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Original filing (PDF)20251014142612NAL0003013201001
FANUC AMERICA CORPORATION
Form 5500
FILING_RECEIVED
FANUC ROBOTICS AMERICA RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
277
Accounts w/ balance
—
Plan assets (EOY)
$284.8M
Net assets (EOY)
$284.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "The following listing of assets held is incorporated herein by reference. *PIMCO Separately Managed Account, pages 1-3 U.S. Treasury obligations" is 100% of plan.
- 20 bps in Schedule C fees — 103% 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 FANUC AMERICA CORPORATION.
Plan sponsor
Name
FANUC AMERICA CORPORATION
EIN
38-3067354
Address
3900 W. HAMLIN ROAD · ROCHESTER HILLS, MI · 483093253
Phone
(248) 377-7403
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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WILLIAM VAUGHAN COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 23-1159360 | — | ACTUARY CONSULTANT | $45K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MGT TRUST CO | 04-2723880 | — | INV MGMT/TRUSTEE /ADMIN | $170K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 06-1349805 | — | INV MANAGEMNT | $355K | — |
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | ADMIN | $8K | — |
Investments
2 direct securities· $269.4M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The following listing of assets held is incorporated herein by reference. *PIMCO Separately Managed Account, pages 1-3 U.S. Treasury obligations | — | — | $321.5M | $268.5M | 94.3% | |
| Money Market Mutual Fund *Fidelity Investments Money Market Government Portfolio - Class I at 4.38% interest | — | — | $874K | $874K | 0.3% |