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Original filing (PDF)20251007091946NAL0002538979001
PANASONIC CORPORATION OF NORTH AMERICA
Form 5500
FILING_RECEIVED
PANASONIC RETIREMENT SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
8,736
Accounts w/ balance
11,836
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
21 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANASONIC CORPORATION OF NORTH AMERICA.
Plan sponsor
Name
PANASONIC CORPORATION OF NORTH AMERICA
EIN
36-2786846
Address
2 RIVERFRONT PLAZA · 11TH FLOOR · NEWARK, NJ · 071025490
Phone
(201) 392-6077
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHN REZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $526K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | CONSULTANT | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT/AUDITOR | $27K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
24 direct securities · 21 pooled funds· $2.8B(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
$1.5B
21 holdings
Uncategorized
$1.3B
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Pool Common/collective trust | — | — | — | $362.7M | 22.0% | |
| FID BLUE CHP GR CP B FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $362.7M | 22.0% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $270.6M | 16.4% | |
| Fidelity Managed Income Portfolio II Common/collective trust | — | — | — | $107.0M | 6.5% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $107.0M | 6.5% | |
| T. Rowe Price Retirement 2030 Trust B Common/collective trust | — | — | — | $99.7M | 6.0% | |
| TRP RETIRE 2030 B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $99.7M | 6.0% | |
| T. Rowe Price Retirement 2040 Trust B Common/collective trust | — | — | — | $88.8M | 5.4% | |
| TRP RETIRE 2040 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $88.8M | 5.4% | |
| T. Rowe Price Retirement 2035 Trust B Common/collective trust | — | — | — | $78.4M | 4.7% | |
| TRP RETIRE 2035 B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $78.4M | 4.7% | |
| Neuberger Berman Genesis Fund Class R6 Mutual fund | — | — | — | $70.4M | 4.3% | |
| T. Rowe Price Retirement 2045 Trust B Common/collective trust | — | — | — | $65.9M | 4.0% | |
| TRP RETIRE 2045 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $65.9M | 4.0% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $63.6M | 3.9% | |
| T. Rowe Price Retirement 2050 Trust B Common/collective trust | — | — | — | $61.9M | 3.7% | |
| TRP RETIRE 2050 B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $61.9M | 3.7% | |
| T. Rowe Price Retirement 2025 Trust B Common/collective trust | — | — | — | $57.0M | 3.5% | |
| TRP RETIRE 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $57.0M | 3.5% | |
| T. Rowe Price Retirement 2020 Trust B Common/collective trust | — | — | — | $45.6M | 2.8% | |
| TRP RETIRE 2020 B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $45.6M | 2.8% | |
| T. Rowe Price Retirement 2055 Trust B Common/collective trust | — | — | — | $40.4M | 2.4% | |
| TRP RETIRE 2055 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $40.4M | 2.4% | |
| Fidelity Diversified International Pool Common/collective trust | — | — | — | $38.7M | 2.3% | |
| FID DIV INTL PL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $38.7M | 2.3% | |
| METWEST TL RTN BD Z1 SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $35.7M | 2.2% | |
| Spartan Extended Market Index Pool Class C Common/collective trust | — | — | — | $28.5M | 1.7% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $28.5M | 1.7% | |
| T. Rowe Price Retirement 2060 Trust B Common/collective trust | — | — | — | $26.4M | 1.6% | |
| TRP RETIRE 2060 B T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $26.4M | 1.6% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $21.5M | 1.3% | |
| T. Rowe Price Institutional Small-Cap Stock Fund Mutual fund | — | — | — | $20.3M | 1.2% | |
| dates, secured by participant * Participant loans account balance | — | — | — | $19.9M | 1.2% | |
| Vanguard Total International Stock Index Fund Mutual fund | — | — | — | $12.2M | 0.7% | |
| T. Rowe Price Retirement 2065 Trust B Common/collective trust | — | — | — | $10.5M | 0.6% | |
| TRP RETIRE 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $10.5M | 0.6% | |
| DFA Emerging Markets Core Equity Institutional Mutual fund | — | — | — | $7.1M | 0.4% | |
| T. Rowe Price Retirement 2010 Trust B Common/collective trust | — | — | — | $6.1M | 0.4% | |
| TRP RETIRE 2010 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.4% | |
| T. Rowe Price Retirement 2005 Trust B Common/collective trust | — | — | — | $5.7M | 0.3% | |
| TRP RETIRE 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.3% | |
| T. Rowe Price Retirement 2015 Trust B Common/collective trust | — | — | — | $3.5M | 0.2% | |
| TRP RETIRE 2015 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.2% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $815K | <0.1% | |
| Fidelity Government Market Fund Mutual fund | — | — | — | $45K | <0.1% |