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Original filing (PDF)20250903114220NAL0015335041001
CAPCOM U.S.A. INC.
Form 5500
FILING_RECEIVED
CAPCOM RETIREMENT INVESTMENT SAVINGS PLAN (CRISP)
401(k) retirement plan
Active participants
87
Accounts w/ balance
153
Plan assets (EOY)
$26.0M
Net assets (EOY)
$26.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPCOM U.S.A. INC..
Plan sponsor
Name
CAPCOM U.S.A. INC.
EIN
77-0077767
Address
185 BERRY ST · STE 4800 · SAN FRANCISCO, CA · 94107
Phone
(650) 350-6500
Industry
Wholesale Tradesee 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
2025-09-03
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHANSON & YAU
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $269 | — |
Investments
32 direct securities · 1 pooled fund· $26.0M(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
$24.7M
32 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Contrafund Mutual fund n/a | — | — | — | $3.4M | 13.0% | |
| FID Growth Company Mutual fund n/a | — | — | — | $3.1M | 12.0% | |
| FID Freedom 2040 K Mutual fund n/a | — | — | — | $2.8M | 10.8% | |
| FID 500 Index Mutual fund n/a | — | — | — | $2.4M | 9.0% | |
| FID Balanced Mutual fund n/a | — | — | — | $1.8M | 7.0% | |
| FID Freedom 2035 K Mutual fund n/a | — | — | — | $1.8M | 7.0% | |
| FID Freedom 2050 K Mutual fund n/a | — | — | — | $1.6M | 6.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.9% | |
| FID Freedom 2045 K Mutual fund n/a | — | — | — | $825K | 3.2% | |
| Victory S Estb Value I Mutual fund n/a | — | — | — | $809K | 3.1% | |
| FID Total Bond Mutual fund n/a | — | — | — | $762K | 2.9% | |
| FID Diversified Intl Mutual fund n/a | — | — | — | $662K | 2.5% | |
| PIF Divrds Inc IS Mutual fund n/a | — | — | — | $558K | 2.1% | |
| FID Freedom 2055 K Mutual fund n/a | — | — | — | $549K | 2.1% | |
| JPM Equity Income A Mutual fund n/a | — | — | — | $525K | 2.0% | |
| FID Low Priced Stk Mutual fund n/a | — | — | — | $503K | 1.9% | |
| FID Extd Mkt Idx Mutual fund n/a | — | — | — | $493K | 1.9% | |
| MFS MA Inv Trust R6 Mutual fund n/a | — | — | — | $475K | 1.8% | |
| FID Freedom 2060 K Mutual fund n/a | — | — | — | $321K | 1.2% | |
| FID Freedom 2025 K Mutual fund n/a | — | — | — | $239K | 0.9% | |
| FID Freedom 2030 K Mutual fund n/a | — | — | — | $233K | 0.9% | |
| FID Small Cap Value Mutual fund n/a | — | — | — | $196K | 0.8% | |
| FID Freedom 2020 K Mutual fund n/a | — | — | — | $150K | 0.6% | |
| FID Sm Cap Index Mutual fund n/a | — | — | — | $141K | 0.5% | |
| FID Freedom Inc K Mutual fund n/a | — | — | — | $107K | 0.4% | |
| CRLN E Sm Cap GR R6 Mutual fund n/a | — | — | — | $102K | 0.4% | |
| COL Acorn Intl I3 Mutual fund n/a | — | — | — | $100K | 0.4% | |
| FID Freedom 2065 K Mutual fund n/a | — | — | — | $54K | 0.2% | |
| PNR Sel Md Cap Gr K Mutual fund n/a | — | — | — | $30K | 0.1% | |
| Notes receivable from participants 3 loans - 4.25% to 9.50% n/a | — | — | — | $23K | <0.1% | |
| PIF Diversified Real Ast I Mutual fund n/a | — | — | — | $6K | <0.1% | |
| FID Freedom 2010 K Mutual fund n/a | — | — | — | $3K | <0.1% | |
| FID Freedom 2015 K Mutual fund n/a | — | — | — | $3K | <0.1% |
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