Original filing (PDF)20240730160656NAL0021146865001

COHERENT CORP.

Name: COHERENT CORP. — COHERENT CORP. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: COHERENT CORP.

Form 5500

FILING_RECEIVED

COHERENT CORP. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COHERENT CORP..

Plan sponsor

Name

COHERENT CORP.

EIN

94-1622541all filings

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$259K	—

Other service providers

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.

			% 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	—