Original filing (PDF)20251119071159NAL0003745985001

KARL STORZ IMAGING, INC.

Name: KARL STORZ IMAGING, INC. — KARL STORZ IMAGING, INC. EMPLOYEES' SAVINGS PLAN, Form 5500 (2024)
Creator: KARL STORZ IMAGING, INC.

Form 5500

FILING_RECEIVED

KARL STORZ IMAGING, INC. EMPLOYEES' SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

13 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KARL STORZ IMAGING, INC..

Plan sponsor

Name

KARL STORZ IMAGING, INC.

EIN

77-0018084

Address

1 SOUTH LOS CARNEROS · GOLETA, CA · 93117

Phone

(805) 968-5563

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-01-09

Filed

2025-11-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$15K	—
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$85	—

Investments

13 pooled funds· $0

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.

Investment	Type	Current value	% of plan
T. ROWE PRICE RETIREMENT 2005 TRUST T.ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETIREMENT 2010 TRUST T.ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001	Common Collective Trust	$0	—