Jessica Weynand signed Sartorius Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sartorius Corporation's EIN is 94-2332288.
Download the official 2024 Form 5500 (PDF) for Sartorius Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sartorius Corporation's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $130K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund " | Mutual Funds | — | — | $19.7M | 9.0% | |
| Fidelity Freedom Index 2055 Fund " | Mutual Funds | — | — | $16.8M | 7.7% | |
| Fidelity Freedom Index 2035 Fund " | Mutual Funds | — | — | $16.5M | 7.5% | |
| JPMorgan Large Cap Growth R6 Fund " | Other securities | — | — | $16.1M | 7.4% | |
| Fidelity Freedom Index 2040 Fund " | Mutual Funds | — | — | $15.5M | 7.1% | |
| Fidelity Freedom Index 2045 Fund " | Mutual Funds | — | — | $14.5M | 6.7% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $14.3M | 6.6% | |
| Fidelity Freedom Index 2030 Fund " | Mutual Funds | — | — | $12.4M | 5.7% | |
| Fidelity Freedom Index 2060 Fund " | Mutual Funds | — | — | $10.5M | 4.8% | |
| Fidelity Freedom Index 2025 Fund " | Mutual Funds | — | — | $9.3M | 4.3% | |
| Vanguard Total Stock Market Index Admiral Fund " | Common Collective Trusts | — | — | $8.2M | 3.7% | |
| Columbia Dividend Income I3 Fund " | Other securities | — | — | $4.8M | 2.2% | |
| Pioneer Multi-Asset Income K Fund " | Other securities | — | — | $4.7M | 2.2% | |
| Neuberger Berman Large Cap Growth Fund Class I " | Other securities | — | — | $4.6M | 2.1% | |
| Fidelity Brokeragelink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $3.7M | 1.7% | |
| Vanguard Small-Cap Index Admiral Fund " | Mutual Funds | — | — | $3.3M | 1.5% | |
| JPMorgan Mid Cap Growth R6 Fund " | Other securities | — | — | $3.2M | 1.5% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $3.1M | 1.4% | |
| Fidelity Managed Income Portfolio II Class 2 Common collective trust | Common Collective Trusts | — | — | $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 " | Other securities | — | — | $2.8M | 1.3% | |
| American Funds Balanced R6 Fund " | Mutual Funds | — | — | $2.5M | 1.1% | |
| Vanguard Developed Markets Index Admiral Fund " | Mutual Funds | — | — | $2.4M | 1.1% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $2.2M | 1.0% | |
| PGIM J International Opportunity R6 Fund Mutual fund | Other securities | — | — | $1.9M | 0.9% | |
| Fidelity Government MMkt K6 Fund " | Mutual Funds | — | — | $1.9M | 0.9% | |
| BlackRock Total Return Fund Class K " | Other securities | — | — | $1.9M | 0.9% | |
| FullerThaler Behavior Sm-Cp GR R6 Fund " | Other securities | — | — | $1.9M | 0.9% | |
| MFS Blended Research Mid Cap Eq R6 Fund " | Mutual Funds | — | — | $1.8M | 0.8% | |
| Fidelity Freedom Index 2020 Fund " | Mutual Funds | — | — | $1.6M | 0.8% | |
| Allspring Special Mid Cap Value Fund " | Other securities | — | — | $1.6M | 0.8% | |
| MFS New Discovery Value R6 Fund " | Mutual Funds | — | — | $1.6M | 0.7% | |
| Fidelity Freedom Index 2065 Fund " | Mutual Funds | — | — | $1.5M | 0.7% | |
| T. Rowe Price Dividend Growth I Fund " | Other securities | — | — | $1.4M | 0.7% | |
| BlackRock High Yield Bond Portfolio Class K Fund " | Other securities | — | — | $1.4M | 0.6% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $1.2M | 0.5% | |
| Fidelity Freedom Index 2015 Fund " | Mutual Funds | — | — | $1.1M | 0.5% | |
| Cohen & Steers Instl Realty Shares Fund " | Other securities | — | — | $929K | 0.4% | |
| FullerThaler Behavioral Sm-Cp Eq R6 Fund " | Other securities | — | — | $925K | 0.4% | |
| Invesco Gold & Special Minerals R6 Fund " | Mutual Funds | — | — | $606K | 0.3% | |
| Fidelity Freedom Index Income Fund " | Mutual Funds | — | — | $251K | 0.1% | |
| Fidelity Freedom Index 2010 Fund " | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
