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Original filing (PDF)20250606152621NAL0012799569001
THE ESAB GROUP, INC.
Form 5500
FILING_RECEIVED
THE ESAB GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,161
Accounts w/ balance
1,785
Plan assets (EOY)
$222.0M
Net assets (EOY)
$222.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 THE ESAB GROUP, INC..
Plan sponsor
Name
THE ESAB GROUP, INC.
EIN
84-0966648
Address
909 ROSE AVE · 8TH FLOOR · NORTH BETHESDA, MD · 20852
Phone
(301) 323-9099
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
2025-06-06
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $108K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $57K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $34K | — |
Investments
32 direct securities · 1 pooled fund· $214.7M(97% 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
$201.3M
32 holdings
Common Collective Trust
$13.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Class K6(2) Mutual Fund | — | — | — | $37.9M | 17.1% | |
| Fidelity 500 Index Fund(2) Mutual Fund | — | — | — | $26.7M | 12.0% | |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund | — | — | — | $14.7M | 6.6% | |
| MORLEY SV 20 - II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $13.4M | 6.0% | |
| Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund | — | — | — | $12.7M | 5.7% | |
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | — | — | — | $10.5M | 4.7% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | — | — | — | $10.4M | 4.7% | |
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund | — | — | — | $9.6M | 4.3% | |
| Columbia Dividend Income 13 Fund Mutual Fund | — | — | — | $9.0M | 4.1% | |
| Fidelity Balanced Fund Class K6(2) Mutual Fund | — | — | — | $8.1M | 3.6% | |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund | — | — | — | $8.0M | 3.6% | |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund | — | — | — | $7.7M | 3.5% | |
| Vanguard Intermediate -Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $5.7M | 2.6% | |
| Vanguard Target Retirement 2020 Fund Investor Shares Mutual Fund | — | — | — | $4.3M | 2.0% | |
| Fidelity Extended Market Index Fund(2) Mutual Fund | — | — | — | $4.0M | 1.8% | |
| Fidelity International Index Fund(2) Mutual Fund | — | — | — | $3.7M | 1.7% | |
| Fidelity Diversified International Fund Class K6(2) Mutual Fund | — | — | — | $3.4M | 1.5% | |
| Loomis Sayles Core Plus Bond Fund Class N Mutual Fund | — | — | — | $3.3M | 1.5% | |
| American Beacon Small Cap Value Fund Class Growth Z Mutual Fund | — | — | — | $2.5M | 1.1% | |
| American Beacon Small Cap Value Fund Class R6 Mutual Fund | — | — | — | $2.3M | 1.1% | |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund | — | — | — | $2.3M | 1.0% | |
| Vanguard Inflation - Protected Securities Fund Institutional Shares Mutual Fund | — | — | — | $2.2M | 1.0% | |
| Fidelity Emerging Markets Fund - Class K(2) Mutual Fund | — | — | — | $2.1M | 1.0% | |
| Vanguard Target Retirement Income Fund Investor Shares Mutual Fund | — | — | — | $2.1M | 1.0% | |
| American Funds New Perspective Fund Class R6 Mutual Fund | — | — | — | $1.9M | 0.9% | |
| PGIM High Yield Fund - Class R6 Mutual Fund | — | — | — | $1.9M | 0.8% | |
| Parnassus Mid Cap Fund Institutional Shares Mutual Fund | — | — | — | $1.1M | 0.5% | |
| Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund | — | — | — | $893K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Investor Shares Mutual Fund | — | — | — | $826K | 0.4% | |
| ESAB Corporation(2) Common Stock | — | — | — | $743K | 0.3% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $242K | 0.1% | |
| BNY Mellon Global Fixed Income Fund Class Y Mutual Fund | — | — | — | $233K | 0.1% | |
| Fidelity Government Money Market K6(2) Mutual Fund | — | — | — | $64K | <0.1% |