How big is Ushio America, Inc.'s plan?

Ushio America, Inc.'s plan reported $137.9M in assets and 496 participants for 2024.

Original filing (PDF)20251015075645NAL0005615392001

Ushio America, Inc.

Name: Ushio America, Inc. — Ushio America and Christie, Form 5500 (2024)
Creator: Ushio America, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ushio America and Christie Digital Savings and Retirement Plan

401(k) retirement plan · Ushio America, Inc.'s Ushio America and Christie Digital Savings and Retirement Plan held $137.9M in plan assets for 496 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Late participant contributions

Active participants

496

Accounts w/ balance

763

Plan assets (EOY)

$137.9M

Net assets (EOY)

$137.9M

People on this filing

Seth Larner signed Ushio America, Inc.'s 2024 Form 5500 as plan administrator.

Seth Larner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ushio America, Inc.'s EIN is 95-2485252.

EIN 95-2485252

Plan number 001

Plan year 2024

ACK ID 20251015075645NAL0005615392001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ushio America, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ushio America, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 34K (1% of contributions).

Plan sponsor

Name

USHIO AMERICA, INC.

EIN

all filings

Address

5440 CERRITOS AVENUE · CYPRESS, CA · 90630

Phone

(714) 236-8600

Industry

Manufacturing

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

US STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2K · 401(m) arrangement

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD GROUP INC.	23-1945930	—	TPA INVESTMENT	$50K	—
ASCENSUS/FUTURE PLAN	82-3719843	—	CONTACT ADMINISTRATOR	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC

Investments

31 direct securities· $136.7M(99% of reported assets)

Mutual Funds

$87.5M

20 holdings

Common Collective Trusts

$46.5M

8 holdings

Agency / Mortgage-Backed

$2.0M

1 holding

Other securities

$630K

2 holdings

					% of plan
Vanguard Institutional Index Fund Inst'l Shares Mutual funds	Common Collective Trusts	—	—	$14.8M	10.8%
Vanguard U.S. Growth Fund Admiral Shares Mutual funds	Mutual Funds	—	—	$13.7M	9.9%
Vanguard Target Retirement 2025 Fund Mutual funds	Mutual Funds	—	—	$10.0M	7.2%
Vanguard Capital Opportunity Fund Admiral Shares Mutual funds	Mutual Funds	—	—	$9.6M	7.0%
Vanguard Total Stock Market Index Fund: Inst'l Shr Mutual funds	Common Collective Trusts	—	—	$9.5M	6.9%
Vanguard Target Retirement 2030 Fund Mutual funds	Mutual Funds	—	—	$8.0M	5.8%
Vanguard Cash Reserves Federal MM Fund Admiral Sha Mutual funds	Mutual Funds	—	—	$7.9M	5.7%
Vanguard Target Retirement 2035 Fund Mutual funds	Mutual Funds	—	—	$6.6M	4.8%
Vanguard Total Bond Market Index Fund: Inst'l Shr Mutual funds	Common Collective Trusts	—	—	$5.9M	4.2%
Vanguard Target Retirement 2040 Fund Mutual funds	Mutual Funds	—	—	$5.6M	4.1%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual funds	Common Collective Trusts	—	—	$5.5M	4.0%
Vanguard Windsor II Fund Admiral Shares Mutual funds	Mutual Funds	—	—	$4.5M	3.3%
Vanguard Balanced Index Fund Admiral Shares Mutual funds	Common Collective Trusts	—	—	$4.4M	3.2%
Vanguard Target Retirement 2045 Fund Mutual funds	Mutual Funds	—	—	$4.1M	3.0%
Vanguard Explorer Fund Admiral Shares Mutual funds	Mutual Funds	—	—	$3.7M	2.7%
Vanguard Windsor Fund Admiral Shares Mutual funds	Mutual Funds	—	—	$3.6M	2.6%
Vanguard Small-Cap Value Index Fund Admiral Mutual funds	Common Collective Trusts	—	—	$3.2M	2.3%
Vanguard Total International Stock Index Fund Admi Mutual funds	Common Collective Trusts	—	—	$2.8M	2.0%
Vanguard Target Retirement 2020 Fund Mutual funds	Mutual Funds	—	—	$2.5M	1.8%
Vanguard Target Retirement 2050 Fund Mutual funds	Mutual Funds	—	—	$2.4M	1.8%
Vanguard Target Retirement Income Mutual funds	Mutual Funds	—	—	$2.1M	1.5%
Vanguard GNMA Fund Admiral Shares Mutual funds	Agency / Mortgage-Backed	—	—	$2.0M	1.5%
Vanguard Selected Value Fund Mutual funds	Mutual Funds	—	—	$1.8M	1.3%
Vanguard Target Retirement 2055 Fund Mutual funds	Mutual Funds	—	—	$737K	0.5%
John Hancock Investment Grade Bond Fund; Class R6 Mutual funds	Other securities	—	—	$533K	0.4%
Vanguard Total International Bond Index Fund Admir Mutual funds	Common Collective Trusts	—	—	$520K	0.4%
Vanguard Target Retirement 2060 Fund Mutual funds	Mutual Funds	—	—	$484K	0.4%
Vanguard Target Retirement 2065 Fund Mutual funds	Mutual Funds	—	—	$128K	<0.1%
Cohen & Steers Real Estate Securities Fund; Class Mutual funds	Other securities	—	—	$97K	<0.1%
PIMCO Income Fund; Institutional Class Mutual funds	Mutual Funds	—	—	$38K	<0.1%
Janus Henderson Enterprise Fund;Class N Mutual funds	Mutual Funds	—	—	$4K	<0.1%