Sartorius Stedim Filters retirement plan: assets, participants and fees
What Sartorius Stedim Filters' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Rrc Cpa Group Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Sartorius Stedim Filters: employer contribution per participant | $1,325 | |
| Peer median | $1,431 |
| Sartorius Stedim Filters: average balance | $10,694 | |
| Peer median | $42,646 |
| Sartorius Stedim Filters: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5M at the end of plan year 2021 to $13.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,243 | $13.1M | $1.6M | $1,325 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 1,232 | $9.5M | $1.7M | $1,376 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 1,463 | $6M | $1.7M | $1,392 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 1,015 | $5M | $994K | $1,319 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Sartorius Stedim Filters match 401(k) contributions?
The match terms for the Sartorius Stedim Filters, Inc. Employee Savings and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,325 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sartorius Stedim Filters 401(k) match vested?
The vesting schedule for the Sartorius Stedim Filters, Inc. Employee Savings and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sartorius Stedim Filters 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Co. of America. The plan administrator is Sartorius Stedim Filters, Inc..
I left Sartorius Stedim Filters. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sartorius Stedim Filters, Inc., (787) 856-5020) or the recordkeeper, Empower Annuity Ins. Co. of America. The Sartorius Stedim Filters old 401(k) page lists the contacts from every plan filing. Find an old Sartorius Stedim Filters 401(k)
Data from the public Form 5500 annual reports Sartorius Stedim Filters filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sartorius Stedim Filters. Not financial advice. Report a correction · Methodology