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Original filing (PDF)20251015081705NAL0002095699001
KUKA SYSTEMS NORTH AMERICA LLC
Form 5500
FILING_RECEIVED
KUKA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,297
Accounts w/ balance
1,608
Plan assets (EOY)
$221.7M
Net assets (EOY)
$221.7M
How this plan invests
This plan
19 pooled trusts
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUKA SYSTEMS NORTH AMERICA LLC.
Plan sponsor
Name
KUKA SYSTEMS NORTH AMERICA LLC
EIN
38-1918885
Address
6600 CENTER DRIVE · STERLING HEIGHTS, MI · 48312
Phone
(586) 795-1103
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | CONSULTANT | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $277K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | 38-2492570 | — | OTHER SERVICES | $0 | — |
Investments
28 direct securities · 19 pooled funds· $220.9M(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
$128.0M
15 holdings
Uncategorized
$79.6M
27 holdings
Pooled Separate Account
$12.5M
4 holdings
Mutual Funds
$827K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Growth Index Admiral Fund | — | — | — | $25.6M | 11.6% | |
| T. ROWE PRICE RTM 2030 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $24.1M | 10.9% | |
| T. ROWE PRICE RTM 2025 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $23.5M | 10.6% | |
| T. ROWE PRICE RTM 2035 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $21.7M | 9.8% | |
| T. ROWE PRICE RTM 2020 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $18.9M | 8.5% | |
| Vanguard Group Vanguard 500 Index Admiral Fund | — | — | — | $13.1M | 5.9% | |
| T. ROWE PRICE RTM 2040 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.1M | 5.4% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $10.8M | 4.9% | |
| T. ROWE PRICE RTM 2045 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.9M | 4.0% | |
| T. ROWE PRICE RTM 2050 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.5M | 3.9% | |
| Principal Life Insurance Company Principal Guaranteed Option, at contract value | — | — | — | $7.6M | 3.4% | |
| T. ROWE PRICE RTM 2055 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.0% | |
| Lord Abbett Short Duration Income R5 Fund | — | — | — | $3.1M | 1.4% | |
| to 10.50% with various maturities | — | — | — | $3.1M | 1.4% | |
| Vanguard Group Vanguard Mid-Cap Growth Index Admiral Fund | — | — | — | $2.6M | 1.2% | |
| T. ROWE PRICE RTM 2015 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.1% | |
| PIMCO Investment Grade Credit Bond Institutional Fund | — | — | — | $2.1M | 1.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.1M | 0.9% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | — | — | — | $2.1M | 0.9% | |
| Vanguard Group Vanguard Equity-Income Adm Fund | — | — | — | $2.0M | 0.9% | |
| Vanguard Group Vanguard International Growth Admiral Fund | — | — | — | $1.8M | 0.8% | |
| Columbia Dividend Income I Fund | — | — | — | $1.8M | 0.8% | |
| MFS Investment Management MFS Mid-Cap Growth R3 Fund | — | — | — | $1.7M | 0.8% | |
| Vanguard Group Vanguard Short-Term Investment-Grade Admiral Fund | — | — | — | $1.6M | 0.7% | |
| T ROWE PRICE RTM 2060 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | — | — | — | $1.4M | 0.6% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral Fund | — | — | — | $1.3M | 0.6% | |
| Vanguard Group Vanguard Mid-Cap Value Index Admiral Fund | — | — | — | $1.3M | 0.6% | |
| T ROWE PRICE RTM 2065 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $958K | 0.4% | |
| Janus Henderson Janus Henderson Triton I Fund | — | — | — | $900K | 0.4% | |
| Allspring Special Mid Cap Value A Fund | Mutual Funds | — | — | $827K | 0.4% | |
| Vanguard Group Vanguard Explorer Admiral Fund | — | — | — | $786K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $714K | 0.3% | |
| American Funds American Funds New World R6 Fund | — | — | — | $651K | 0.3% | |
| Legg Mason ClearBridge International Growth FI Fund | — | — | — | $631K | 0.3% | |
| Vanguard Group Vanguard International Value Inv Fund | — | — | — | $620K | 0.3% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 Fund | — | — | — | $597K | 0.3% | |
| Western Asset Management Co. Western Asset Core Bond I Fund | — | — | — | $549K | 0.2% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $524K | 0.2% | |
| T. ROWE PRICE RTM 2005 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $469K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $435K | 0.2% | |
| T. ROWE PRICE RTM 2010 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $367K | 0.2% | |
| BlackRock Commodity Strategies Portfolio Institutional Fund | — | — | — | $303K | 0.1% | |
| MFS Investment Management MFS Research International R3 Fund | — | — | — | $187K | <0.1% | |
| T. ROWE PRICE RTMT BAL TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $72K | <0.1% | |
| (E) | — | — | — | $72K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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