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Original filing (PDF)20251010143432NAL0018254978001
BIO-RAD LABORATORIES, INC.
Form 5500
FILING_RECEIVED
BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,365
Accounts w/ balance
4,761
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
6 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIO-RAD LABORATORIES, INC..
Plan sponsor
Name
BIO-RAD LABORATORIES, INC.
EIN
94-1381833
Address
1000 ALFRED NOBEL DRIVE · HERCULES, CA · 94547
Phone
(510) 724-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $338K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $60K | — |
| BPM LLP | 81-4234542 | — | NONE | $32K | — |
Investments
22 direct securities · 6 pooled funds· $1.1B(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
$876.3M
22 holdings
Common Collective Trust
$238.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl PL | — | — | — | $250.5M | 21.9% | |
| LARGE CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $103.2M | 9.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $69.8M | 6.1% | |
| Vanguard Total International Stock Institutional | — | — | — | $55.5M | 4.8% | |
| Allianz Gl Technology Institutional | — | — | — | $53.3M | 4.7% | |
| American Funds 2030 Target Date Retirement R6 | — | — | — | $50.4M | 4.4% | |
| Vanguard Total Bond Market Index Institutional | — | — | — | $50.4M | 4.4% | |
| American Funds 2035 Target Date Retirement R6 | — | — | — | $50.0M | 4.4% | |
| JP Morgan Equity Income R6 | — | — | — | $48.6M | 4.2% | |
| American Funds 2045 Target Date Retirement R6 | — | — | — | $44.0M | 3.8% | |
| American Funds 2040 Target Date Retirement R6 | — | — | — | $42.1M | 3.7% | |
| Vanguard Health Care Index Admiral | — | — | — | $36.4M | 3.2% | |
| Parnassus Core Equity Institutional | — | — | — | $35.9M | 3.1% | |
| Vanguard Mid Cap Index Fund Institutional | — | — | — | $32.2M | 2.8% | |
| WILMGT TR CIT PIONEER BOND TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $28.7M | 2.5% | |
| American Funds 2050 Target Date Retirement R6 | — | — | — | $27.9M | 2.4% | |
| Vanguard SM Cap Index Institutional | — | — | — | $27.5M | 2.4% | |
| American Funds 2020 Target Date Retirement R6 | — | — | — | $19.4M | 1.7% | |
| American Funds 2055 Target Date Retirement R6 | — | — | — | $17.6M | 1.5% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $14.6M | 1.3% | |
| CLEARBRIDGE SMCAP GROWTH CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $11.6M | 1.0% | |
| Victory Sycamore Small Company R6 | — | — | — | $10.3M | 0.9% | |
| VICTORY INTE SMMID CAP VL CF C GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $10.3M | 0.9% | |
| American Funds 2060 Target Date Retirement R6 | — | — | — | $8.3M | 0.7% | |
| American Funds 2015 Target Date Retirement R6 | — | — | — | $5.6M | 0.5% | |
| Participant loans | — | — | — | $5.0M | 0.4% | |
| American Funds 2010 Target Date Retirement R6 | — | — | — | $3.3M | 0.3% | |
| American Funds 2065 Target Date Retirement R6 | — | — | — | $2.2M | 0.2% |