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Original filing (PDF)20251008152604NAL0003112547001
KIKKOMAN SALES USA, INC.
Form 5500
FILING_RECEIVED
KIKKOMAN SALES USA, INC. 401(K) SAV PLUS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
106
Accounts w/ balance
140
Plan assets (EOY)
$35.1M
Net assets (EOY)
$35.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIKKOMAN SALES USA, INC..
Plan sponsor
Name
KIKKOMAN SALES USA, INC.
EIN
94-1386518
Address
50 CALIFORNIA STREET · SUITE 600 · SAN FRANCISCO, CA · 94111
Phone
(415) 229-3681
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CDH CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Investments
36 direct securities · 1 pooled fund· $34.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$31.7M
36 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $8.6M | 24.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $4.7M | 13.4% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $2.9M | 8.3% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $2.1M | 6.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 4.0% | |
| Invesco Diversified Dividend R5 Invesco 0 | — | — | — | $1.3M | 3.8% | |
| Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $1.3M | 3.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.2M | 3.4% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $1.0M | 2.9% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $1.0M | 2.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $913K | 2.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $864K | 2.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $793K | 2.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $675K | 1.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $515K | 1.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $508K | 1.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $450K | 1.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $405K | 1.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $386K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $364K | 1.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $351K | 1.0% | |
| Vanguard GNMA Adm Vanguard 0 | — | — | — | $305K | 0.9% | |
| Vanguard Materials Index Adm Vanguard 0 | — | — | — | $304K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $290K | 0.8% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $244K | 0.7% | |
| AB High Income Adv Alliance Bernstein 0 | — | — | — | $238K | 0.7% | |
| American Eupac R6 American Eupac 0 | — | — | — | $234K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $206K | 0.6% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $167K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $157K | 0.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $137K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $135K | 0.4% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $126K | 0.4% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $94K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $92K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $68K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $8K | <0.1% |