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Original filing (PDF)20251009052726NAL0006166689001
CAMFIL USA, INC.
Form 5500
FILING_RECEIVED
CAMFIL USA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,279
Accounts w/ balance
1,425
Plan assets (EOY)
$103.3M
Net assets (EOY)
$103.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 54% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMFIL USA, INC..
Plan sponsor
Name
CAMFIL USA, INC.
EIN
95-1288401
Address
ONE NORTH CORPORATE DRIVE · RIVERDALE, NJ · 07405
Phone
(973) 907-9383
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
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $159K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $101.2M(98% 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.
Registered Investment Companies
$100.9M
25 holdings
Common Collective Trust
$317K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GOV MM K6 | Registered Investment Companies | — | — | $10.9M | 10.5% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $10.3M | 10.0% | |
| FIDELITY FREEDOM 2030 FUND | Registered Investment Companies | — | — | $8.0M | 7.7% | |
| FIDELITY MAGELLAN FUND | Registered Investment Companies | — | — | $6.9M | 6.7% | |
| FIDELITY FREEDOM 2050 FUND | Registered Investment Companies | — | — | $6.7M | 6.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $5.9M | 5.7% | |
| FIDELITY BALANCED FUND | Registered Investment Companies | — | — | $5.3M | 5.1% | |
| FIDELITY FREEDOM 2040 FUND | Registered Investment Companies | — | — | $5.0M | 4.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $4.8M | 4.6% | |
| FIDELITY OTC K6 PORTFOLIO | Registered Investment Companies | — | — | $4.6M | 4.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $4.4M | 4.3% | |
| FIDELITY FREEDOM 2045 FUND | Registered Investment Companies | — | — | $3.8M | 3.7% | |
| INVESCO RISING DIV Y | Registered Investment Companies | — | — | $3.7M | 3.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $3.4M | 3.3% | |
| FIDELITY FREEDOM 2020 FUND | Registered Investment Companies | — | — | $2.9M | 2.8% | |
| FIDELITY EQUITY-INCOME FUND | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| INVESCO CORE BOND Y | Registered Investment Companies | — | — | $2.1M | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.0M | 1.9% | |
| FIDELITY FREEDOM 2060 FUND | Registered Investment Companies | — | — | $2.0M | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.6M | 1.5% | |
| JANUS H OVERSEAS - T | Registered Investment Companies | — | — | $1.3M | 1.3% | |
| FIDELITY FREEDOM INCOME FUND | Registered Investment Companies | — | — | $854K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $815K | 0.8% | |
| VIR SGA INTL EQ FUND I | Registered Investment Companies | — | — | $516K | 0.5% | |
| FIDELITY FREEDOM 2010 FUND | Registered Investment Companies | — | — | $498K | 0.5% | |
| STATE ST INTL IDX SEC LEND VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 334 | Common Collective Trust | — | — | $317K | 0.3% |