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Original filing (PDF)20251014100942NAL0003615360001
TOSHIBA AMERICA, INC
Form 5500
FILING_RECEIVED
TOSHIBA AMERICA, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
601
Accounts w/ balance
1,556
Plan assets (EOY)
$511.7M
Net assets (EOY)
$511.7M
How this plan invests
This plan
18 pooled trusts
Schedule D
28 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 TOSHIBA AMERICA, INC.
Plan sponsor
Name
TOSHIBA AMERICA, INC
EIN
13-3503896
Address
5241 CALIFORNIA AVENUE, SUITE 200 · IRVINE, CA · 92617
Phone
(949) 461-4582
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEINSTEIN SPIRA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $95K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $68K | — |
| GROOM LAW GROUP, CHARTERED | — | RINCON, GA | NONE | $61K | — |
| DELOITTE TAX LLP | — | DALLAS, TX | NONE | $25K | — |
| MILLER, KAPLAN, ARASE & CO., LLP | — | NORTH HOLLYWOOD, CA | NONE | $23K | — |
Investments
10 direct securities · 18 pooled funds· $511.5M(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.
Common Collective Trust
$279.1M
18 holdings
Uncategorized
$232.4M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Institutional Index Fund | — | — | — | $83.1M | 16.2% | |
| T. Rowe Price Associates, Inc. Growth Stock Fund | — | — | — | $72.8M | 14.2% | |
| MFS MID CAP GROWTH FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $48.1M | 9.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $41.8M | 8.2% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $33.4M | 6.5% | |
| TRP U.S. TREASURY MONEY MKT. TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 004 | Common Collective Trust | — | — | $29.4M | 5.7% | |
| Vanguard Group Equity Income Fund | — | — | — | $28.5M | 5.6% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $27.4M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $19.6M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15.9M | 3.1% | |
| J.P. Morgan Asset Management Mid-Cap Value Fund | — | — | — | $14.7M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.6M | 2.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $11.4M | 2.2% | |
| EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 001 | Common Collective Trust | — | — | $10.0M | 2.0% | |
| Vanguard Group Total Bond Index Fund | — | — | — | $9.3M | 1.8% | |
| TRP U.S. SMALL-CAP VALUE EQ TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $8.4M | 1.6% | |
| Vanguard Group Extended Market Index Investor Fund | — | — | — | $7.7M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.5M | 1.5% | |
| Vanguard Group Inflation-Protected Securities Fund | — | — | — | $6.3M | 1.2% | |
| Vanguard Group Total International Stock Index Fund | — | — | — | $4.9M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.9% | |
| Dodge & Cox Income Fund | — | — | — | $4.0M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| various dates through June 2030 | — | — | — | $1.1M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $559K | 0.1% |