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Original filing (PDF)20251015153231NAL0002674979001
PERKINELMER US, LLC
Form 5500
FILING_RECEIVED
PERKINELMER US, LLC SAVINGS PLAN
401(k) retirement plan
Active participants
1,404
Accounts w/ balance
1,461
Plan assets (EOY)
$173.5M
Net assets (EOY)
$173.5M
How this plan invests
This plan
17 pooled trusts
Schedule D
29 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 PERKINELMER US, LLC.
Plan sponsor
Name
PERKINELMER US, LLC
EIN
88-4129178
Address
710 BRIDGEPORT AVE · SHELTON, CT · 06484
Phone
(714) 330-9461
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $109K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $71K | — |
Investments
28 direct securities · 17 pooled funds· $295.6M(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
$169.5M
28 holdings
Common Collective Trust
$126.2M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $23.0M | 13.3% | |
| FID FRDM BLND 2025 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $23.0M | 13.3% | |
| Fidelity | — | — | — | $22.4M | 12.9% | |
| FID FRDM BLND 2030 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $22.4M | 12.9% | |
| Fidelity | — | — | — | $19.5M | 11.2% | |
| FID FRDM BLND 2035 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $19.5M | 11.2% | |
| Fidelity | — | — | — | $15.0M | 8.6% | |
| FID FRDM BLND 2045 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $15.0M | 8.6% | |
| Fidelity | — | — | — | $14.6M | 8.4% | |
| FID FRDM BLND 2040 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $14.6M | 8.4% | |
| Fidelity | — | — | — | $13.3M | 7.6% | |
| Fidelity | — | — | — | $9.9M | 5.7% | |
| FID FRDM BLND 2020 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $9.9M | 5.7% | |
| Fidelity | — | — | — | $9.6M | 5.5% | |
| Fidelity | — | — | — | $7.0M | 4.1% | |
| FID FRDM BLND 2055 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $7.0M | 4.1% | |
| Fidelity | — | — | — | $6.3M | 3.6% | |
| FID FRDM BLND 2050 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $6.3M | 3.6% | |
| Self-Directed Brokerage Accounts | — | — | — | $4.7M | 2.7% | |
| T. Rowe Price | — | — | — | $4.0M | 2.3% | |
| PIMCO STABLE INC II SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $3.7M | 2.1% | |
| Vanguard | — | — | — | $3.0M | 1.8% | |
| DFA | — | — | — | $2.7M | 1.5% | |
| Fidelity | — | — | — | $2.1M | 1.2% | |
| FID FRDM BLND 2060 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $2.1M | 1.2% | |
| Participant Loans | — | — | — | $2.1M | 1.2% | |
| Fidelity | — | — | — | $1.9M | 1.1% | |
| Fidelity | — | — | — | $1.4M | 0.8% | |
| Fidelity | — | — | — | $1.4M | 0.8% | |
| Fidelity | — | — | — | $1.4M | 0.8% | |
| Fidelity | — | — | — | $1.1M | 0.6% | |
| Fidelity | — | — | — | $802K | 0.5% | |
| FID FRDM BLND 2065 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $802K | 0.5% | |
| Spartan | — | — | — | $771K | 0.4% | |
| SP GLB EXUS IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $771K | 0.4% | |
| Fidelity | — | — | — | $750K | 0.4% | |
| FID FRDM BLND 2015 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $750K | 0.4% | |
| Transamerica | — | — | — | $370K | 0.2% | |
| Fidelity | — | — | — | $300K | 0.2% | |
| FID FRDM BLND 2010 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $300K | 0.2% | |
| FID FRDM BLEND INC R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $85K | <0.1% | |
| Fidelity | — | — | — | $85K | <0.1% | |
| Fidelity | — | — | — | $10K | <0.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM BLND 2005 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |