Original filing (PDF)20251013091013NAL0002255042001

SOJITZ CORPORATION OF AMERICA

Name: SOJITZ CORPORATION OF AMERICA — THE NIAC GROUP PENSION PLAN, Form 5500 (2024)
Creator: SOJITZ CORPORATION OF AMERICA

Form 5500

FILING_RECEIVED

THE NIAC GROUP PENSION PLAN

Defined-benefit pension plan

Signals · 2

79% in single holding~84 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

How this plan invests

This plan

3 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOJITZ CORPORATION OF AMERICA.

Plan sponsor

Name

SOJITZ CORPORATION OF AMERICA

EIN

13-5610360

Address

1120 AVENUE OF THE AMERICAS · 7TH FLOOR · NEW YORK, NY · 10036

Phone

(212) 704-6927

Industry

Wholesale Tradesee all

Plan administrator

Name

SOJITZ CORPORATION OF AMERICA

EIN

13-5610360

City

NEW YORK, NY

Phone

(212) 704-6927

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

MCKONLY & ASBURY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY	04-3523567	—	INVESTMENT	$49K	—
HARPER DANESH LLC	27-3395775	—	SERVICE PROVIDER	$25K	—
MCKONLY & ASBURY	23-1909723	—	SERVICE PROVIDER	$16K	—
MATRIX TRUST CO	75-3182674	—	NONE	$13K	—

Investments

1 direct security · 3 pooled funds· $13.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Collective Trust

$12.0M

3 holdings

Uncategorized

$963K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	FID ASSET MGMT INT DURATION POOL FIDELITY INSTITUTIONAL · EIN 04-3523567 / PN 000	Common Collective Trust	—	$8.3M	$9.5M	77.4%
	FID ASSET MGMT LONG DURATION POOL FIDELITY INSTITUTIONAL · EIN 04-3523567 / PN 000

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