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Original filing (PDF)20240730160656NAL0021146865001
COHERENT CORP.
Form 5500
FILING_RECEIVED
COHERENT CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHERENT CORP..
Plan sponsor
Name
COHERENT CORP.
EIN
94-1622541
Address
5100 PATRICK HENRY DR P02 · SANTA CLARA, CA · 950541112
Phone
(408) 764-4958
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-30
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
Audit & trust (Schedule H)
Auditor
MOSS ADAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $259K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | OTHER | $13K | — |
Investments
4 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK MSCI EAFE EQUITY INDEX FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352742 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK US DEBT INDEX FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3385892 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK US TIPS NON LENDING FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3221294 / PN 001 | Common Collective Trust | $0 | — |
| PUTNAM STABLE VALUE FUND CLASS 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |