Original filing (PDF)20250929124221NAL0026773362001

SUBARU OF AMERICA, INC.

Name: SUBARU OF AMERICA, INC. — RETIREMENT AND SAVINGS PLAN OF SUBARU OF AMERICA, INC., Form 5500 (2024)
Creator: SUBARU OF AMERICA, INC.

Form 5500

FILING_RECEIVED

RETIREMENT AND SAVINGS PLAN OF SUBARU OF AMERICA, INC.

401(k) retirement plan

Signals · 1

89% employer stock

Active participants

1,496

Accounts w/ balance

1,961

Plan assets (EOY)

$525.8M

Net assets (EOY)

$525.8M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUBARU OF AMERICA, INC..

Plan sponsor

Name

SUBARU OF AMERICA, INC.

EIN

23-1693419

Address

ONE SUBARU DRIVE · CAMDEN, NJ · 08103

Phone

(856) 488-8500

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST. OPER. CO	04-2647786	—	RECORDKEEPER	-$137K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$158K	—

Investments

32 direct securities · 1 pooled fund· $516.3M(98% 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 Stock

$457.4M

27 holdings

Cash / Money Market

$21.0M

1 holding

Other securities

$19.2M

2 holdings

Common Collective Trust

$10.5M

1 holding

Mutual Funds

$4.5M

1 holding

Bonds / Notes

$3.6M

1 holding

					% of plan
Fidelity Management Trust Co. Fid Growth Co K6 N/R	Common Stock	—	—	$55.6M	10.6%
Fidelity Management Trust Co. Fid 500 Index N/R	Common Stock	—	—	$52.6M	10.0%
Fidelity Management Trust Co. Fid Contrafund K6 N/R	Common Stock	—	—	$47.9M	9.1%
Fidelity Management Trust Co. Fid Freedom 2040 K6 N/R	Common Stock	—	—	$30.4M	5.8%
Fidelity Management Trust Co. Fid Freedom 2030 K6 N/R	Common Stock	—	—	$27.7M	5.3%
Fidelity Management Trust Co. BrokerageLink N/R	Common Stock	—	—	$27.5M	5.2%
Fidelity Management Trust Co. Fid Freedom 2035 K6 N/R	Common Stock	—	—	$25.6M	4.9%
Fidelity Management Trust Co. Fid Freedom 2045 K6 N/R	Common Stock	—	—	$23.9M	4.5%
Fidelity Management Trust Co. Fid Freedom 2050 K6 N/R	Common Stock	—	—	$22.7M	4.3%
Money Market Fund * Fidelity Management Trust Co. Fidelity Retirement Money Market Fund N/R	Cash / Money Market	—	—	$21.0M	4.0%
Fidelity Management Trust Co. Fid Puritan K6 N/R	Common Stock	—	—	$18.7M	3.6%
Fidelity Management Trust Co. Fid Freedom 2025 K6 N/R	Common Stock	—	—	$16.0M	3.0%
Fidelity Management Trust Co. Fid Freedom 2055 K6 N/R	Common Stock	—	—	$15.2M	2.9%
Pimco Investment Management PIM Total Rt Inst N/R	Other securities	—	—	$14.5M	2.8%
MFS Investment Management Co. MFS Value R6 N/R	Common Stock	—	—	$12.4M	2.4%
Fidelity Management Trust Co. Fid Intl Index N/R	Common Stock	—	—	$11.8M	2.2%
Fidelity Management Trust Co. Fid Low-priced St K6 N/R	Common Stock	—	—	$10.5M	2.0%
MANAGED INCOME PORTFOLIO FUND FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$10.5M	2.0%
MFS Investment Management Co. MFS Research Intl R6 N/R	Common Stock	—	—	$9.8M	1.9%
Fidelity Management Trust Co. Fid US Bond Idx N/R	Common Stock	—	—	$9.0M	1.7%
Fidelity Management Trust Co. Fid Worldwide N/R	Common Stock	—	—	$8.6M	1.6%
Fidelity Management Trust Co. Fid Freedom 2020 K6 N/R	Common Stock	—	—	$7.7M	1.5%
Fidelity Management Trust Co. Fid Extd Mkt Idx N/R	Common Stock	—	—	$7.5M	1.4%
Fidelity Management Trust Co. Fid Freedom 2060 K6 N/R	Common Stock	—	—	$6.6M	1.3%
Fidelity Management Trust Co. Fid Mid Cap Stock K6 N/R	Common Stock	—	—	$4.9M	0.9%
Glenmede Investment Management Glenmede Sm Cap Eq IS N/R	Other securities	—	—	$4.7M	0.9%
Artisan Investment Management Artisan Mid Cap Inst N/R	Mutual Funds	—	—	$4.5M	0.9%
Participant Loans Interest rates: 3.25% - 8.50% $0	Bonds / Notes	—	—	$3.6M	0.7%
Fidelity Management Trust Co. Fid Freedom 2010 K6 N/R	Common Stock	—	—	$1.4M	0.3%
Fidelity Management Trust Co. Fid Freedom 2015 K6 N/R	Common Stock	—	—	$1.4M	0.3%
Fidelity Management Trust Co. Fid Freedom 2065 K6 N/R	Common Stock	—	—	$1.2M	0.2%
Fidelity Management Trust Co. Fid Freedom Inc K6 N/R	Common Stock	—	—	$764K	0.1%
Fidelity Management Trust Co. Fid Freedom 2070 K6 N/R	Common Stock	—	—	$2K	<0.1%