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Original filing (PDF)20251009150533NAL0006779073001
AMADA NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
AMADA NORTH AMERICA GROUP PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
927
Accounts w/ balance
1,085
Plan assets (EOY)
$151.8M
Net assets (EOY)
$151.8M
How this plan invests
This plan
1 pooled trust
Schedule D
12 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMADA NORTH AMERICA, INC..
Plan sponsor
Name
AMADA NORTH AMERICA, INC.
EIN
91-0862945
Address
7025 FIRESTONE BLVD · BUENA PARK, CA · 90621
Phone
(714) 739-2111
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
2025-10-09
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
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP INC | 20-0361079 | PORTLAND, OR | INVESTMENT ADVISOR | $26K | — |
Investments
11 direct securities · 1 pooled fund· $151.8M(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
$119.4M
10 holdings
Mutual Funds
$31.0M
1 holding
Pooled Separate Account
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contra Fund | Mutual Funds | — | — | $31.0M | 20.4% | |
| Vanguard 500 Index Fund | — | — | — | $18.3M | 12.1% | |
| Unallocated Insurance Contract Guaranteed Income Fund | — | — | — | $18.1M | 11.9% | |
| American Balanced Fund | — | — | — | $16.6M | 11.0% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $14.8M | 9.8% | |
| American Funds: EuroPacific Growth Fund | — | — | — | $13.7M | 9.0% | |
| Victory Sycamore Established Value Fund | — | — | — | $11.6M | 7.7% | |
| MFS Value Fund | — | — | — | $9.8M | 6.5% | |
| Pioneer Bond Fund | — | — | — | $8.6M | 5.7% | |
| Dimensional Fund Advisors Small Cap Value Fund | — | — | — | $5.8M | 3.8% | |
| maturing through July 2039 | — | — | — | $1.9M | 1.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.4M | 0.9% |