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Original filing (PDF)20251013132043NAL0000646147001
NISHIKAWA COOPER LLC
Form 5500
FILING_RECEIVED
NISHIKAWA COOPER LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,102
Accounts w/ balance
1,375
Plan assets (EOY)
$64.8M
Net assets (EOY)
$64.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 188% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NISHIKAWA COOPER LLC.
Plan sponsor
Name
NISHIKAWA COOPER LLC
EIN
35-1763958
Address
324 MORROW STREET · TOPEKA, IN · 46571
Phone
(260) 593-2156
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CX INSTITUTIONAL, LLC | 82-4336420 | — | INVESTMENT ADVISOR | $96K | — |
| MORNINGSTAR | 36-4317385 | — | INVESTMENT ADVISORS | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $201K | — |
Investments
26 direct securities · 1 pooled fund· $65.1M(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.
Uncategorized
$56.4M
26 holdings
Common Collective Trust
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Retirement Class R6 | — | — | — | $10.6M | 16.3% | |
| T ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE STABLE VALUE COMMON TRUST FUND · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $8.7M | 13.4% | |
| American Funds American Funds 2035 Target Date Retirement Class R6 | — | — | — | $7.4M | 11.4% | |
| American Funds American Funds 2025 Target Date Retirement Class R6 | — | — | — | $6.5M | 10.1% | |
| Fidelity 500 Index | — | — | — | $4.5M | 7.0% | |
| American Funds American Funds 2040 Target Date Retirement Class R6 | — | — | — | $4.4M | 6.8% | |
| American Funds American Funds 2050 Target Date Retirement Class R6 | — | — | — | $3.5M | 5.4% | |
| American Funds American Funds 2020 Target Date Retirement Class R6 | — | — | — | $3.5M | 5.4% | |
| American Funds American Funds 2045 Target Date Retirement Class R6 | — | — | — | $3.3M | 5.0% | |
| Participants Loans (interest rates 4.25 to 9.50%, maturity of 1 to 10 years) | — | — | — | $2.7M | 4.2% | |
| T. Rowe Price T Rowe Price Growth Stock I Class | — | — | — | $1.9M | 2.9% | |
| JP Morgan Asset Management JPMorgan Mid Cap Growth Class R6 | — | — | — | $1.4M | 2.1% | |
| Fidelity Extended Market Index | — | — | — | $1.3M | 2.0% | |
| American Funds American Funds 2055 Target Date Retirement Class R6 | — | — | — | $798K | 1.2% | |
| MFS Value Class R6 | — | — | — | $671K | 1.0% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $579K | 0.9% | |
| American Funds American Funds 2060 Target Date Retirement Class R6 | — | — | — | $492K | 0.8% | |
| American Funds American Funds 2010 Target Date Retirement Class R6 | — | — | — | $474K | 0.7% | |
| American Century Investments American Century Small Cap Value R6 Class | — | — | — | $383K | 0.6% | |
| American Funds American Funds 2015 Target Date Retirement Class R6 | — | — | — | $367K | 0.6% | |
| Vanguard Total Bond MKT Index Admiral | — | — | — | $333K | 0.5% | |
| Allspring Special Mid Cap Value | — | — | — | $302K | 0.5% | |
| Western Asset Core Plus Bond Class IS | — | — | — | $262K | 0.4% | |
| MFS International Diversification R6 | — | — | — | $257K | 0.4% | |
| American Century Investments American Century Small Cap Growth R6 Class | — | — | — | $229K | 0.4% | |
| Lincoln Stable Value Account-Lngpa | — | — | — | $212K | 0.3% | |
| American Funds American Funds 2065 Target Date Retirement Class R6 | — | — | — | $121K | 0.2% |
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