INV	Mutual Funds	—	—	$60K	0.2%
ALLSPRING SPECIAL SMALL CAP VALUE R6	Other securities	—	—	$58K	0.2%
VANGUARD TARGET RETIREMENT INCOME INV	Mutual Funds	—	—	$52K	0.2%
AMERICAN CENTURY AMERICAN CENTURY MID CAP VALUE R6	Other securities	—	—	$32K	0.1%
CARILLON EAGLE CARILLON EAGLE MID CAP GROWTH R6	Other securities	—	—	$24K	<0.1%
JPMORGAN US VALUE R6	Other securities	—	—	$17K	<0.1%
AMERICAN CENTURY AMERICAN CENTURY SMALL CAP GROWTH R6	Other securities	—	—	$16K	<0.1%