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Original filing (PDF)20250731132629NAL0003099459001
MARUHO HATSUJYO INNOVATIONS, INC.
Form 5500
FILING_RECEIVED
MARUHO HATSUJYO INNOVATIONS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~180 bps in Sched C fees
Active participants
93
Accounts w/ balance
105
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
- 180 bps in Schedule C fees — 246% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARUHO HATSUJYO INNOVATIONS, INC..
Plan sponsor
Name
MARUHO HATSUJYO INNOVATIONS, INC.
EIN
47-1105219
Address
3005 CHASTAIN MEADOWS PKKWY · SUITE 300 · MARIETTA, GA · 30066
Phone
(888) 404-3980
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
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALEXANDER ARONSON FINNING & CO PC | — | WESTBOROUGH, MA | N/A | $17K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | N/A | $15K | — |
| PASI, LLC | — | FARMINGTON, CT | N/A | $9K | — |
| MORGAN STANLEY | — | NEW YORK, NY | N/A | $8K | — |
Investments
25 direct securities · 1 pooled fund· $2.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.6M
25 holdings
Common Collective Trust
$84K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Parties-In Identity of Issue, Borrower, Rate of Interest, Collateral, Fair Interest Lessor or Similar Party Par or Maturity Value Cost Value Vanguard 500 Index Fund - Admiral Mutual Fund | — | — | — | $490K | 18.1% | |
| American Funds 2035 Target Date Fund R6 Mutual Fund | — | — | — | $231K | 8.5% | |
| American Funds 2055 Target Date Fund R6 Mutual Fund | — | — | — | $228K | 8.4% | |
| American Funds 2045 Target Date Fund R6 Mutual Fund | — | — | — | $216K | 8.0% | |
| American Funds 2050 Target Date Fund R6 Mutual Fund | — | — | — | $171K | 6.3% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $145K | 5.3% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $144K | 5.3% | |
| American Funds 2025 Target Date Fund R6 Mutual Fund | — | — | — | $132K | 4.9% | |
| American Funds 2060 Target Date Fund R6 Mutual Fund | — | — | — | $125K | 4.6% | |
| American Funds 2065 Target Date Fund R6 Mutual Fund | — | — | — | $84K | 3.1% | |
| American Funds EuroPacific GR R6 Mutual Fund | — | — | — | $84K | 3.1% | |
| RELIANCE METLIFE SERIES 25053 CI 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $84K | 3.1% | |
| American Funds 2020 Target Date Fund R6 Mutual Fund | — | — | — | $83K | 3.1% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | — | — | — | $79K | 2.9% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $72K | 2.7% | |
| American Funds 2040 Target Date Fund R6 Mutual Fund | — | — | — | $60K | 2.2% | |
| American Funds 2030 Target Date Fund R6 Mutual Fund | — | — | — | $60K | 2.2% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $51K | 1.9% | |
| BlackRock Mid-Cap Growth Equity Instl Mutual Fund | — | — | — | $46K | 1.7% | |
| American Funds New World R6 Mutual Fund | — | — | — | $42K | 1.5% | |
| maturing through June 2029 - | — | — | — | $32K | 1.2% | |
| AB Small Cap Growth Z Mutual Fund | — | — | — | $18K | 0.7% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $15K | 0.5% | |
| PGIM High Yield Z Mutual Fund | — | — | — | $10K | 0.4% | |
| First Eagle Overseas R6 Mutual Fund | — | — | — | $8K | 0.3% | |
| TCW MetWest Total Return Bond I Mutual Fund | — | — | — | $5K | 0.2% |