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Original filing (PDF)20251009111615NAL0006500705001
SARTORIUS CORPORATION
Form 5500
FILING_RECEIVED
SARTORIUS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,461
Accounts w/ balance
1,953
Plan assets (EOY)
$218.2M
Net assets (EOY)
$218.2M
How this plan invests
This plan
1 pooled trust
Schedule D
41 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
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SARTORIUS CORPORATION.
Plan sponsor
Name
SARTORIUS CORPORATION
EIN
94-2332288
Address
565 JOHNSON AVE · BOHEMIA, NY · 11716
Phone
(631) 254-4249
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
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
2E · Profit-sharing
2F · ERISA section 404(c)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $130K | — |
Investments
41 direct securities · 1 pooled fund· $220.9M(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
$217.8M
41 holdings
Common Collective Trust
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund " | — | — | — | $19.7M | 9.0% | |
| Fidelity Freedom Index 2055 Fund " | — | — | — | $16.8M | 7.7% | |
| Fidelity Freedom Index 2035 Fund " | — | — | — | $16.5M | 7.5% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $16.1M | 7.4% | |
| Fidelity Freedom Index 2040 Fund " | — | — | — | $15.5M | 7.1% | |
| Fidelity Freedom Index 2045 Fund " | — | — | — | $14.5M | 6.7% | |
| Fidelity 500 Index Fund " | — | — | — | $14.3M | 6.6% | |
| Fidelity Freedom Index 2030 Fund " | — | — | — | $12.4M | 5.7% | |
| Fidelity Freedom Index 2060 Fund " | — | — | — | $10.5M | 4.8% | |
| Fidelity Freedom Index 2025 Fund " | — | — | — | $9.3M | 4.3% | |
| Vanguard Total Stock Market Index Admiral Fund " | — | — | — | $8.2M | 3.7% | |
| Columbia Dividend Income I3 Fund " | — | — | — | $4.8M | 2.2% | |
| Pioneer Multi-Asset Income K Fund " | — | — | — | $4.7M | 2.2% | |
| Neuberger Berman Large Cap Growth Fund Class I " | — | — | — | $4.6M | 2.1% | |
| Fidelity Brokeragelink Self-directed brokerage accounts | — | — | — | $3.7M | 1.7% | |
| Vanguard Small-Cap Index Admiral Fund " | — | — | — | $3.3M | 1.5% | |
| JPMorgan Mid Cap Growth R6 Fund " | — | — | — | $3.2M | 1.5% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $3.1M | 1.4% | |
| Fidelity Managed Income Portfolio II Class 2 Common collective trust | — | — | — | $3.1M | 1.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.1M | 1.4% | |
| Pioneer Global Sustainable Equity Fund Class Y " | — | — | — | $2.8M | 1.3% | |
| American Funds Balanced R6 Fund " | — | — | — | $2.5M | 1.1% | |
| Vanguard Developed Markets Index Admiral Fund " | — | — | — | $2.4M | 1.1% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $2.2M | 1.0% | |
| PGIM J International Opportunity R6 Fund Mutual fund | — | — | — | $1.9M | 0.9% | |
| Fidelity Government MMkt K6 Fund " | — | — | — | $1.9M | 0.9% | |
| BlackRock Total Return Fund Class K " | — | — | — | $1.9M | 0.9% | |
| FullerThaler Behavior Sm-Cp GR R6 Fund " | — | — | — | $1.9M | 0.9% | |
| MFS Blended Research Mid Cap Eq R6 Fund " | — | — | — | $1.8M | 0.8% | |
| Fidelity Freedom Index 2020 Fund " | — | — | — | $1.6M | 0.8% | |
| Allspring Special Mid Cap Value Fund " | — | — | — | $1.6M | 0.8% | |
| MFS New Discovery Value R6 Fund " | — | — | — | $1.6M | 0.7% | |
| Fidelity Freedom Index 2065 Fund " | — | — | — | $1.5M | 0.7% | |
| T. Rowe Price Dividend Growth I Fund " | — | — | — | $1.4M | 0.7% | |
| BlackRock High Yield Bond Portfolio Class K Fund " | — | — | — | $1.4M | 0.6% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $1.2M | 0.5% | |
| Fidelity Freedom Index 2015 Fund " | — | — | — | $1.1M | 0.5% | |
| Cohen & Steers Instl Realty Shares Fund " | — | — | — | $929K | 0.4% | |
| FullerThaler Behavioral Sm-Cp Eq R6 Fund " | — | — | — | $925K | 0.4% | |
| Invesco Gold & Special Minerals R6 Fund " | — | — | — | $606K | 0.3% | |
| Fidelity Freedom Index Income Fund " | — | — | — | $251K | 0.1% | |
| Fidelity Freedom Index 2010 Fund " | — | — | — | $24K | <0.1% |
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