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Original filing (PDF)20251015165832NAL0002783763001

GARDNER DENVER, INC.

Form 5500
FILING_RECEIVED
GARDNER DENVER, INC PENSION PLAN
Defined-benefit pension plan
Signals · 3
55% in single holding~156 bps in Sched C feesNo recordkeeper disclosed
Active participants
169
Accounts w/ balance
Plan assets (EOY)
$30.8M
Net assets (EOY)
$30.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
  • Top holding "s Fidelity Institutional Asset Management* Intermediate Duration Commingled Pool" is 55% of plan.
  • 156 bps in Schedule C fees — 439% above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
  • Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARDNER DENVER, INC..
Plan sponsor
Name
GARDNER DENVER, INC.
EIN
76-0419383
Address
525 HARBOUR PLACE DRIVE #600 · DEPARTMENT 10 · DAVIDSON, NC · 28036
Phone
(414) 212-4764
Industry
Manufacturingsee all
Plan administrator
Name
GARDNER DENVER, INC
EIN
76-0419383
City
QUINCY, IL
Phone
(217) 222-5400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INV ASSET MGMT20-4659714INV. ADVISORY$91K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
RUBINBROWN LLP43-0765316AUDIT$18K
Actuary
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY MANAGEMENT TRUST CO04-3022712ADMIN / ACTUARY/ CONSULT$320K
Legal counsel
1
NameEINLocationRelationDirect compIndirect comp
FOLEY & LARDNER LLP39-0473800LEGAL$52K

Investments

1 direct security · 5 pooled funds· $39.4M(100% 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
$30.8M
5 holdings
Uncategorized
$8.7M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FIAM INTERMEDIATE DURATION POOL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 014
Common Collective Trust
$14.7M$16.8M54.5%
Fidelity Institutional Asset Management* 8 - 10 Year Corporate Bond Commingled Pool$7.3M$8.7M28.1%
FIAM 8-10 YR CRP BD CP -A
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155
Common Collective Trust
$8.7M28.1%
FIAM LONG U.S. TREASURY STRIPS
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 120
Common Collective Trust
$3.0M$2.1M6.9%
FIAM SHORT DURATION POOL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 016
Common Collective Trust
$1.7M$1.8M5.9%
FIAM LONG CORPORATE A OR BETTER - P
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103
Common Collective Trust
$1.3M$1.4M4.6%

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