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Original filing (PDF)20250826145527NAL0004495059001
YASKAWA AMERICA, INC.
Form 5500
FILING_RECEIVED
YASKAWA AMERICA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,589
Accounts w/ balance
1,615
Plan assets (EOY)
$379.4M
Net assets (EOY)
$379.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YASKAWA AMERICA, INC..
Plan sponsor
Name
YASKAWA AMERICA, INC.
EIN
36-2639378
Address
2121 NORMAN DRIVE · WAUKEGAN, IL · 60085
Phone
(847) 887-7041
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
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $184K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 26-4310632 | — | CONSULTANT | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESLER & VANDERSCHAAFF CO., L.P.A | 31-1399107 | — | OTHER | $13K | — |
Investments
41 direct securities · 2 pooled funds· $439.4M(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
$415.9M
41 holdings
Common Collective Trust
$23.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Threadneedle Investments COLUMBIA SELIGMAN TECH INSTL | — | — | — | $47.1M | 12.4% | |
| AMERICAN FUNDS 2030 TARGET R6 | — | — | — | $32.4M | 8.6% | |
| Touchstone Investments Touchstone Lrg Cap FCSD CL Y | — | — | — | $30.7M | 8.1% | |
| AMERICAN FUNDS 2035 TARGET R6 | — | — | — | $29.6M | 7.8% | |
| Fidelity 500 Index Fund | — | — | — | $26.6M | 7.0% | |
| JP MORGAN LARGE CAP GROWTH R6 MUTUAL FUNDS | — | — | $15.4M | $26.0M | 6.9% | |
| JPMorgan Funds JPMorgan LGCP GRO R6 | — | — | — | $26.0M | 6.9% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $16.5M | 4.3% | |
| AMERICAN FUNDS 2040 TARGET R6 | — | — | — | $15.9M | 4.2% | |
| AMERICAN FUNDS 2025 TARGET R6 | — | — | — | $15.2M | 4.0% | |
| Bank of New York Mellon BNY MELLON CORE PLUS FD CL Y | — | — | — | $14.6M | 3.8% | |
| American Century Investments American Century MD CP VL I | — | — | — | $14.5M | 3.8% | |
| AMERI CENTURY MD CP VL I MUTUAL FUNDS | — | — | $14.3M | $14.5M | 3.8% | |
| AMERICAN FUNDS 2045 TARGET R6 | — | — | — | $12.8M | 3.4% | |
| AMERICAN FUNDS 2050 TARGET R6 | — | — | — | $10.8M | 2.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | — | — | — | $9.0M | 2.4% | |
| MFS International Divs Fund R6 | — | — | — | $7.9M | 2.1% | |
| MFS Total Return FD CL R6 | — | — | — | $7.6M | 2.0% | |
| Nationwide Financial Nationwide Geneva Small Cap R6 | — | — | — | $7.4M | 2.0% | |
| Columbia Threadneedle Investments Columbia Trust DIVIDND INCM MS | — | — | — | $7.0M | 1.8% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 225 | Common Collective Trust | — | — | $7.0M | 1.8% | |
| Bank of America, N.A.** Cash - Interest bearing - Retirement Bank Account | — | — | — | $6.0M | 1.6% | |
| American Century SML CP VAL R6 | — | — | — | $5.8M | 1.5% | |
| AMERICAN FUNDS 2060 TARGET R6 | — | — | — | $5.6M | 1.5% | |
| RETIREMENT BANK ACCOUNT CERT OF DEPOSIT / BANK DEPOSIT | — | — | $5.5M | $5.5M | 1.4% | |
| WCM Investment Management WCM Focused Emerging MRKTS | — | — | — | $5.5M | 1.4% | |
| Eaton Vance Funds Eaton Vance Atlanta | — | — | — | $4.0M | 1.1% | |
| Various Participants' self-directed brokerage accounts | — | — | — | $4.0M | 1.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $4.0M | $4.0M | 1.0% | |
| AMERICAN FUNDS 2020 TARGET R6 | — | — | — | $3.5M | 0.9% | |
| 8.50 percent - | — | — | — | $3.0M | 0.8% | |
| LOAN FUND LOANS | — | — | $3.0M | $3.0M | 0.8% | |
| Fidelity Investments Fidelity MID CAP INDEX | — | — | — | $3.0M | 0.8% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.8M | 0.5% | |
| AMERICAN FUNDS 2065 TARGET R6 | — | — | — | $1.6M | 0.4% | |
| Fidelity INTRNTNL INDX INSTL | — | — | — | $1.3M | 0.3% | |
| American Funds AMERICAN FUNDS 2010 TARGET R6 | — | — | — | $1.2M | 0.3% | |
| American Capital World | — | — | — | $780K | 0.2% | |
| BLF FEDFUND MONEY MARKET | — | — | $511K | $511K | 0.1% | |
| AMERICAN FUNDS 2015 TARGET R6 | — | — | — | $300K | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $18K | $18K | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $8K | $8K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $3K | $3K | <0.1% |