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Original filing (PDF)20251013122533NAL0000591315001
YUASA BATTERY, INC.
Form 5500
FILING_RECEIVED
YUASA BATTERY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
257
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YUASA BATTERY, INC..
Plan sponsor
Name
YUASA BATTERY, INC.
EIN
51-0402945
Address
2901 MONTROSE AVENUE · LAURELDALE, PA · 19605
Phone
(610) 921-5221
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Investments
17 direct securities · 2 pooled funds· $16.9M(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.
Uncategorized
$12.8M
17 holdings
Common Collective Trust
$4.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.7M | 21.7% | |
| MainStay Investments MainStay Large Cap Growth R1 | — | — | — | $3.0M | 17.7% | |
| PGIM Investments LLC PGIM Total Return Bond Z | — | — | — | $1.8M | 10.5% | |
| Empower Mod Aggr Profile Fund Inv | — | — | — | $1.3M | 7.6% | |
| Empower Aggressive Profile Fund Inv | — | — | — | $1.0M | 6.1% | |
| Empower Moderate Profile Fund Inv | — | — | — | $871K | 5.2% | |
| Putnam Investments Putnam Large Cap Value Y | — | — | — | $840K | 5.0% | |
| American Funds American Funds EuroPacific Growth R4 | — | — | — | $777K | 4.6% | |
| Empower Mod Cons Profile Fund Inv | — | — | — | $570K | 3.4% | |
| John Hancock Investments JHancock Disciplined Value Mid Cap I | — | — | — | $497K | 2.9% | |
| Massachusetts Financial Services MFS Mid Cap Core Growth R4 | — | — | — | $487K | 2.9% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $469K | 2.8% | |
| PUTNAM S AND P 500 INDEX FUND CLASS PUTNAM INVESTMENTS · EIN 04-2884233 / PN 201 | Common Collective Trust | — | — | $433K | 2.6% | |
| Putnam Investments Putnam Small Cap Growth R6 | — | — | — | $416K | 2.5% | |
| Empower Conservative Profile Fund Inv | — | — | — | $330K | 2.0% | |
| Registered Investment Companies American Century Investments American Century Small Cap Value Inst | — | — | — | $267K | 1.6% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $112K | 0.7% | |
| Fidelity Investments Fidelity International Index | — | — | — | $51K | 0.3% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $12K | <0.1% |