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Original filing (PDF)20251008154140NAL0003401763001
OKUMA AMERICA CORPORATION
Form 5500
FILING_RECEIVED
OKUMA AMERICA CORPORATION PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
187
Accounts w/ balance
—
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ALLSPRING SPECIAL MID CAP VALUE CIT (extraction pending)]" is 100% of plan.
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OKUMA AMERICA CORPORATION.
Plan sponsor
Name
OKUMA AMERICA CORPORATION
EIN
11-2670887
Address
11900 WESTHALL DRIVE · CHARLOTTE, NC · 28278
Phone
(704) 588-7000
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
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
GREERWALKER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREERWALKER, LLP | 56-1434747 | — | AUDITOR | $14K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $64K | — |
| PENSION CONSULTANTS INC | 43-1685158 | — | NONE | $23K | — |
| JULY SERVICES | 74-2715820 | — | NONE | $15K | — |
Investments
1 direct security · 1 pooled fund· $2.5M(10% 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
$1.2M
1 holding
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: ALLSPRING SPECIAL MID CAP VALUE CIT (extraction pending)] | — | — | — | $1.2M | 5.0% | |
| AS SPEC MD CP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.0% |