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Original filing (PDF)20250917112017NAL0000959778001
HIROSE ELECTRIC (U.S.A.), INC.
Form 5500
FILING_RECEIVED
HIROSE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
94
Accounts w/ balance
136
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIROSE ELECTRIC (U.S.A.), INC..
Plan sponsor
Name
HIROSE ELECTRIC (U.S.A.), INC.
EIN
95-3552990
Address
2001 BUTTERFIELD ROAD · SUITE 1900 · DOWNERS GROVE, IL · 60515
Phone
(630) 282-6713
Industry
Manufacturingsee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS360 | — | STRATHAM, NH | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $490 | — |
Investments
22 direct securities · 1 pooled fund· $11.6M(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
$11.1M
22 holdings
Common Collective Trust
$441K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund | — | — | — | $2.3M | 19.4% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $1.5M | 13.0% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $1.4M | 12.0% | |
| Fidelity 500 Index Fund | — | — | — | $1.3M | 11.7% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $638K | 5.5% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $616K | 5.3% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $441K | 3.8% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $416K | 3.6% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $415K | 3.6% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $397K | 3.4% | |
| EI Fixed Account | — | — | — | $365K | 3.2% | |
| Putnam Large Cap Value Fund | — | — | — | $294K | 2.5% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $281K | 2.4% | |
| Fidelity Freedom Index Income Fund | — | — | — | $267K | 2.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $253K | 2.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $228K | 2.0% | |
| Fidelity Total International Index Fund | — | — | — | $123K | 1.1% | |
| BlackRock High Yield Bond Fund | — | — | — | $101K | 0.9% | |
| Participant Loans | — | — | — | $82K | 0.7% | |
| Fidelity US Bond Index Fund | — | — | — | $68K | 0.6% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $50K | 0.4% | |
| MFS International Diversification Fund | — | — | — | $30K | 0.3% | |
| JPMorgan Core Bond Fund | — | — | — | $20K | 0.2% |