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Original filing (PDF)20251014201010NAL0001794915001
SARTORIUS STEDIM FILTERS, INC.
Form 5500
FILING_RECEIVED
SARTORIUS STEDIM FILTERS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
36% in single holding
Active participants
899
Accounts w/ balance
1,227
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
82
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Balanced R6 Mutual funds *** -" is 36% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SARTORIUS STEDIM FILTERS, INC..
Plan sponsor
Name
SARTORIUS STEDIM FILTERS, INC.
EIN
66-0650060
Address
PO BOX 6 · YAUCO, PR · 00698
Phone
(787) 856-5020
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RRC CPA GROUP PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD, CO | RECORDKEEPER | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP , LLC | — | GREENWOOD, CO | INVESTMENT MGMT | $20K | — |
Investments
17 direct securities· $12.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 Mutual funds *** - | — | — | — | $4.7M | 35.7% | |
| Fidelity 500 Index Mutual funds *** - | — | — | — | $2.0M | 15.2% | |
| Gwi Fixed Account - Series Class I Guaranteed Annuity contract - | — | — | — | $1.9M | 14.7% | |
| Mfs International Equity R6 Mutual funds *** - | — | — | — | $834K | 6.4% | |
| Mfs Massachusets Investors GR Stk R6 Mutual funds *** - | — | — | — | $621K | 4.7% | |
| Mfs Mid Cap Value R6 Mutual funds *** - | — | — | — | $603K | 4.6% | |
| Fidelity Mid Cap Stock K6 Mutual funds *** - | — | — | — | $574K | 4.4% | |
| Parnassus Core Equity- Inst Mutual funds *** - | — | — | — | $465K | 3.5% | |
| Calvert International Equity R6 Mutual funds *** - | — | — | — | $375K | 2.9% | |
| Invesco Discovery Mid cap Growth R6 Mutual funds *** - | — | — | — | $370K | 2.8% | |
| American Funds Bond Fund of Amer R6 Mutual funds *** - | — | — | — | $287K | 2.2% | |
| First Eagle Global R6 Mutual funds *** - | — | — | — | $135K | 1.0% | |
| 40,364 1/20/2023 1/31/2023 | — | — | — | $40K | 0.3% | |
| 10,074 1/20/2023 1/31/2023 | — | — | — | $10K | <0.1% | |
| 9,835 1/27/2023 3/10/2023 | — | — | — | $10K | <0.1% | |
| and PTE 2002- contributions Corrected Correction in Withheld Remitted 51 are included Not Corrected Outside VFCP 9,661 1/13/2023 1/31/2023 | — | — | — | $10K | <0.1% | |
| 2,141 8/14/2023 9/11/2023 | — | — | — | $2K | <0.1% |