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Original filing (PDF)20251007135926NAL0004678945001
MORIROKU TECHNOLOGY NORTH AMERICA INC.
Form 5500
FILING_RECEIVED
MORIROKU TECHNOLOGY NORTH AMERICA INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No auditor on file28% in single holding
Active participants
1,076
Accounts w/ balance
1,487
Plan assets (EOY)
$52.8M
Net assets (EOY)
$52.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
76
/ 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
60
Concentration risk
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "SF Guaranteed Guaranteed investment contract" is 28% of plan.
- 45 bps in Schedule C fees — 183% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORIROKU TECHNOLOGY NORTH AMERICA INC..
Plan sponsor
Name
MORIROKU TECHNOLOGY NORTH AMERICA INC.
EIN
31-1177346
Address
5755 STATE ROUTE 571 E · GREENVILLE, OH · 45331
Phone
(256) 638-9760
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
2025-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $237K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | — | CINCINNATI, OH | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
11 direct securities · 6 pooled funds· $52.8M(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.
Uncategorized
$36.7M
11 holdings
Common Collective Trust
$16.1M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SF Guaranteed investment contract | — | — | — | $14.6M | 27.6% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $10.6M | 20.1% | |
| JP Morgan Large Cap Growth Mutual funds | — | — | — | $9.0M | 17.1% | |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $3.8M | 7.2% | |
| JP Morgan International Equity R6 Mutual funds | — | — | — | $2.7M | 5.2% | |
| American Century Mid Cap Value Fund Mutual funds | — | — | — | $2.5M | 4.7% | |
| Mfs New Discovery R6 Mutual funds | — | — | — | $2.0M | 3.8% | |
| American Balanced Fund Mutual funds | — | — | — | $2.0M | 3.7% | |
| Maturities 2024 through 2028 | — | — | — | $1.4M | 2.6% | |
| MFS INTL DIVERSIFICATION R6 MFS · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $1.3M | 2.4% | |
| Invesco Discovery Mid Cap Growth Fund Mutual funds | — | — | — | $1.2M | 2.3% | |
| American Centry Small Cap Value Fund Mutual funds | — | — | — | $852K | 1.6% | |
| Fidelity Small Cap Index Fund Mutual funds | — | — | — | $273K | 0.5% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $234K | 0.4% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $216K | 0.4% | |
| Fidelity International Index Fund Mutual funds | — | — | — | $188K | 0.4% | |
| T. ROWE PRICE NEW HORIZONS I T. ROWE PRICE · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |