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Original filing (PDF)20251007113526NAL0002427395001
MIZUHO ORTHOPEDIC SYSTEMS, INC
Form 5500
FILING_RECEIVED
MIZUHO OSI 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
509
Accounts w/ balance
600
Plan assets (EOY)
$78.0M
Net assets (EOY)
$78.0M
How this plan invests
This plan
36 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 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIZUHO ORTHOPEDIC SYSTEMS, INC.
Plan sponsor
Name
MIZUHO ORTHOPEDIC SYSTEMS, INC
EIN
94-2405390
Address
30031 AHERN AVE. · UNION CITY, CA · 94587
Phone
(510) 476-8104
Industry
Manufacturingsee 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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO WEALTH BROKERAGE INS AG | — | MISSOULA, MT | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
36 direct securities· $78.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund Advisor Class Mutual Fund | — | — | — | $9.6M | 12.3% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $8.6M | 11.1% | |
| T. Rowe Price Retirement 2040 Fund Advisor Class Mutual Fund | — | — | — | $7.3M | 9.4% | |
| SAGIC Core Bond Fund I Guaranteed Investment Contract, at contract value | — | — | — | $5.8M | 7.5% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $4.6M | 5.9% | |
| T. Rowe Price Retirement 2020 Fund Advisor Class Mutual Fund | — | — | — | $3.2M | 4.1% | |
| T. Rowe Price Retirement 2025 Fund Advisor Class Mutual Fund | — | — | — | $3.0M | 3.9% | |
| T. Rowe Price Retirement 2055 Fund Advisor Class Mutual Fund | — | — | — | $3.0M | 3.9% | |
| Fidelity Advisor New Insights Fund Mutual Fund | — | — | — | $2.8M | 3.6% | |
| T. Rowe Price Retirement 2035 Fund Advisor Class Mutual Fund | — | — | — | $2.8M | 3.5% | |
| T. Rowe Price Retirement 2045 Fund Advisor Class Mutual Fund | — | — | — | $2.6M | 3.4% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $2.4M | 3.1% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $2.4M | 3.1% | |
| T. Rowe Price Retirement 2050 Fund Advisor Class Mutual Fund | — | — | — | $2.2M | 2.8% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $2.1M | 2.7% | |
| Vanguard Mid Cap Value Index Fund Mutual Fund | — | — | — | $1.8M | 2.4% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $1.7M | 2.1% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $1.3M | 1.7% | |
| Vanguard Mid Cap Growth Index Fund Mutual Fund | — | — | — | $1.3M | 1.7% | |
| DoubleLine Total Return Bond Fund Mutual Fund | — | — | — | $1.3M | 1.6% | |
| Northern International Equity Index Fund Mutual Fund | — | — | — | $1.2M | 1.5% | |
| with various maturities through August 2053 0 | — | — | — | $1.2M | 1.5% | |
| T. Rowe Price Retirement 2010 Fund Advisor Class Mutual Fund | — | — | — | $1.0M | 1.3% | |
| Vanguard Emerging Market Stock Index Fund Mutual Fund | — | — | — | $751K | 1.0% | |
| Vanguard Utilities Index Fund Mutual Fund | — | — | — | $689K | 0.9% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $619K | 0.8% | |
| BlackRock Health Sciences Opportunities Fund Mutual Fund | — | — | — | $611K | 0.8% | |
| Vanguard High-Yield Corporation Fund Mutual Fund | — | — | — | $345K | 0.4% | |
| T. Rowe Price Retirement Balanced Fund Advisor Class Mutual Fund | — | — | — | $343K | 0.4% | |
| Davis Financial Fund Mutual Fund | — | — | — | $331K | 0.4% | |
| Invesco Real Estate Fund Mutual Fund | — | — | — | $269K | 0.3% | |
| Vanguard Health Care Fund Mutual Fund | — | — | — | $269K | 0.3% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $226K | 0.3% | |
| PGIM High-Yield Fund Mutual Fund | — | — | — | $149K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund Advisor Class Mutual Fund | — | — | — | $40K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund Advisor Class Mutual Fund | — | — | — | $26K | <0.1% |