Original filing (PDF)20260107143853NAL0008444931001

MISUMI USA, INC.

Name: MISUMI USA, INC. — MISUMI USA, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: MISUMI USA, INC.

Form 5500

FILING_RECEIVED

MISUMI USA, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

367

Accounts w/ balance

299

Plan assets (EOY)

$29.8M

Net assets (EOY)

$29.8M

How this plan invests

This plan

28 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISUMI USA, INC..

Plan sponsor

Name

MISUMI USA, INC.

EIN

36-3562952

Address

1475 E. WOODFIELD RD SUITE 1300 · SCHAUMBURG, IL · 601735628

Phone

(847) 610-8103

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-07

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$52K	—

Investments

28 direct securities· $29.8M(100% of reported assets)

					% of plan
Fidelity Investments	Other securities	—	—	$5.0M	16.6%
T. Rowe Price	Other securities	—	—	$3.1M	10.4%
T. Rowe Price	Other securities	—	—	$3.0M	10.2%
T. Rowe Price	Other securities	—	—	$2.9M	9.7%
T. Rowe Price	Other securities	—	—	$1.9M	6.4%
T. Rowe Price	Other securities	—	—	$1.7M	5.7%
T. Rowe Price	Other securities	—	—	$1.7M	5.6%
Fidelity Investments	Other securities	—	—	$1.4M	4.6%
Fidelity Investments	Other securities	—	—	$1.2M	3.9%
T. Rowe Price	Other securities	—	—	$1.1M	3.9%
Fidelity Investments	Other securities	—	—	$1.1M	3.8%
T. Rowe Price	Other securities	—	—	$1.1M	3.7%
Fidelity Investments	Other securities	—	—	$1.0M	3.5%
T. Rowe Price	Other securities	—	—	$1.0M	3.4%
Fidelity Investments	Other securities	—	—	$532K	1.8%
Fidelity Investments	Other securities	—	—	$485K	1.6%
Fidelity Investments	Other securities	—	—	$389K	1.3%
Fidelity Investments	Other securities	—	—	$336K	1.1%
Notes receivable from Participants	Other securities	—	—	$231K	0.8%
Dodge & Cox	Other securities	—	—	$197K	0.7%
T. Rowe Price	Other securities	—	—	$151K	0.5%
T. Rowe Price	Other securities	—	—	$73K	0.2%
T. Rowe Price	Other securities	—	—	$67K	0.2%
PIMCO	Other securities	—	—	$61K	0.2%
Avantis	Other securities	—	—	$26K	<0.1%
T. Rowe Price	Other securities	—	—	$18K	<0.1%
T. Rowe Price	Other securities	—	—	$2K	<0.1%
Fidelity Investments	Other securities	—	—	$100	<0.1%