Original filing (PDF)20260324101955NAL0002408881001

TAKARA BELMONT USA, INC.

Name: TAKARA BELMONT USA, INC. — TAKARA BELMONT USA, INC. 401(K) RETIREMENT PLAN 1, Form 5500 (2024)
Creator: TAKARA BELMONT USA, INC.

Form 5500

FILING_RECEIVED

TAKARA BELMONT USA, INC. 401(K) RETIREMENT PLAN 1

401(k) retirement plan

Signals · 2

Late filing · 4.3 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAKARA BELMONT USA, INC..

Plan sponsor

Name

TAKARA BELMONT USA, INC.

EIN

13-1843773

Address

101 BELMONT DR · SOMERSET, NJ · 08873

Phone

(732) 469-5000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	02-0794802	FORT WAYNE, IN	SERVICE PROVIDER	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	—	SERVICE PROVIDER	$23K	—

Investments

35 direct securities · 1 pooled fund· $13.4M(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.

Other securities

$7.0M

35 holdings

Pooled Separate Account

$6.4M

1 holding

					% of plan
LINCOLN LIFE SEPERATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402	Pooled Separate Account	—	—	$6.4M	92.6%
Fidelity 500 Index Fund Pooled Separate Account	Other securities	—	—	$761K	11.0%
SS Rsl Lrg Cap Grw NL Pooled Separate Account	Other securities	—	—	$736K	10.6%
VG Life Strat Mod Grw Pooled Separate Account	Other securities	—	—	$552K	8.0%
YourPath Passive 2010 Mod Pooled Separate Account	Other securities	—	—	$483K	7.0%
Guaranteed Stable Value Guaranteed Account	Other securities	—	—	$463K	6.7%
YourPath Passive 2030 Agg Pooled Separate Account 113 * YourPath Passive 2035 Mod Pooled Separate Account	Other securities	—	—	$442K	6.4%
Putnam Large Cap Value Pooled Separate Account	Other securities	—	—	$419K	6.0%
VG Mid Cap Grw Idx Admrl Pooled Separate Account	Other securities	—	—	$390K	5.6%
VG Mid Cap Val Idx Admrl Pooled Separate Account	Other securities	—	—	$385K	5.5%
LINCOLN NATIONAL LIFE - DIRECTOR * AmerFunds Perspective Pooled Separate Account	Other securities	—	—	$337K	4.9%
Baird Aggregate Bond Inst Pooled Separate Account	Other securities	—	—	$321K	4.6%
Vanguard Sm Cap Grwth Ind Pooled Separate Account	Other securities	—	—	$234K	3.4%
VG Dev Markets Idx Admrl Pooled Separate Account	Other securities	—	—	$194K	2.8%
YourPath Passive 2045 Mod Pooled Separate Account	Other securities	—	—	$165K	2.4%
YourPath Passive 2035 Agg Pooled Separate Account 113 * YourPath Passive 2040 Mod Pooled Separate Account	Other securities	—	—	$163K	2.4%
Baird Core Plus Bond Inst Pooled Separate Account	Other securities	—	—	$148K	2.1%
YourPath Passive 2020 Mod Pooled Separate Account	Other securities	—	—	$133K	1.9%
YourPath Passive 2050 Mod Pooled Separate Account	Other securities	—	—	$129K	1.9%
YourPath Passive 2055 Mod Pooled Separate Account	Other securities	—	—	$114K	1.6%
YourPath Passive 2025 Agg Pooled Separate Account 113 * YourPath Passive 2030 Mod Pooled Separate Account	Other securities	—	—	$69K	1.0%
VG Emerging Mkt Stk Admrl Pooled Separate Account	Other securities	—	—	$68K	1.0%
SS Rsl Sml Cap Val NL Pooled Separate Account	Other securities	—	—	$55K	0.8%
maturing through November 2028	Other securities	—	—	$48K	0.7%
YourPath Passive 2025 Con Pooled Separate Account 228 * YourPath Passive 2025 Mod Pooled Separate Account	Other securities	—	—	$40K	0.6%
YourPath Passive 2060 Mod Pooled Separate Account	Other securities	—	—	$33K	0.5%
VG REI Fund Admiral Shrs Pooled Separate Account	Other securities	—	—	$19K	0.3%
VG Int Grw Admrl Shares Pooled Separate Account	Other securities	—	—	$13K	0.2%
VG Inflation Protected Sec Pooled Separate Account	Other securities	—	—	$10K	0.1%
(E)	Other securities	—	$10K	$10K	0.1%
YourPath Passive 2065 Agg Pooled Separate Account	Other securities	—	—	$10K	0.1%
(H)	Other securities	—	$2K	$6K	<0.1%
(G)	Other securities	—	$2K	$2K	<0.1%
(C)	Other securities	—	$2K	$2K	<0.1%
(I)	Other securities	—	$3K	$1K	<0.1%
(D)	Other securities	—	—	$1K	<0.1%