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Original filing (PDF)20251014202816NAL0001820339001
BIOTRONIK CORPORATE SERVICES US, INC.
Form 5500
FILING_RECEIVED
BIOTRONIK/MICRO SYSTEMS ENGINEERING 401(K) PLAN
401(k) retirement plan
Active participants
1,241
Accounts w/ balance
1,614
Plan assets (EOY)
$306.3M
Net assets (EOY)
$306.3M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIOTRONIK CORPORATE SERVICES US, INC..
Plan sponsor
Name
BIOTRONIK CORPORATE SERVICES US, INC.
EIN
83-2327967
Address
6024 JEAN ROAD · LAKE OSWEGO, OR · 97035
Phone
(971) 442-4513
Industry
Professional & Technical Servicessee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PERKINS & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $125K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $59K | — |
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $52K | — |
Investments
35 direct securities · 1 pooled fund· $305.7M(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
$278.2M
35 holdings
Common Collective Trust
$27.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund a | — | — | — | $41.4M | 13.5% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $27.6M | 9.0% | |
| Vanguard Primecap Adm Mutual Fund a | — | — | — | $26.3M | 8.6% | |
| JPmorgan Mid Cap Equity R6 Mutual Fund a | — | — | — | $17.7M | 5.8% | |
| Vanguard Extended Market Idx Instl Mutual Fund a | — | — | — | $16.6M | 5.4% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund a | — | — | — | $15.2M | 5.0% | |
| Columbia Global Tech Growth Instl 2 Mutual Fund a | — | — | — | $13.4M | 4.4% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund a | — | — | — | $12.5M | 4.1% | |
| T. Rowe Price Value I Mutual Fund a | — | — | — | $10.9M | 3.6% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund a | — | — | — | $10.7M | 3.5% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund a | — | — | — | $10.6M | 3.5% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund a | — | — | — | $10.5M | 3.4% | |
| Vanguard Wellington Adm Mutual Fund a | — | — | — | $9.8M | 3.2% | |
| State Street Global EQ EX-US Index K Mutual Fund a | — | — | — | $9.1M | 3.0% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund a | — | — | — | $7.0M | 2.3% | |
| Dodge & Cox Income Fund I Mutual Fund a | — | — | — | $6.9M | 2.2% | |
| Blackrock Health Sciences Opps Inst Mutual Fund a | — | — | — | $6.8M | 2.2% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund a | — | — | — | $6.8M | 2.2% | |
| Vanguard Total Bond Market Index Adm Mutual Fund a | — | — | — | $6.7M | 2.2% | |
| MFS International Intrinsic Value R6 Mutual Fund a | — | — | — | $6.1M | 2.0% | |
| Blackrock Advantage Small Cap Core Instl Mutual Fund a | — | — | — | $6.0M | 1.9% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund a | — | — | — | $4.5M | 1.5% | |
| Dodge & Cox International Stock - I Mutual Fund a | — | — | — | $4.1M | 1.3% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund a | — | — | — | $2.3M | 0.7% | |
| Blackrock High Yield Instl Mutual Fund a | — | — | — | $2.2M | 0.7% | |
| GQG Partners Emerging Markets Eqty Inst Mutual Fund a | — | — | — | $2.0M | 0.7% | |
| Cohen & Steers Instl Realty Shares Mutual Fund a | — | — | — | $2.0M | 0.7% | |
| Participant Loans 4.25% - 9.50% - | — | — | — | $2.0M | 0.6% | |
| PIMCO Intl Bond (USD-Hedged) Inst Mutual Fund a | — | — | — | $2.0M | 0.6% | |
| American Funds Inflation Linked BD R6 Mutual Fund a | — | — | — | $1.7M | 0.6% | |
| Brown Advisory Sustainable Growth I Mutual Fund a | — | — | — | $1.5M | 0.5% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund a | — | — | — | $1.0M | 0.3% | |
| Vanguard Target Retirement 2070 Inv Mutual Fund a | — | — | — | $638K | 0.2% | |
| Vanguard Target Retirement Income Inv Mutual Fund a | — | — | — | $617K | 0.2% | |
| Vanguard Treasury Money Mkt Inv Mutual Fund a | — | — | — | $509K | 0.2% | |
| PIMCO Commodity Real Ret Strat Instl Mutual Fund a | — | — | — | $336K | 0.1% |