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Original filing (PDF)20250818141432NAL0002677202001
SEKISUI AMERICA CORPORATION
Form 5500
FILING_RECEIVED
SEKISUI DIAGNOSTICS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
355
Accounts w/ balance
337
Plan assets (EOY)
$48.1M
Net assets (EOY)
$48.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
32 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 SEKISUI AMERICA CORPORATION.
Plan sponsor
Name
SEKISUI AMERICA CORPORATION
EIN
27-4058664
Address
1 WALL STREET · BURLINGTON, MA · 01803
Phone
(781) 652-7800
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
2025-08-18
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
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CRR, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $81K | — |
| PRIME CAPITAL INVESTMENT ADVISORS L | — | OVERLAND PARK, KS | NONE | $32K | — |
Investments
17 direct securities · 15 pooled funds· $48.1M(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
$28.7M
15 holdings
Uncategorized
$19.4M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDUCIARY INVESTMENT TRUST GROWTH C COMERICA BANK · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $5.6M | 11.7% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered investment company | — | — | — | $4.4M | 9.1% | |
| VANGUARD 500 INDEX ADMIRAL Registered investment company | — | — | — | $4.3M | 9.0% | |
| SAGIC Diversified Bond II Group annuity contract | — | — | — | $4.2M | 8.7% | |
| FIDUCIARY INVESTMENT TRUST BALANCED COMERICA BANK · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $4.1M | 8.5% | |
| FIDUCIARY INVESTMENT TRUST AGGRESSI COMERICA BANK · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $2.8M | 5.8% | |
| AMERICAN CENTURY RET HYBRID 2025 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.5% | |
| AMERICAN CENTURY RET HYBRID 2050 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $2.3M | 4.7% | |
| FIDUCIARY INVESTMENT TRUST MOD-CNSR COMERICA BANK · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $2.2M | 4.6% | |
| AMERICAN CENTURY RET HYBRID 2045 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.2% | |
| AMERICAN CENTURY RET HYBRID 2035 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.1% | |
| AMERICAN CENTURY RET HYBRID 2040 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.8% | |
| AMERICAN CENTURY RET HYBRID 2030 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.4% | |
| JPMORGAN MID CAP GROWTH R6 Registered investment company | — | — | — | $968K | 2.0% | |
| VANGUARD EQUITY-INCOME ADM Registered investment company | — | — | — | $895K | 1.9% | |
| 10.50% maturing between 2025 and 2034 | — | — | — | $810K | 1.7% | |
| PGIM TOTAL RETURN BOND R6 Registered investment company | — | — | — | $700K | 1.5% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Registered investment company | — | — | — | $635K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADM Registered investment company | — | — | — | $589K | 1.2% | |
| AMERICAN CENTURY RET HYBRID 2055 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $571K | 1.2% | |
| GOLDMAN SACHS GQG PTNRS INTL OPPS R6 Registered investment company | — | — | — | $548K | 1.1% | |
| AMERICAN CENTURY RET HYBRID 2060 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $444K | 0.9% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Registered investment company | — | — | — | $444K | 0.9% | |
| AMERICAN CENTURY RET HYBRID INC TRS BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $410K | 0.9% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Registered investment company | — | — | — | $278K | 0.6% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL Registered investment company | — | — | — | $165K | 0.3% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K Registered investment company | — | — | — | $164K | 0.3% | |
| VANGUARD SHORT-TERM INVESTMENT-GRADE ADM Registered investment company | — | — | — | $163K | 0.3% | |
| BLACKROCK STRATEGIC GLOBAL BOND K Registered investment company | — | — | — | $114K | 0.2% | |
| JANUS HENDERSON GLOBAL EQUITY INCOME N Registered investment company | — | — | — | $82K | 0.2% | |
| FIDUCIARY INVESTMENT TRUST CNSRV C COMERICA BANK · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $46K | <0.1% | |
| AMERICAN CENTURY RET HYBRID 2065 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $42K | <0.1% |
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