Back to filter
Original filing (PDF)20251009125706NAL0003927427001
ASSA ABLOY INCORPORATED
Form 5500
FILING_RECEIVED
ASSA ABLOY INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
14,342
Accounts w/ balance
13,934
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
21 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSA ABLOY INCORPORATED.
Plan sponsor
Name
ASSA ABLOY INCORPORATED
EIN
93-0925319
Address
110 SARGENT DRIVE · NEW HAVEN, CT · 06511
Phone
(203) 624-5225
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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
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 | $451K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $319K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 21 pooled funds· $2.1B(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
$1.1B
29 holdings
Common Collective Trust
$957.2M
21 holdings
Mutual Funds
$71.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective trust funds * Fidelity Blue Chip Growth Commingled Pool | — | — | — | $170.4M | 13.0% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $170.4M | 13.0% | |
| Fidelity Contrafund Commingled Pool | — | — | — | $170.0M | 13.0% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $170.0M | 13.0% | |
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $117.7M | 9.0% | |
| Fidelity Freedom Blend 2035 Commingled Pool | — | — | — | $78.7M | 6.0% | |
| FID FRDM BLND 2035 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $78.7M | 6.0% | |
| Fidelity Freedom Blend 2030 Commingled Pool | — | — | — | $72.6M | 5.5% | |
| FID FRDM BLND 2030 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $72.6M | 5.5% | |
| s * Fidelity Investments Money Market Government Portfolio | Mutual Funds | — | — | $71.6M | 5.5% | |
| Fidelity Freedom Blend 2040 Commingled Pool | — | — | — | $69.9M | 5.3% | |
| FID FRDM BLND 2040 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $69.9M | 5.3% | |
| Fidelity Freedom Blend 2025 Commingled Pool | — | — | — | $51.4M | 3.9% | |
| FID FRDM BLND 2025 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $51.4M | 3.9% | |
| SP INTL INDEX D GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $50.3M | 3.8% | |
| Fidelity Equity-Income Fund | — | — | — | $47.7M | 3.6% | |
| Fidelity Freedom Blend 2045 Commingled Pool | — | — | — | $47.1M | 3.6% | |
| FID FRDM BLND 2045 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $47.1M | 3.6% | |
| Fidelity Freedom Blend 2050 Commingled Pool | — | — | — | $39.9M | 3.0% | |
| FID FRDM BLND 2050 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $39.9M | 3.0% | |
| Fidelity Intermediate Bond Fund | — | — | — | $37.1M | 2.8% | |
| Fidelity Puritan Fund | — | — | — | $36.7M | 2.8% | |
| Fidelity Freedom Blend 2055 Commingled Pool | — | — | — | $24.0M | 1.8% | |
| FID FRDM BLND 2055 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $24.0M | 1.8% | |
| Western Asset Management Western Asset Core Plus Bond Fund | — | — | — | $23.0M | 1.8% | |
| Franklin Templeton Franklin Small-Mid Cap Growth Fund | — | — | — | $22.8M | 1.7% | |
| Allspring Funds Allspring Special Mid Cap Value Fund | — | — | — | $22.5M | 1.7% | |
| dates, secured by participant account balances | — | — | — | $19.0M | 1.4% | |
| Artisan Partners Artisan Mid Cap Fund | — | — | — | $18.8M | 1.4% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | — | — | — | $18.5M | 1.4% | |
| Fidelity Spartan Extended Market Index Pool | — | — | — | $17.4M | 1.3% | |
| SP EXT MKT IDX CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $17.4M | 1.3% | |
| Fidelity Freedom Blend 2020 Commingled Pool | — | — | — | $13.1M | 1.0% | |
| FID FRDM BLND 2020 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $13.1M | 1.0% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $11.5M | 0.9% | |
| Fidelity Freedom Blend 2060 Commingled Pool | — | — | — | $10.9M | 0.8% | |
| FID FRDM BLND 2060 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $10.9M | 0.8% | |
| Fidelity Small Cap Value Fund | — | — | — | $10.8M | 0.8% | |
| Fidelity Emerging Markets Fund | — | — | — | $10.6M | 0.8% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Fund | — | — | — | $9.3M | 0.7% | |
| Fidelity Short-Term Treasury Bond Index Fund | — | — | — | $5.9M | 0.5% | |
| Fidelity Freedom Blend 2065 Commingled Pool | — | — | — | $4.4M | 0.3% | |
| FID FRDM BLND 2065 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $4.4M | 0.3% | |
| Fidelity Freedom Blend 2010 Commingled Pool | — | — | — | $2.4M | 0.2% | |
| FID FRDM BLND 2010 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $2.4M | 0.2% | |
| Fidelity Freedom Blend 2015 Commingled Pool | — | — | — | $2.2M | 0.2% | |
| FID FRDM BLND 2015 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| Fidelity Freedom Blend Income Commingled Pool | — | — | — | $2.2M | 0.2% | |
| FID FRDM BLEND INC S FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| TRP STABLE VALUE E T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.0M | <0.1% | |
| FID FRDM BLND 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
CORNERSTONE BUILDING BRANDS, INC.
CORNERSTONE BUILDING BRANDS 401(K) PROFIT SHARING PLAN
$845.3M · 16,061 participants
NVENT MANAGEMENT COMPANY
NVENT MANAGEMENT COMPANY RETIREMENT SAVINGS AND INVESTMENT PLAN
$728.6M · 4,506 participants
BLUESCOPE STEEL NORTH AMERICA CORP
BLUESCOPE EMPLOYEE SAVINGS TRUST (BEST)
$678.5M · 3,924 participants
CENTRAL STATES, INC.
CENTRAL STATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$475.9M · 1,236 participants
SIMPSON MANUFACTURING CO., INC
SIMPSON MANUFACTURING CO. , INC. 401(K) PROFIT SHARING PLAN
$442.2M · 2,922 participants
CENTRAL STATES MANUFACTURING, INC.
CENTRAL STATES MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$336.7M · 1,108 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B