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Original filing (PDF)20251015162924NAL0005422849001
SHARP NEC DISPLAY SOLUTIONS OF AMERICA, INC.
Form 5500
FILING_RECEIVED
SHARP NEC DISPLAY SOLUTIONS OF AMERICA, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
99
Accounts w/ balance
81
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
1 pooled trust
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
100
Concentration risk
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Management Trust Co Fidelity Growth Company K6" is 37% of plan.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARP NEC DISPLAY SOLUTIONS OF AMERICA, INC..
Plan sponsor
Name
SHARP NEC DISPLAY SOLUTIONS OF AMERICA, INC.
EIN
36-4365920
Address
3250 LACEY ROAD · SUITE 500 · DOWNERS GROVE, IL · 60515
Phone
(630) 467-4524
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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Investments
28 direct securities · 1 pooled fund· $19.1M(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
$19.1M
28 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Co Fidelity Growth Company K6 | — | — | — | $7.0M | 36.7% | |
| Fidelity Management Trust Co 500 Index Fund | — | — | — | $2.5M | 12.9% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $2.0M | 10.7% | |
| Fidelity Management Trust Co Mid Cap Index Fund | — | — | — | $890K | 4.6% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $713K | 3.7% | |
| Money market fund * Fidelity Management Trust Co Government Money Market Fund | — | — | — | $656K | 3.4% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $655K | 3.4% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $551K | 2.9% | |
| Janus Henderson Enterprise Fund Class N | — | — | — | $458K | 2.4% | |
| Fidelity Management Trust Co Fidelity Small Cap Growth K6 | — | — | — | $425K | 2.2% | |
| Federated Hermes Short Term income Fund Class R6 | — | — | — | $377K | 2.0% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $360K | 1.9% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $342K | 1.8% | |
| Fidelity Management Trust Co Fidelity International Capital Appreciation K6 | — | — | — | $319K | 1.7% | |
| Ariston Funds Mid Cap Value IS Fund | — | — | — | $291K | 1.5% | |
| Fidelity Management Trust Co Small Cap Value Fund | — | — | — | $280K | 1.5% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $244K | 1.3% | |
| Cohen & Steers Realty Income Fund | — | — | — | $201K | 1.1% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $199K | 1.0% | |
| TCW MetWest Total Return Bd 1 | — | — | — | $189K | 1.0% | |
| Fidelity Management Trust Co U.S. Bond Index Fund | — | — | — | $124K | 0.6% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $89K | 0.5% | |
| Fidelity Management Trust Co Inflation-Protected Bond Index Fund | — | — | — | $78K | 0.4% | |
| Registered investment companies * Fidelity Management Trust Co International Index Fund | — | — | — | $47K | 0.2% | |
| PGIM Global Total Return Z | — | — | — | $46K | 0.2% | |
| Fidelity Management Trust Co Small Cap Index Fund | — | — | — | $37K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $23K | 0.1% | |
| Vanguard International Value | — | — | — | $3K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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