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Original filing (PDF)20251014124211NAL0002785585001
HITACHI HIGH-TECH AMERICA, INC.
Form 5500
FILING_RECEIVED
HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
670
Accounts w/ balance
897
Plan assets (EOY)
$193.6M
Net assets (EOY)
$193.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HITACHI HIGH-TECH AMERICA, INC..
Plan sponsor
Name
HITACHI HIGH-TECH AMERICA, INC.
EIN
01-0569971
Address
10 N. MARTINGALE ROAD · SUITE 500 · SCHAUMBURG, IL · 601732099
Phone
(847) 273-4375
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $118K | — |
| WINTRUST INVESTMENTS, LLC | 36-1245570 | — | SERVICE PROVIDER | $55K | — |
| CHERRY BEKAERT LLP | 56-0574444 | — | SERVICE PROVIDER | $27K | — |
Investments
20 direct securities · 6 pooled funds· $193.6M(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
$138.5M
20 holdings
Common Collective Trust
$55.1M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II R1 GREAT GRAY TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $29.7M | 15.4% | |
| Fidelity 500 Index Fund | — | — | — | $23.2M | 12.0% | |
| WILMINGTON LG CAP VALUE FD R1 GREAT GRAY TRUST · EIN 26-3783374 / PN 907 | Common Collective Trust | — | — | $14.7M | 7.6% | |
| New York Life Insurance Company Guaranteed Interest Account | — | — | — | $13.9M | 7.2% | |
| BlackRock LifePath Index 2035 Fund - Class K | — | — | — | $13.7M | 7.1% | |
| MFS Investment Management Massachusetts Investors Trust - Class R6 | — | — | — | $13.4M | 6.9% | |
| MFS Investment Management International Intrinsic Value Fund - Class R6 | — | — | — | $10.7M | 5.5% | |
| Vanguard Mid-Cap Index Fund - Institutional Shares | — | — | — | $7.5M | 3.9% | |
| BlackRock LifePath Index Retirement Fund - Class K | — | — | — | $6.9M | 3.6% | |
| PIONEER BOND FUND TRUST CL R1 GREAT GRAY TRUST · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $6.4M | 3.3% | |
| TD Ameritrade Self-directed brokerage investments | — | — | — | $5.9M | 3.1% | |
| BlackRock LifePath Index 2060 Fund - Class K | — | — | — | $5.5M | 2.9% | |
| Invesco Discovery Fund - Class R6 | — | — | — | $5.3M | 2.8% | |
| BlackRock LifePath Index 2045 Fund - Class K | — | — | — | $4.8M | 2.5% | |
| BlackRock LifePath Index 2030 Fund - Class K | — | — | — | $4.6M | 2.4% | |
| Vanguard Balanced Index Fund - Admiral Shares | — | — | — | $4.2M | 2.2% | |
| BlackRock LifePath Index 2055 Fund - Class K | — | — | — | $4.0M | 2.1% | |
| BlackRock LifePath Index 2040 Fund - Class K | — | — | — | $3.3M | 1.7% | |
| JPMorgan Government Bond Fund - Class R6 | — | — | — | $3.1M | 1.6% | |
| BlackRock LifePath Index 2050 Fund - Class K | — | — | — | $3.0M | 1.6% | |
| Vanguard S&P Small-Cap 600 Index Fund - Institutional Shares | — | — | — | $2.8M | 1.5% | |
| Notes receivable Maturity dates through March 2040, from participants interest rates ranging from 4.25% to 9.25% | — | — | — | $2.5M | 1.3% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST · EIN 26-3783748 / PN 929 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| SMALL CAP VALUE FD II R1 GREAT GRAY TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1.5M | 0.8% | |
| EMERGING MARKETS FUND R1 GREAT GRAY TRUST · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $750K | 0.4% | |
| JPMorgan U.S. Government Money Market Fund - Capital Class | — | — | — | $135K | <0.1% |
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