Back to filter
Original filing (PDF)20251014112003NAL0003776048001
WEST CONTRACT MANUFACTURING LLC
Form 5500
FILING_RECEIVED
WEST CONTRACT MANUFACTURING SAVINGS AND RET. PLAN
401(k) retirement plan
Active participants
222
Accounts w/ balance
198
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
23 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
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST CONTRACT MANUFACTURING LLC.
Plan sponsor
Name
WEST CONTRACT MANUFACTURING LLC
EIN
86-0640193
Address
PO BOX 372587 · CAYEY, PR · 007372587
Phone
(787) 747-4900
Industry
Manufacturingsee all
Plan administrator
Name
WEST PHARMACEUTICAL SERVICES, INC.
EIN
23-1210010
City
EXTON, PA
Phone
(787) 747-4900
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)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
FISHER CUNNANE & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $3K | — |
Investments
22 direct securities · 2 pooled funds· $10.4M(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
$10.3M
22 holdings
Common Collective Trust
$124K
1 holding
Master Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Shares Vanguard Total Stock Market Index Fund Institutional Shares Mutual Fund | — | — | — | $2.3M | 21.4% | |
| Vanguard Diversified Equity Fund Mutual Fund | — | — | — | $2.2M | 20.6% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.1M | 10.3% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Fund | — | — | — | $601K | 5.6% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Mutual Fund | — | — | — | $590K | 5.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $453K | 4.2% | |
| West Pharmaceutical Services, Inc. Common Stock Common Stock | — | — | — | $395K | 3.7% | |
| Participant Loans 4.25% - 9.50% $0 | — | — | — | $356K | 3.3% | |
| Class Vanguard Cash Reserve Federal MM Fund Mutual Fund | — | — | — | $350K | 3.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $288K | 2.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $277K | 2.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $275K | 2.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $214K | 2.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $205K | 1.9% | |
| Vanguard Total International Stock Index Fund Admiral Mutual Fund | — | — | — | $150K | 1.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $146K | 1.4% | |
| DOUBLELINE CORE PLUS FIXED INC FD RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 010 | Common Collective Trust | — | — | $124K | 1.2% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $106K | 1.0% | |
| Vanguard Total World Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $105K | 1.0% | |
| MFS Global Equity Fund Class R6 Mutual Fund | — | — | — | $94K | 0.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $47K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $40K | 0.4% | |
| PIMCO Inflation Response Multi-Asset Fund Institutional Mutual Fund | — | — | — | $10K | <0.1% | |
| WEST PHARMA SVCS INC. STOCK FD MT WEST PHARMACEUTICAL SERVICES, INC. · EIN 23-1210010 / PN 010 | Master Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FID INV INST OPS CO
FMR LLC
FIDELITY RETIREMENT SAVINGS PLAN
$34.2B · 68,838 participants
APPLE INC.
APPLE 401(K) PLAN
$24.7B · 101,217 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
WALGREEN CO.
WALGREENS RETIREMENT SAVINGS PLAN
$14.5B · 215,583 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
SHELL USA, INC.
SHELL PROVIDENT FUND
$11.5B · 12,093 participants
Similar-size Manufacturing plans
UNITED PLASTIC FABRICATING, INC.
UPF EMPLOYEE 401(K) SAVINGS PLAN
$10.7M · 239 participants
TRADEMARK PLASTICS CORPORATION
TRADEMARK RETIREMENT PLAN
$10.7M · 52 participants
KWIK LOK CORPORATION
KWIK LOK CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
$10.7M · 152 participants
FABRIK INDUSTRIES, INC.
FABRIK INDUSTRIES 401(K) PLAN
$10.6M · 164 participants
KROY INDUSTRIES, INC.
KROY INDUSTRIES, INC. 401K SAVINGS PLAN
$10.7M · 71 participants
KAM PLASTICS CORP
KAM PLASTICS CORP. EMPLOYEE STOCK OWNERSHIP PLAN
$10.6M · 123 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants