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Original filing (PDF)20251010110425NAL0004529747010
KYOCERA INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
KYOCERA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,012
Accounts w/ balance
1,652
Plan assets (EOY)
$273.9M
Net assets (EOY)
$273.9M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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 (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KYOCERA INTERNATIONAL, INC..
Plan sponsor
Name
KYOCERA INTERNATIONAL, INC.
EIN
94-1695243
Address
8611 BALBOA AVE · SAN DIEGO, CA · 92123
Phone
(858) 576-2736
Industry
Management of Companies / Holdingssee 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
2025-10-10
Pension benefit codes
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
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $51K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | AUDITOR | $20K | — |
Investments
43 direct securities · 1 pooled fund· $432.2M(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
$405.3M
43 holdings
Common Collective Trust
$26.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Large Cap Growth Fund | — | — | — | $40.1M | 14.6% | |
| Fidelity 500 Index | — | — | — | $35.8M | 13.1% | |
| JPMorgan Lg Cap Gr R6 | — | — | — | $35.7M | 13.0% | |
| Invesco Stable Value Fund | — | — | — | $29.7M | 10.9% | |
| INVESCO STABLE VALUE FUND INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $26.9M | 9.8% | |
| BlackRock Equity Dividend Fund | — | — | — | $18.4M | 6.7% | |
| Allspring Core Bond Plus Fund | — | — | — | $17.5M | 6.4% | |
| Transamerica Ret Solutions Corp Kyocera Long Term Gr Portfolio | — | — | — | $16.3M | 5.9% | |
| MFS International Diversification Fund | — | — | — | $15.0M | 5.5% | |
| Vanguard Growth & Income Fund | — | — | — | $14.4M | 5.3% | |
| Blackrock Eq Dividend I | — | — | — | $13.1M | 4.8% | |
| Vanguard Gr & Inc Adm | — | — | — | $12.2M | 4.5% | |
| Vanguard Target Retirement 2030 | — | — | — | $11.8M | 4.3% | |
| MFS Intl Diversification R3 | — | — | — | $11.3M | 4.1% | |
| Transamerica Ret Solutions Corp Kyocera Gr and Inc Portfolio | — | — | — | $10.7M | 3.9% | |
| Allspring Core Plus Bd Instl | — | — | — | $8.8M | 3.2% | |
| Mass Mutual MassMutual Mid Cap Growth Fund | — | — | — | $8.3M | 3.0% | |
| Allspring Special Mid Cap Growth Fund | — | — | — | $8.2M | 3.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $8.1M | 3.0% | |
| Putnam Small Cap Growth Fund | — | — | — | $8.0M | 2.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $7.4M | 2.7% | |
| Vanguard Mid Cap Index Fund | — | — | — | $7.1M | 2.6% | |
| MassMutual MassMtl Mid Cap Gr R5 | — | — | — | $6.7M | 2.5% | |
| Vanguard Target Retirement 2025 | — | — | — | $6.2M | 2.3% | |
| Allspring Mid Cap Val I | — | — | — | $6.0M | 2.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $5.9M | 2.2% | |
| Allspring Special Small Cap Value Fund | — | — | — | $5.3M | 1.9% | |
| Transamerica Ret Solutions Corp Kyocera Current Inc Portfolio | — | — | — | $3.9M | 1.4% | |
| Transamerica Ret Solutions Corp Kyocera Prsvn of Capital Portfolio | — | — | — | $3.7M | 1.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.3M | 1.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $3.1M | 1.1% | |
| Allspring Spec SmCp Val I | — | — | — | $3.0M | 1.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 7.25% | — | — | — | $2.9M | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $2.7M | 1.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.5M | 0.9% | |
| Vanguard Total International Stock Index Adm | — | — | — | $2.5M | 0.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $2.5M | 0.9% | |
| BlackRock High Yield Bond Fund | — | — | — | $1.7M | 0.6% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.6M | 0.6% | |
| Brown Capital Management Small Company Fund | — | — | — | $1.6M | 0.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.1M | 0.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $1.0M | 0.4% | |
| State Street State Street Bank Interest Bearing Cash | — | — | — | $93K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $24K | <0.1% |