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Original filing (PDF)20251006134719NAL0003487713001
BAUSCH & LOMB AMERICAS INC.
Form 5500
FILING_RECEIVED
BAUSCH & LOMB AMERICAS INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
5,266
Accounts w/ balance
5,649
Plan assets (EOY)
$810.6M
Net assets (EOY)
$810.6M
How this plan invests
This plan
20 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAUSCH & LOMB AMERICAS INC..
Plan sponsor
Name
BAUSCH & LOMB AMERICAS INC.
EIN
85-4359919
Address
400 SOMERSET CORPORATE BLVD · BRIDGEWATER, NJ · 08807
Phone
(908) 927-1400
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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $404K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $177K | — |
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSERO & CO CPAS LLP | 47-5324570 | — | ACCOUNTANT/AUDITOR | $28K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
14 direct securities · 20 pooled funds· $973.1M(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
$615.7M
20 holdings
Uncategorized
$357.5M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Commingled Pool Class A Common Collective Trust | — | — | — | $112.0M | 13.8% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $112.0M | 13.8% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $98.3M | 12.1% | |
| Fidelity Managed Income Portfolio II - Class 4 Common Collective Trust | — | — | — | $50.6M | 6.2% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $50.6M | 6.2% | |
| WINSLOW LG CP GR I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 131 | Common Collective Trust | — | — | $49.6M | 6.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $47.3M | 5.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $45.0M | 5.6% | |
| Vanguard Equity-Income Fund Admiral Shares Registered Investment Company | — | — | — | $43.4M | 5.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $38.7M | 4.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $35.4M | 4.4% | |
| Fidelity Puritan Fund Class K Registered Investment Company | — | — | — | $32.7M | 4.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $30.2M | 3.7% | |
| TRP NEW HORIZONS A T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014 | Common Collective Trust | — | — | $27.1M | 3.3% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $23.5M | 2.9% | |
| Fidelity Low-Priced Stock K6 Fund Registered Investment Company | — | — | — | $20.8M | 2.6% | |
| Dodge & Cox Income Fund Class X Registered Investment Company | — | — | — | $17.3M | 2.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $16.2M | 2.0% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Registered Investment Company | — | — | — | $16.1M | 2.0% | |
| Vanguard Total International Stock Index Fund Institutional Shares Registered Investment Company | — | — | — | $15.8M | 2.0% | |
| American Funds EuroPacific Growth Fund Class R-6 Registered Investment Company | — | — | — | $14.6M | 1.8% | |
| TRP SM CAP VALUE D T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $12.8M | 1.6% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $11.6M | 1.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.1M | 1.4% | |
| Notes receivable from participants Ranging from January 2025 to August 2051 - | — | — | — | $10.0M | 1.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.2M | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Institutional Shares Registered Investment Company | — | — | — | $8.0M | 1.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.7% | |
| Vanguard Real Estate Index Fund Institutional Shares Registered Investment Company | — | — | — | $4.6M | 0.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.4% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $193K | <0.1% | |
| Fidelity Government Money Market Fund Registered Investment Company | — | — | — | $64K | <0.1% | |
| METWEST TOT RTN BD D SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |