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Original filing (PDF)20251014135930NAL0004157056001
CASIO AMERICA, INC.
Form 5500
FILING_RECEIVED
CASIO AMERICA, INC. INCENTIVE SAVINGS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
151
Accounts w/ balance
239
Plan assets (EOY)
$69.8M
Net assets (EOY)
$69.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
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 · 078011620
Phone
(973) 361-5400
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KSR CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
27 direct securities · 1 pooled fund· $69.4M(99% 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
$64.1M
27 holdings
Common Collective Trust
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Investor Shares Registered Investment Company | — | — | — | $15.3M | 21.9% | |
| Vanguard PRIMECAP Fund Investor Shares Registered Investment Company | — | — | — | $11.3M | 16.1% | |
| Vanguard Wellington Fund Investor Shares Registered Investment Company | — | — | — | $7.3M | 10.4% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $6.2M | 8.9% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $5.3M | 7.6% | |
| Vanguard Windsor II Fund Investor Shares Registered Investment Company | — | — | — | $3.4M | 4.9% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $2.9M | 4.2% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $2.7M | 3.9% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $2.3M | 3.3% | |
| Vanguard Total Bond Market Index Fund Investor Shares Registered Investment Company | — | — | — | $1.9M | 2.7% | |
| Vanguard Explorer Fund Investor Shares Registered Investment Company | — | — | — | $1.5M | 2.2% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $1.5M | 2.1% | |
| Vanguard Extended Market Index Fund Investor Shares Registered Investment Company | — | — | — | $1.2M | 1.8% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $1.1M | 1.5% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $1.1M | 1.5% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $1.0M | 1.5% | |
| JP Morgan MidCap Value Fund Class I Registered Investment Company | — | — | — | $729K | 1.0% | |
| Notes receivable from participants Maturing through 2034 | — | — | — | $585K | 0.8% | |
| MFS International Diversification Fund; Class R3 Registered Investment Company | — | — | — | $454K | 0.7% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $410K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund: Inv Shares Registered Investment Company | — | — | — | $372K | 0.5% | |
| American Beacon Small Cap Value Fund; Investor Class Registered Investment Company | — | — | — | $318K | 0.5% | |
| Artisan Mid Cap Fund; Institutional Shares Registered Investment Company | — | — | — | $278K | 0.4% | |
| Vanguard Total International Stock Index Fund Registered Investment Company | — | — | — | $243K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $44K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Registered Investment Company | — | — | — | $34K | <0.1% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $1K | <0.1% |
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