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Original filing (PDF)20251015064955NAL0005514576001
CASIO AMERICA, INC.
Form 5500
FILING_RECEIVED
CASIO AMERICA, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
77% in single holding
Active participants
36
Accounts w/ balance
—
Plan assets (EOY)
$33.9M
Net assets (EOY)
$33.9M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "PIMCO Long Duration Total Return Fund Institutional Registered Investment Company" is 77% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASIO AMERICA, INC..
Plan sponsor
Name
CASIO AMERICA, INC.
EIN
11-2215214
Address
570 MOUNT PLEASANT AVENUE · DOVER, NJ · 07801
Phone
(973) 361-5400
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
KRS CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
7 direct securities· $33.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Long Duration Total Return Fund Institutional Registered Investment Company | — | — | $31.0M | $26.1M | 76.8% | |
| Fidelity 500 Index FD Registered Investment Company | — | — | $3.0M | $3.9M | 11.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Company | — | — | $1.7M | $1.7M | 5.0% | |
| PIMCO Investment Grade Credit Bond Fund Institutional Registered Investment Company | — | — | $885K | $846K | 2.5% | |
| Vanguard Mid Cap Index Fund Admiral Registered Investment Company | — | — | $729K | $830K | 2.4% | |
| Vanguard Small Cap I Registered Investment Company | — | — | $283K | $331K | 1.0% | |
| Schwab Bank Sweep For EE Benefit Plan Interest-bearing cash | — | — | $243K | $243K | 0.7% |