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Original filing (PDF)20251010095732NAL0007472721001
SHIMADZU PRECISION INSTRUMENTS, INC.
Form 5500
FILING_RECEIVED
SHIMADZU PRECISION INSTRUMENTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
186
Accounts w/ balance
167
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIMADZU PRECISION INSTRUMENTS, INC..
Plan sponsor
Name
SHIMADZU PRECISION INSTRUMENTS, INC.
EIN
95-3340364
Address
3645 N. LAKEWOOD · BLVD., · LONG BEACH, CA · 90808
Phone
(562) 420-6226
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER KAPLAN | 95-2036255 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
23 direct securities · 2 pooled funds· $28.2M(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
$27.0M
22 holdings
Common Collective Trust
$1.2M
2 holdings
Mutual Funds
$25K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Target Date 2025 Fund | — | — | — | $5.1M | 18.6% | |
| Target Date 2035 Fund | — | — | — | $4.0M | 14.7% | |
| Target Date 2030 Fund | — | — | — | $2.7M | 9.7% | |
| Target Date 2020 Fund | — | — | — | $2.3M | 8.5% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $2.2M | 8.1% | |
| Fidelity:* 500 Index Fund | — | — | — | $2.1M | 7.5% | |
| Target Date 2045 Fund | — | — | — | $1.7M | 6.3% | |
| Dodge & Cox Stock Fund | — | — | — | $1.4M | 5.3% | |
| Target Date 2040 Fund | — | — | — | $1.4M | 5.3% | |
| Similar Pary Description of Investment Fair Value Money Market Fund Fidelity* Treasury Money Market Fund 2 Common/Collective Trusts Invesco Stable Value Trust | — | — | — | $873K | 3.2% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $873K | 3.2% | |
| William Blair Small Mid Cap Growth Fund | — | — | — | $681K | 2.5% | |
| Target Date 2050 Fund | — | — | — | $677K | 2.5% | |
| Extended Market Index Fund | — | — | — | $498K | 1.8% | |
| with maturity dates through 2030 | — | — | — | $428K | 1.6% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $282K | 1.0% | |
| Hartford International Opportunities Fund | — | — | — | $229K | 0.8% | |
| Prudential Insurance Co. of America* Variable Annuity Contract | — | — | — | $200K | 0.7% | |
| Target Date 2055 Fund | — | — | — | $179K | 0.7% | |
| Target Date 2015 Fund | — | — | — | $136K | 0.5% | |
| Victory Integrity Small/Mid-Cap Value Fund | — | — | — | $72K | 0.3% | |
| State Street Aggregate Bond Index Fund | — | — | — | $46K | 0.2% | |
| Target Date 2060 Fund | — | — | — | $41K | 0.2% | |
| American Funds: Target Date 2010 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Principal Diversified Real Asset Fund | — | — | — | $2K | <0.1% |
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