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Original filing (PDF)20251015151048NAL0009961010001
TAKUMI STAMPING, INC.
Form 5500
FILING_RECEIVED
TAKUMI STAMPING 401(K) PLAN
401(k) retirement plan
Signals · 1
~101 bps in Sched C fees
Active participants
450
Accounts w/ balance
771
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
23 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
- 101 bps in Schedule C fees — 247% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAKUMI STAMPING, INC..
Plan sponsor
Name
TAKUMI STAMPING, INC.
EIN
75-3178507
Address
8585 SEWARD ROAD · FAIRFIELD, OH · 45011
Phone
(513) 642-0081
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | — | KNOXVILLE, TN | CONTRACT ADMIN | $43K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $35K | — |
Investments
23 direct securities· $12.8M(100% of reported assets)
Uncategorized
$12.0M
21 holdings
Insurance Contracts
$445K
1 holding
Mutual Funds
$379K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund - Class A | — | — | — | $1.9M | 14.9% | |
| Fidelity Advisor Freedom 2030 Fund - Class A | — | — | — | $1.3M | 10.1% | |
| Fidelity Advisor Freedom 2045 Fund - Class A | — | — | — | $1.1M | 8.7% | |
| Fidelity Advisor Freedom 2050 Fund - Class A | — | — | — | $1.1M | 8.7% | |
| Fidelity Advisor Freedom 2040 Fund - Class A | — | — | — | $1.1M | 8.4% | |
| Fidelity Advisor Freedom 2060 Fund - Class A | — | — | — | $1.0M | 8.1% | |
| Fidelity Advisor Freedom Income Fund - Class A ** 10 Fidelity Advisor Freedom 2025 Fund - Class A | — | — | — | $931K | 7.3% | |
| Fidelity Advisor Freedom 2055 Fund - Class A | — | — | — | $636K | 5.0% | |
| MFS Blended Research Core Equity A Fund | — | — | — | $616K | 4.9% | |
| Participant Loans (Notes Receivable from Participants) 4.25 % - 9.50% | — | — | — | $597K | 4.7% | |
| Management Co PIMCO Income A Fund ** Vanguard Total Bond Market Index Fund ADM ** 368 Vanguard Total Intl Stock Index Fund ADM ** 725 Vanguard 500 Index Fund ADM | — | — | — | $469K | 3.7% | |
| Contracts Standard Insurance Company Apex Guaranteed Fixed Interest | Insurance Contracts | — | — | $445K | 3.5% | |
| Alliance Berstein AB Large Cap Growth A Fund | Mutual Funds | — | — | $379K | 3.0% | |
| Fidelity Advisor Freedom 2020 Fund - Class A | — | — | — | $270K | 2.1% | |
| John Hancock John Hancock Disciplined Value R2 Fund | — | — | — | $206K | 1.6% | |
| Fidelity Advisor Investment Grade Bond Fund - Class A | — | — | — | $200K | 1.6% | |
| Fidelity Advisor Freedom 2015 Fund - Class A | — | — | — | $199K | 1.6% | |
| Money Market Fund Pioneer US Government Money Market Fund | — | — | — | $122K | 1.0% | |
| Year Late to Plan Corrected VFCP in VFCP PTE 2002-51 2023 102,497 $ - $ | — | — | — | $102K | 0.8% | |
| Fidelity Advisor Value Strategies Fund - Class A ** 387 Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps A Fund | — | — | — | $96K | 0.8% | |
| Fidelity Advisor Emerging Markets Fund - Class A | — | — | — | $38K | 0.3% | |
| Fidelity Advisor Freedom 2065 Fund - Class A | — | — | — | $8K | <0.1% | |
| Fidelity Advisor Freedom 2010 A | — | — | — | $6K | <0.1% |