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Original filing (PDF)20251013140151NAL0002119840001
JTEKT NORTH AMERICA CORPORATION
Form 5500
FILING_RECEIVED
JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
4,526
Accounts w/ balance
5,722
Plan assets (EOY)
$450.5M
Net assets (EOY)
$450.5M
How this plan invests
This plan
8 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JTEKT NORTH AMERICA CORPORATION.
Plan sponsor
Name
JTEKT NORTH AMERICA CORPORATION
EIN
57-0570962
Address
7 RESEARCH DRIVE · GREENVILLE, SC · 29607
Phone
(440) 835-1010
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
BAUKNIGHT, PIETRAS & STORMER P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $539K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | 81-3968784 | CLEVELAND, OH | INVESTMENT ADVISOR | $72K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUCO SECURITIES LLC | 22-1921421 | NEWARK, NJ | BROKER/ADVISER | $0 | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARTER SECREST & EMERY LLP | — | ROCHESTER, NY | ATTORNEY | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAUKNIGHT PIETRAS & STORMER PA | — | COLUMBIA, SC | OTHER | $18K | — |
Investments
11 direct securities · 8 pooled funds· $450.5M(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.
Pooled Separate Account
$204.4M
8 holdings
Uncategorized
$200.1M
10 holdings
Mutual Funds
$45.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment Contract * Empower Guaranteed Income Fund Investment contract -- | — | — | — | $80.9M | 18.0% | |
| LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | — | $58.9M | 13.1% | |
| Vanguard 500 Index Fund Admiral Class Mutual fund -- | Mutual Funds | — | — | $45.9M | 10.2% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $41.7M | 9.2% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $36.3M | 8.1% | |
| T Rowe Overseas Stock I Mutual fund -- | — | — | — | $33.6M | 7.5% | |
| Empower Total Return Bond Q Fund Mutual fund -- | — | — | — | $20.6M | 4.6% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $18.0M | 4.0% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $17.0M | 3.8% | |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $16.5M | 3.7% | |
| MFS Mid Capital Value Class R6 Mutual fund -- | — | — | — | $16.2M | 3.6% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $16.1M | 3.6% | |
| American Funds American Balanced R6 Mutual fund -- | — | — | — | $15.3M | 3.4% | |
| Vanguard Explorer Admiral Mutual fund -- | — | — | — | $12.4M | 2.8% | |
| Notes Receivable from Participants Varying maturity dates and interest rates ranging from 4.25% - 9.50% -- | — | — | — | $11.4M | 2.5% | |
| Vanguard Mid Cap Index Fund Mutual fund -- | — | — | — | $4.7M | 1.0% | |
| Vanguard Small Cap Index Fund Mutual fund -- | — | — | — | $4.2M | 0.9% | |
| DFA Emerging Markets Core Equity Portfolio Mutual fund -- | — | — | — | $856K | 0.2% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% |