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Original filing (PDF)20251015100631NAL0002214643001
SIEMENS GAMESA RENEWABLE ENERGY, INC.
Form 5500
FILING_RECEIVED
SIEMENS GAMESA RENEWABLE ENERGY, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,915
Accounts w/ balance
2,634
Plan assets (EOY)
$296.4M
Net assets (EOY)
$296.4M
How this plan invests
This plan
12 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 107% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIEMENS GAMESA RENEWABLE ENERGY, INC..
Plan sponsor
Name
SIEMENS GAMESA RENEWABLE ENERGY, INC.
EIN
81-3283763
Address
4400 ALAFAYA TRAIL, Q2 · ORLANDO, FL · 32826
Phone
(407) 736-2000
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON TRUST | 36-2235791 | — | TRUSTEE | $105K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $167K | — |
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | NONE | $154K | — |
| WILLIS TOWERS WATSON | 23-1159630 | — | NONE | $149K | — |
| WITHUM | — | PRINCETON, NJ | NONE | $40K | — |
Investments
18 direct securities · 12 pooled funds· $451.4M(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.
Uncategorized
$275.9M
18 holdings
Common Collective Trust
$175.4M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors | — | — | — | $67.7M | 22.8% | |
| State Street Global Advisors | — | — | — | $28.5M | 9.6% | |
| TARGET RETIREMENT 2050 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 203 | Common Collective Trust | — | — | $28.5M | 9.6% | |
| State Street Global Advisors | — | — | — | $23.4M | 7.9% | |
| TARGET RETIREMENT 2045 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 201 | Common Collective Trust | — | — | $23.4M | 7.9% | |
| State Street Global Advisors | — | — | — | $20.1M | 6.8% | |
| TARGET RETIREMENT 2055 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 321 | Common Collective Trust | — | — | $20.1M | 6.8% | |
| State Street Global Advisors | — | — | — | $19.6M | 6.6% | |
| TARGET RETIREMENT 2030 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 195 | Common Collective Trust | — | — | $19.6M | 6.6% | |
| State Street Global Advisors | — | — | — | $19.6M | 6.6% | |
| TARGET RETIREMENT 2040 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 199 | Common Collective Trust | — | — | $19.6M | 6.6% | |
| State Street Global Advisors | — | — | — | $18.7M | 6.3% | |
| TARGET RETIREMENT 2035 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 197 | Common Collective Trust | — | — | $18.7M | 6.3% | |
| Reliance Trust Company | — | — | — | $15.8M | 5.3% | |
| American Funds | — | — | — | $14.3M | 4.8% | |
| State Street Global Advisors | — | — | — | $13.3M | 4.5% | |
| TARGET RETIREMENT 2060 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 418 | Common Collective Trust | — | — | $13.3M | 4.5% | |
| Vanguard | — | — | — | $11.4M | 3.8% | |
| STATE STREET U.S. BOND INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 177 | Common Collective Trust | — | — | $10.1M | 3.4% | |
| State Street Global Advisors | — | — | — | $9.9M | 3.3% | |
| TARGET RETIREMENT 2025 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 193 | Common Collective Trust | — | — | $9.9M | 3.3% | |
| GOLDMAN SACHS STABLE VALUE TRUST FD THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $9.7M | 3.3% | |
| Notes receivable from participants | — | — | — | $5.7M | 1.9% | |
| Prudential Investments | — | — | — | $2.8M | 0.9% | |
| Mid Atlantic Trust Company | — | — | — | $2.1M | 0.7% | |
| State Street Global Advisors | — | — | — | $1.6M | 0.5% | |
| TARGET RETIREMENT 2020 CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 191 | Common Collective Trust | — | — | $1.6M | 0.5% | |
| State Street Global Advisors | — | — | — | $868K | 0.3% | |
| TARGET RETIREMENT CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 185 | Common Collective Trust | — | — | $868K | 0.3% | |
| Loomis | — | — | — | $555K | 0.2% |