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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 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV ASSET MGMT | 20-4659714 | — | INV. ADVISORY | $91K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-0765316 | — | AUDIT | $18K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST CO | 04-3022712 | — | ADMIN / ACTUARY/ CONSULT | $320K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOLEY & LARDNER LLP | 39-0473800 | — | LEGAL | $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
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM INTERMEDIATE DURATION POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 014 | Common Collective Trust | — | $14.7M | $16.8M | 54.5% | |
| Fidelity Institutional Asset Management* 8 - 10 Year Corporate Bond Commingled Pool | — | — | $7.3M | $8.7M | 28.1% | |
| FIAM 8-10 YR CRP BD CP -A FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | — | — | $8.7M | 28.1% | |
| FIAM LONG U.S. TREASURY STRIPS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 120 | Common Collective Trust | — | $3.0M | $2.1M | 6.9% | |
| FIAM SHORT DURATION POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 016 | Common Collective Trust | — | $1.7M | $1.8M | 5.9% | |
| FIAM LONG CORPORATE A OR BETTER - P FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $1.3M | $1.4M | 4.6% |
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