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Original filing (PDF)20250926125517NAL0013799122001
KINTETSU WORLD EXPRESS (U.S.A.), INC.
Form 5500
FILING_RECEIVED
KINTETSU WORLD EXPRESS (U.S.A.), INC. EMPLOYEES 401(K) PLAN
401(k) retirement plan
Active participants
941
Accounts w/ balance
1,104
Plan assets (EOY)
$166.0M
Net assets (EOY)
$166.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 KINTETSU WORLD EXPRESS (U.S.A.), INC..
Plan sponsor
Name
KINTETSU WORLD EXPRESS (U.S.A.), INC.
EIN
94-1693161
Address
ONE JERICHO PLAZA, SUITE 100 · JERICHO, NY · 11753
Phone
(516) 933-7100
Industry
Transportation & Warehousingsee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | — | KINGSTON, NH | AUDITOR | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | OTHER | $226K | — |
Investments
28 direct securities · 1 pooled fund· $164.1M(99% 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
$149.6M
28 holdings
Common Collective Trust
$14.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Large Cap Growth Fund " | — | — | — | $25.3M | 15.2% | |
| JPMorgan US Research Enhanced Equity Fund " | — | — | — | $18.8M | 11.3% | |
| Vanguard 500 Index Fund " | — | — | — | $18.3M | 11.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.5M | 8.8% | |
| Putnam Large Cap Value Fund " | — | — | — | $12.7M | 7.6% | |
| JPMorgan SmartRetirement 2030 Fund " | — | — | — | $9.7M | 5.8% | |
| JPMorgan SmartRetirement 2035 Fund " | — | — | — | $8.6M | 5.2% | |
| JPMorgan SmartRetirement 2040 Fund " | — | — | — | $5.9M | 3.6% | |
| John Hancock Income Fund " | — | — | — | $5.5M | 3.3% | |
| JPMorgan SmartRetirement 2050 Fund " | — | — | — | $5.5M | 3.3% | |
| MFS International Intrinsic Value Fund " | — | — | — | $5.4M | 3.3% | |
| JPMorgan SmartRetirement 2025 Fund " | — | — | — | $5.4M | 3.2% | |
| JPMorgan SmartRetirement 2045 Fund " | — | — | — | $3.7M | 2.2% | |
| Columbia Small Cap Index Fund " | — | — | — | $3.5M | 2.1% | |
| John Hancock Disciplined Value Mid Cap Fund " | — | — | — | $3.2M | 1.9% | |
| American Funds American Balanced Fund Mutual fund | — | — | — | $3.2M | 1.9% | |
| Principal Mid Cap Growth Fund " | — | — | — | $2.3M | 1.4% | |
| JPMorgan SmartRetirement 2055 Fund " | — | — | — | $1.8M | 1.1% | |
| JPMorgan SmartRetirement 2020 Fund " | — | — | — | $1.7M | 1.0% | |
| Hartford International Opportunities Fund " | — | — | — | $1.6M | 0.9% | |
| Empower Short Duration Bond Fund " | — | — | — | $1.3M | 0.8% | |
| Columbia Mid Cap Index Fund " | — | — | — | $1.3M | 0.8% | |
| Undiscovered Managers Behavioral Value Fund " | — | — | — | $1.2M | 0.7% | |
| Columbia Floating Rate Fund " | — | — | — | $1.1M | 0.6% | |
| JPMorgan SmartRetirement 2060 Fund " | — | — | — | $938K | 0.6% | |
| Columbia High Yield Bond Fund " | — | — | — | $866K | 0.5% | |
| JPMorgan SmartRetirement Income Fund " | — | — | — | $666K | 0.4% | |
| Invesco Emerging EQV Markets All Cap Fund " | — | — | — | $247K | 0.1% | |
| Clearbridge Small Cap Growth Fund " | — | — | — | $60K | <0.1% |