Original filing (PDF)20251007113526NAL0002427395001

Mizuho Orthopedic Systems, Inc.

Name: Mizuho Orthopedic Systems, Inc. — Mizuho OSI 401(k), Form 5500 (2024)
Creator: Mizuho Orthopedic Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mizuho OSI 401(k) Savings Plan

401(k) retirement plan · Mizuho Orthopedic Systems, Inc.'s Mizuho OSI 401(k) Savings Plan held $78.0M in plan assets for 509 participants in 2024, with Empower as recordkeeper.

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIZUHO ORTHOPEDIC SYSTEMS, INC.

Plan sponsor

Name

MIZUHO ORTHOPEDIC SYSTEMS, INC

EIN

94-2405390all filings

Address

30031 AHERN AVE. · UNION CITY, CA · 94587

Phone

(510) 476-8104

Industry

Manufacturing

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$18K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO WEALTH BROKERAGE INS AG

Investments

36 direct securities· $78.0M(100% of reported assets)

Other securities

$38.7M

17 holdings

Common Collective Trusts

$27.5M

12 holdings

Mutual Funds

$6.0M

6 holdings

Stable Value

$5.8M

1 holding

					% of plan
T. Rowe Price Retirement 2030 Fund Advisor Class Mutual Fund	Other securities	—	—	$9.6M	12.3%
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$8.6M	11.1%
T. Rowe Price Retirement 2040 Fund Advisor Class Mutual Fund	Other securities	—	—	$7.3M	9.4%
SAGIC Core Bond Fund I Guaranteed Investment Contract, at contract value	Stable Value	—	—	$5.8M	7.5%
Vanguard Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.6M	5.9%
T. Rowe Price Retirement 2020 Fund Advisor Class Mutual Fund	Other securities	—	—	$3.2M	4.1%
T. Rowe Price Retirement 2025 Fund Advisor Class Mutual Fund	Other securities	—	—	$3.0M	3.9%
T. Rowe Price Retirement 2055 Fund Advisor Class Mutual Fund	Other securities	—	—	$3.0M	3.9%
Fidelity Advisor New Insights Fund Mutual Fund	Mutual Funds	—	—	$2.8M	3.6%
T. Rowe Price Retirement 2035 Fund Advisor Class Mutual Fund	Other securities	—	—	$2.8M	3.5%
T. Rowe Price Retirement 2045 Fund Advisor Class Mutual Fund	Other securities	—	—	$2.6M	3.4%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.4M	3.1%
Vanguard Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.4M	3.1%
T. Rowe Price Retirement 2050 Fund Advisor Class Mutual Fund	Other securities	—	—	$2.2M	2.8%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.1M	2.7%
Vanguard Mid Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.8M	2.4%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$1.7M	2.1%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	1.7%
Vanguard Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	1.7%
DoubleLine Total Return Bond Fund Mutual Fund	Other securities	—	—	$1.3M	1.6%
Northern International Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	1.5%
with various maturities through August 2053 0	Other securities	—	—	$1.2M	1.5%
T. Rowe Price Retirement 2010 Fund Advisor Class Mutual Fund	Other securities	—	—	$1.0M	1.3%
Vanguard Emerging Market Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$751K	1.0%
Vanguard Utilities Index Fund Mutual Fund	Common Collective Trusts	—	—	$689K	0.9%
Vanguard Explorer Fund Mutual Fund	Mutual Funds	—	—	$619K	0.8%
BlackRock Health Sciences Opportunities Fund Mutual Fund	Other securities	—	—	$611K	0.8%
Vanguard High-Yield Corporation Fund Mutual Fund	Mutual Funds	—	—	$345K	0.4%
T. Rowe Price Retirement Balanced Fund Advisor Class Mutual Fund	Other securities	—	—	$343K	0.4%
Davis Financial Fund Mutual Fund	Other securities	—	—	$331K	0.4%
Invesco Real Estate Fund Mutual Fund	Mutual Funds	—	—	$269K	0.3%
Vanguard Health Care Fund Mutual Fund	Mutual Funds	—	—	$269K	0.3%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$226K	0.3%
PGIM High-Yield Fund Mutual Fund	Other securities	—	—	$149K	0.2%
T. Rowe Price Retirement 2005 Fund Advisor Class Mutual Fund	Other securities	—	—	$40K	<0.1%
T. Rowe Price Retirement 2015 Fund Advisor Class Mutual Fund	Other securities	—	—	$26K	<0.1%