Sulzer US Holding 401(k) match, vesting and fees
What Sulzer US Holding's 401(k) 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ham, Langston & Brezina L.L.P. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Sulzer US Holding: employer contribution per participant | $6,178 | |
| Peer median | $2,413 |
| Sulzer US Holding: average balance | $166,030 | |
| Peer median | $86,456 |
| Sulzer US Holding: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.12% |
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 $551M at the end of plan year 2021 to $547M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,512 | $547M | $20.3M | $6,178 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 3,094 | $489M | $18M | $6,018 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 3,041 | $431M | $16.4M | $5,539 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 2,998 | $551M | $16.5M | $5,648 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Sulzer US Holding match 401(k) contributions?
The match terms for the Sulzer Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $20.3M in employer contributions, about $6,178 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sulzer US Holding 401(k) match vested?
The vesting schedule for the Sulzer Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sulzer US Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Sulzer US Holding Inc..
I left Sulzer US Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sulzer US Holding Inc., (832) 886-2300) or the recordkeeper, Fidelity Investments Institutional. The Sulzer US Holding old 401(k) page lists the contacts from every plan filing. Find an old Sulzer US Holding 401(k)
Data from the public Form 5500 annual reports Sulzer US Holding 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 Sulzer US Holding. Not financial advice. Report a correction · Methodology