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Original filing (PDF)20250725135131NAL0003214499001
MINEBEA-ACCESSSOLUTIONS USA INC.
Form 5500
FILING_RECEIVED
MINEBEA-ACCESSSOLUTIONS USA INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
606
Accounts w/ balance
820
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly 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 MINEBEA-ACCESSSOLUTIONS USA INC..
Plan sponsor
Name
MINEBEA-ACCESSSOLUTIONS USA INC.
EIN
22-2897185
Address
101 MURPHY INDUSTRIAL BOULEVARD · BREMEN, GA · 30110
Phone
(678) 309-2000
Industry
Manufacturingsee 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
2025-07-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $90K | — |
| RESOURCES INVESTMENT ADVISORS, LLC | 43-1451524 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities· $21.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan LgCp Grw Fnd R6 Mutual fund | — | — | — | $2.7M | 13.1% | |
| Voya Fixed Account (4450) Guaranteed interest account | — | — | — | $2.3M | 10.9% | |
| PIMCO REALPTH Blnd 2035 Ins Mutual fund | — | — | — | $2.0M | 9.9% | |
| PIMCO REALPTH Blnd 2025 Ins Mutual fund | — | — | — | $1.7M | 8.2% | |
| PIMCO REALPTH Blnd 2055 Ins Mutual fund | — | — | — | $1.4M | 6.9% | |
| PIMCO REALPTH Blnd 2045 Ins Mutual fund | — | — | — | $1.1M | 5.2% | |
| Fid Ttl Mkt Id Fd Mutual fund | — | — | — | $995K | 4.8% | |
| PIMCO Income Fund Ins Mutual fund | — | — | — | $703K | 3.4% | |
| PIMCO REALPTH Blnd 2060 Ins Mutual fund | — | — | — | $671K | 3.2% | |
| PIMCO REALPTH Blnd 2030 Ins Mutual fund | — | — | — | $658K | 3.2% | |
| LOAN FUND Participant Loans - Rates 5.25% to 10.50% | — | — | — | $640K | 3.1% | |
| to 10.50%; various maturity dates | — | — | — | $640K | 3.1% | |
| PIMCO REALPTH Blnd 2050 Ins Mutual fund | — | — | — | $612K | 2.9% | |
| PIMCO REALPTH Blnd Inc Ins Mutual fund | — | — | — | $571K | 2.7% | |
| AmCen Mid Cap Value Fund R6 Mutual fund | — | — | — | $557K | 2.7% | |
| Vangrd Mid-Cap Index Fund Adm Mutual fund | — | — | — | $466K | 2.2% | |
| PIMCO REALPTH Blnd 2040 Ins Mutual fund | — | — | — | $414K | 2.0% | |
| Vangrd Small-Cap Index Fnd Adm Mutual fund | — | — | — | $405K | 1.9% | |
| DFA Real Estate Secs Port Ins Mutual fund | — | — | — | $338K | 1.6% | |
| PIMCO REALPTH Blnd 2065 Fd Ins Mutual fund | — | — | — | $305K | 1.5% | |
| Fid US Bd Id Fd Mutual fund 178 Fidelity Global ex US Index Fd Mutual fund | — | — | — | $276K | 1.3% | |
| American Funds Nw Prspctv R6 Mutual fund | — | — | — | $245K | 1.2% | |
| American Funds Am Balanced R6 Mutual fund | — | — | — | $204K | 1.0% | |
| American Funds Wash Mutual R6 Mutual fund | — | — | — | $178K | 0.9% | |
| Inv Discovery MCp Grw F R6 Mutual fund | — | — | — | $172K | 0.8% | |
| JPMorgan Core Plus Bond Fnd R6 Mutual fund | — | — | — | $171K | 0.8% | |
| MFS International Grw Fund R6 Registered Investment Company | — | — | — | $156K | 0.8% | |
| BlkRck High Yield Bnd Port K Mutual fund | — | — | — | $143K | 0.7% | |
| DFA Emerging Markets Pt Ins Mutual fund | — | — | — | $136K | 0.7% | |
| Inv Discovery Fd R6 Mutual fund | — | — | — | $135K | 0.6% | |
| DFA US Targeted Vl Port Ins Mutual fund | — | — | — | $132K | 0.6% | |
| PIMCO Real Return Fund Ins Mutual fund | — | — | — | $96K | 0.5% | |
| JPMorgan Equity Income Fund R6 Mutual fund | — | — | — | $89K | 0.4% | |
| American Funds Cap Inc Bld R6 Mutual fund | — | — | — | $40K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Money market | — | — | — | $17K | <0.1% |
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