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Original filing (PDF)20251015112657NAL0008968930001
EMBECTA CORP
Form 5500
FILING_RECEIVED
EMBECTA 401(K) PLAN
401(k) retirement plan
Active participants
854
Accounts w/ balance
969
Plan assets (EOY)
$163.1M
Net assets (EOY)
$163.0M
How this plan invests
This plan
13 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)
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 EMBECTA CORP.
Plan sponsor
Name
EMBECTA CORP
EIN
87-1583942
Address
300 KIMBALL DRIVE · PARSIPANNY, NJ · 07054
Phone
(443) 756-6920
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
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG 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 | $99K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG U.S. LLP | 34-6565596 | — | ACCOUNTANT/AUDITOR | $60K | — |
| EXPERIS US, INC. | 39-1929719 | — | ACCOUNTANT/AUDITOR | $12K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT | 59-0663819 | — | ATTORNEY/LEGAL | $19K | — |
Investments
19 direct securities · 13 pooled funds· $239.9M(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
$150.6M
19 holdings
Common Collective Trust
$89.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund 133,313 shares | — | — | — | $27.2M | 16.7% | |
| Fidelity Investments Growth Company K6 Fund 583,705 shares | — | — | — | $17.8M | 10.9% | |
| BlackRock LifePath Index 2040 Fund 897,914 shares | — | — | — | $16.3M | 10.0% | |
| BTC LPATH IDX 2040 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1532549 / PN 001 | Common Collective Trust | — | — | $16.3M | 10.0% | |
| BlackRock LifePath Index 2030 Fund 813,238 shares | — | — | — | $13.0M | 8.0% | |
| BTC LPATH IDX 2030 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1498398 / PN 001 | Common Collective Trust | — | — | $13.0M | 8.0% | |
| Fidelity Investments Mid-Cap Index Fund 314,936 shares | — | — | — | $10.6M | 6.5% | |
| BlackRock LifePath Index Retirement Fund 699,917 shares | — | — | — | $9.9M | 6.1% | |
| BTC LPATH IDX RET N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1458076 / PN 001 | Common Collective Trust | — | — | $9.9M | 6.1% | |
| Invesco Stable Value Fund 9,887,044 shares | — | — | — | $9.9M | 6.1% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $9.9M | 6.1% | |
| BlackRock LifePath Index 2050 Fund 439,449 shares | — | — | — | $8.7M | 5.3% | |
| BTC LPATH IDX 2050 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1562543 / PN 001 | Common Collective Trust | — | — | $8.7M | 5.3% | |
| BlackRock LifePath Index 2035 Fund 497,283 shares | — | — | — | $8.5M | 5.2% | |
| BTC LPATH IDX 2035 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1513534 / PN 001 | Common Collective Trust | — | — | $8.5M | 5.2% | |
| BlackRock LifePath Index 2045 Fund 380,268 shares | — | — | — | $7.3M | 4.5% | |
| BTC LPATH IDX 2045 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1546505 / PN 001 | Common Collective Trust | — | — | $7.3M | 4.5% | |
| BlackRock LifePath Index 2055 Fund 250,317 shares | — | — | — | $5.0M | 3.1% | |
| BTC LPATH IDX 2055 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1578259 / PN 001 | Common Collective Trust | — | — | $5.0M | 3.1% | |
| STATE STREET ENHANCED U.S. SMALL STATE STREET GLOBAL ADVISORS TRUST · EIN 90-0337987 / PN 115 | Common Collective Trust | — | — | $4.9M | 3.0% | |
| BlackRock LifePath Index 2060 Fund 211,110 shares | — | — | — | $4.2M | 2.6% | |
| BTC LPATH IDX 2060 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1592041 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.6% | |
| Fidelity Investments Global ex U.S. Index Fund 220,143 shares | — | — | — | $3.2M | 1.9% | |
| Vanguard Federal Money-Market Fund 2,658,030 shares | — | — | — | $2.7M | 1.6% | |
| Dodge & Cox Stock Fund Class X 7,786 shares | — | — | — | $2.0M | 1.2% | |
| Baird Advisors Aggregate Bond Fund 152,170 shares | — | — | — | $1.5M | 0.9% | |
| Vanguard Group International Growth Adm 13,960 shares | — | — | — | $1.4M | 0.9% | |
| BlackRock LifePath Index 2065 Fund 79,776 shares | — | — | — | $1.3M | 0.8% | |
| BTC LPATH IDX 2065 N BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1845096 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| BlackRock LifePath Index 2070 Fund 16,451 shares | — | — | — | $163K | <0.1% | |
| BTC LPATH IDX 2070 N BLACKROCK INST. TRUST COMPANY, N.A. · EIN 99-3942623 / PN 001 | Common Collective Trust | — | — | $163K | <0.1% | |
| BTC LPATH IDX 2025 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1483157 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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