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Original filing (PDF)20250917103914NAL0000192899001
JTEKT COLUMN SYSTEMS NORTH AMERICA CORPORATION
Form 5500
FILING_RECEIVED
JTEKT COLUMN SYSTEMS NORTH AMERICA CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
363
Accounts w/ balance
438
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — 155% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JTEKT COLUMN SYSTEMS NORTH AMERICA CORPORATION.
Plan sponsor
Name
JTEKT COLUMN SYSTEMS NORTH AMERICA CORPORATION
EIN
38-2901695
Address
300 ALBERS ROAD · BRONSON, MI · 49028
Phone
(517) 369-2315
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
2025-09-17
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
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $86K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | — | ANN ARBOR, MI | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
33 direct securities· $13.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund | — | — | — | $2.8M | 21.2% | |
| American Funds 2035 Target Date Fund | — | — | — | $1.8M | 14.0% | |
| American Funds 2040 Target Date Fund | — | — | — | $1.7M | 13.1% | |
| American Funds 2045 Target Date Fund | — | — | — | $1.3M | 9.8% | |
| American Funds 2025 Target Date Fund | — | — | — | $1.1M | 8.4% | |
| American Funds 2060 Target Date Fund | — | — | — | $699K | 5.4% | |
| Empower Unallocated investment contract - Key Guaranteed Portfolio Fund | — | — | — | $624K | 4.8% | |
| American Funds 2050 Target Date Fund | — | — | — | $620K | 4.8% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $439K | 3.4% | |
| American Funds 2055 Target Date Fund | — | — | — | $383K | 3.0% | |
| BlackRock S & P 500 Index K | — | — | — | $241K | 1.9% | |
| Empower American Funds 2020 Target Date Fund | — | — | — | $235K | 1.8% | |
| American Funds Europacific Gr R6 | — | — | — | $132K | 1.0% | |
| Western Asset Core Plus Bond Is | — | — | — | $121K | 0.9% | |
| Vanguard Equity-Income Adm | — | — | — | $109K | 0.8% | |
| American Funds New World Fund R6 | — | — | — | $109K | 0.8% | |
| Metropolitan West Total Return Bond Plan | — | — | — | $88K | 0.7% | |
| Great-West Securefoundation Bal Inst | — | — | — | $84K | 0.6% | |
| Victory Sycamore Established Value R6 | — | — | — | $76K | 0.6% | |
| BlackRock Midcap Index K | — | — | — | $59K | 0.5% | |
| Putnam Dynamic Asset Allocation Growth R6 | — | — | — | $52K | 0.4% | |
| TIAA-CREF Large-Cap Growth Inst | — | — | — | $52K | 0.4% | |
| Great-West Mfs International Value Inst | — | — | — | $42K | 0.3% | |
| BlackRock Small Cap Index K | — | — | — | $40K | 0.3% | |
| Putnam Dynamic Asset Allocation Bal R6 | — | — | — | $30K | 0.2% | |
| DFA US Targeted Value I | — | — | — | $25K | 0.2% | |
| American Funds Amcap R6 | — | — | — | $24K | 0.2% | |
| Great-West T. Rowe Price Mid Cap Gr Inst | — | — | — | $19K | 0.1% | |
| Janus Triton N | — | — | — | $15K | 0.1% | |
| PIMCO Stocksplus Absolute Return Instl | — | — | — | $15K | 0.1% | |
| PIMCO Foreign Bond (Usd-Hedged) I | — | — | — | $7K | <0.1% | |
| DFA US Large Cap Value I | — | — | — | $3K | <0.1% | |
| Putnam Dynamic Asset Allocation Con R6 | — | — | — | $2K | <0.1% |