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Original filing (PDF)20250912144121NAL0000879587001
KYOCERA SGS PRECISION TOOLS, INC.
Form 5500
FILING_RECEIVED
KYOCERA SGS PRECISION TOOLS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
335
Accounts w/ balance
408
Plan assets (EOY)
$41.6M
Net assets (EOY)
$41.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 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.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KYOCERA SGS PRECISION TOOLS, INC..
Plan sponsor
Name
KYOCERA SGS PRECISION TOOLS, INC.
EIN
34-1437898
Address
150 MARC DRIVE · CUYAHOGA, OH · 442232630
Phone
(330) 686-4182
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
2025-09-12
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $65K | — |
Investments
17 direct securities · 14 pooled funds· $42.0M(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.
Pooled Separate Account
$27.9M
13 holdings
Uncategorized
$12.2M
16 holdings
Common Collective Trust
$1.2M
1 holding
Mutual Funds
$687K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $8.3M | 19.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $3.6M | 8.6% | |
| JP Morgan Funds JP Morgan Large Cap Growth R6 Fund | — | — | — | $3.6M | 8.6% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $3.5M | 8.4% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $3.4M | 8.0% | |
| Vanguard Group Vanguard Total Stock Market Index Admiral Fund | — | — | — | $3.0M | 7.3% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.5M | 6.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.2M | 5.2% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $1.3M | 3.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.2M | 3.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.9% | |
| Fidelity Investments Fidelity Total Bond K6 Fund | — | — | — | $907K | 2.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $778K | 1.9% | |
| Participant loans Interest rates from 5.25% to 10.50% - | — | — | — | $747K | 1.8% | |
| The American Funds American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $687K | 1.7% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | — | — | — | $686K | 1.6% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | — | — | — | $584K | 1.4% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth R6 Fund | — | — | — | $526K | 1.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $448K | 1.1% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | — | — | — | $443K | 1.1% | |
| MFS Investment Management MFS Value R6 Fund | — | — | — | $411K | 1.0% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $350K | 0.8% | |
| Principal Life Insurance Company Principal Lifetime Strategic Income Separate Acct Z | — | — | — | $311K | 0.7% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $311K | 0.7% | |
| Vanguard Group Vanguard RE Index Admiral Fund | — | — | — | $274K | 0.7% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Admiral Fund | — | — | — | $239K | 0.6% | |
| MFS Investment Management MFS New Discovery Value R6 Fund | — | — | — | $174K | 0.4% | |
| Legg Mason ClearBridge Small Cap Growth IS Fund | — | — | — | $134K | 0.3% | |
| Self-Directed Brokerage Account Schwab Funds Self-Directed Brokerage Account | — | — | — | $131K | 0.3% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $14K | <0.1% | |
| (E) | — | — | — | $14K | <0.1% |
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