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Original filing (PDF)20251009174617NAL0006991681001
VWR ADVANCED INSTRUMENTS, LLC
Form 5500
FILING_RECEIVED
VWR ADVANCED INSTRUMENTS PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
93
Accounts w/ balance
108
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Fund Mutual Funds, 60,924 shares" is 28% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VWR ADVANCED INSTRUMENTS, LLC.
Plan sponsor
Name
VWR ADVANCED INSTRUMENTS, LLC
EIN
66-0830474
Address
BUILDING ONE SUITE 200 · P.O. BOX 6660 100 MATSONFORD ROAD · RADNOR, PA · 19087
Phone
(610) 386-1718
Industry
All Other Professional Services· Professional & Technical Servicessee 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)
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GALINDEZ, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
Investments
19 direct securities · 3 pooled funds· $8.2M(99% 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.
Uncategorized
$8.2M
19 holdings
Common Collective Trust
$50K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Funds, 60,924 shares | — | — | — | $2.3M | 27.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds, 74,021 shares | — | — | — | $1.8M | 21.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds, 39,294 shares | — | — | — | $1.7M | 20.4% | |
| JPMorgan Large Cap Growth Fund Mutual Funds, 7,529 shares | — | — | — | $631K | 7.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds, 16,307 shares | — | — | — | $484K | 5.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds, 13,263 shares | — | — | — | $248K | 3.0% | |
| Notes receivable from participants Interest of 4.25% - 9.50% | — | — | — | $234K | 2.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Funds, 4,634 shares | — | — | — | $231K | 2.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds, 3,240 shares | — | — | — | $180K | 2.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds, 5,398 shares | — | — | — | $143K | 1.7% | |
| Vanguard Institutional Index Fund Mutual Funds, 273 shares | — | — | — | $131K | 1.6% | |
| Reliance Trust Company - Reliance Trust New York Anchor Account - Series 1 Collective Investment Trust , 55 shares | — | — | — | $36K | 0.4% | |
| REL TRUST NYL ANCH ACCT SER 1 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $36K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds, 590 shares | — | — | — | $30K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds, 517 shares | — | — | — | $17K | 0.2% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $9K | 0.1% | |
| Vanguard Mid-Cap Index Fund Mutual Funds, 126 shares | — | — | — | $9K | 0.1% | |
| Vanguard Small-Cap Index Fund Mutual Funds, 70 shares | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual Funds, 573 shares | — | — | — | $8K | <0.1% | |
| Allspring Special Small Cap Value Fund Mutual Funds, 156 shares | — | — | — | $6K | <0.1% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $5K | <0.1% | |
| Vanguard Total International Stock Index Fund Mutual Funds, 12 shares | — | — | — | $2K | <0.1% |
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