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Original filing (PDF)20250829152943NAL0006309427001
PRIMO WATER HOLDINGS INC
Form 5500
FILING_RECEIVED
PRIMO RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,828
Accounts w/ balance
5,530
Plan assets (EOY)
$371.6M
Net assets (EOY)
$371.6M
How this plan invests
This plan
17 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly 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 PRIMO WATER HOLDINGS INC.
Plan sponsor
Name
PRIMO WATER HOLDINGS INC
EIN
58-2020185
Address
1150 ASSEMBLY DRIVE SUITE 800 · TAMPA, FL · 33607
Phone
(800) 928-3747
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
2025-08-29
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $285K | — |
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | NONE | $202K | — |
| CBIZ CPAS PC | 43-1947695 | — | NONE | $27K | — |
Investments
7 direct securities · 17 pooled funds· $362.3M(97% 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
$299.1M
17 holdings
Uncategorized
$63.2M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA SANDP 500 INDEX FUND CLASS K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $49.4M | 13.3% | |
| CAPITAL GROUP 2040 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $37.9M | 10.2% | |
| CAPITAL GROUP 2030 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $35.9M | 9.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $33.9M | 9.1% | |
| IVY MID CAP GROWTH CIT C IVY FUNDS · EIN 40-3036428 / PN 000 | Common Collective Trust | — | — | $24.5M | 6.6% | |
| FRANKLIN GROWTH GG TRUST CIT S GREAT GRAY · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $19.7M | 5.3% | |
| American Funds EuroPacific Growth Fund® Class R-6 Mutual Funds | — | — | — | $18.8M | 5.0% | |
| CAPITAL GROUP 2050 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $16.7M | 4.5% | |
| JP Morgan Core Bond Fund A Mutual Funds | — | — | — | $16.1M | 4.3% | |
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $15.4M | 4.1% | |
| CAPITAL GROUP 2035 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $14.5M | 3.9% | |
| MFS Value Fund Mutual Funds | — | — | — | $12.3M | 3.3% | |
| CAPITAL GROUP 2020 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $11.4M | 3.1% | |
| CAPITAL GROUP 2045 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $9.7M | 2.6% | |
| CAPITAL GROUP 2055 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $8.7M | 2.4% | |
| CAPITAL GROUP 2025 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $8.0M | 2.2% | |
| CAPITAL GROUP 2015 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $8.0M | 2.1% | |
| Vanguard Explorer Fund Adm Mutual Funds | — | — | — | $7.9M | 2.1% | |
| Victory Syca Est Value I Mutual Funds | — | — | — | $4.9M | 1.3% | |
| CAPITAL GROUP 2060 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $4.3M | 1.1% | |
| MFS New Discovery Value R6 Mutual Funds | — | — | — | $2.4M | 0.6% | |
| CAPITAL GROUP 2065 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $924K | 0.2% | |
| Dreyfus Government Cash Mgmt Instl Money Market Fund | — | — | — | $720K | 0.2% | |
| CAPITAL GROUP 2010 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $174K | <0.1% |
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