Original filing (PDF)20251008181529NAL0009883136001

SUMITOMO RUBBER NORTH AMERICA

Name: SUMITOMO RUBBER NORTH AMERICA — FALKEN TIRE CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: SUMITOMO RUBBER NORTH AMERICA

Form 5500

FILING_RECEIVED

FALKEN TIRE CORPORATION 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

370

Accounts w/ balance

505

Plan assets (EOY)

$47.5M

Net assets (EOY)

$47.5M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMITOMO RUBBER NORTH AMERICA.

Plan sponsor

Name

SUMITOMO RUBBER NORTH AMERICA

EIN

95-4204189

Address

8656 HAVEN AVENUE · RANCHO CUCAMONGA, CA · 91730

Phone

(909) 466-1116

Industry

Retail 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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$13K	—
MORNINGSTAR INVESTMENT MANAGEMENT	36-4317381	—	SERVICE PROVIDER	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

31 direct securities · 1 pooled fund· $46.5M(98% 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.

Other securities

$44.7M

29 holdings

Common Collective Trust

$990K

1 holding

Bonds / Notes

$700K

1 holding

Common Stock

$97K

1 holding

					% of plan
Fidelity 500 Index Fund In Pr Registered Investment Company	Other securities	—	—	$7.3M	15.5%
American Funds Am Balanced R6 Registered Investment Company	Other securities	—	—	$5.1M	10.8%
Voya Fixed Account (4062) Insurance Company General Account	Other securities	—	—	$4.7M	9.9%
American Funds 2040 T Date R6 Registered Investment Company	Other securities	—	—	$2.9M	6.2%
American Funds 2045 T Date R6 Registered Investment Company	Other securities	—	—	$2.8M	5.9%
American Funds 2035 T Date R6 Registered Investment Company	Other securities	—	—	$2.4M	5.1%
JPMorgan LgCp Grw Fnd R6 Registered Investment Company	Other securities	—	—	$2.4M	5.0%
American Funds EuroPacific R6 Registered Investment Company	Other securities	—	—	$2.3M	4.8%
Fidelity Lg Cp Grw Id Fd In Pr Registered Investment Company	Other securities	—	—	$1.9M	4.0%
American Funds 2030 T Date R6 Registered Investment Company	Other securities	—	—	$1.7M	3.5%
American Funds 2025 T Date R6 Registered Investment Company	Other securities	—	—	$1.5M	3.2%
American Funds 2050 T Date R6 Registered Investment Company	Other securities	—	—	$1.4M	3.0%
Vangrd Equity Income Fund Adm Registered Investment Company	Other securities	—	—	$1.4M	3.0%
American Funds 2055 T Date R6 Registered Investment Company	Other securities	—	—	$1.3M	2.8%
PIONEER BOND FUND TRUST - CLASS R1 WILMINGTON TRUST, N.A. · EIN 81-5420248 / PN 291	Common Collective Trust	—	—	$990K	2.1%
American Funds 2060 T Date R6 Registered Investment Company	Other securities	—	—	$752K	1.6%
PIMCO Income Fund Ins Registered Investment Company	Other securities	—	—	$724K	1.5%
Loan Fund Participant Loans - Rates 4.25% to 9.50%	Bonds / Notes	—	—	$700K	1.5%
Fidelity Mid Cap Idx Fd Ins Pr Registered Investment Company	Other securities	—	—	$692K	1.5%
Eaton Vance-Atl Cp SMID-Cp F I Registered Investment Company	Other securities	—	—	$602K	1.3%
PIMCO Intl Bd Fd (US Dl-Hdg) I Registered Investment Company	Other securities	—	—	$585K	1.2%
DFA Global Real Est Sec Pt Ins Registered Investment Company	Other securities	—	—	$503K	1.1%
party date,rate of interest, collateral, par, or maturity date AmCen Mid Cap Value Fund R6 Registered Investment Company	Other securities	—	—	$489K	1.0%
Fidelity Ext Mkt Index Fund Registered Investment Company	Other securities	—	—	$345K	0.7%
American Funds 2020 T Date R6 Registered Investment Company	Other securities	—	—	$262K	0.6%
Inv Discovery Fd Y Registered Investment Company	Other securities	—	—	$146K	0.3%
American Funds 2010 T Date R6 Registered Investment Company	Other securities	—	—	$121K	0.3%
American Funds 2065 T Date R6 Registered Investment Company	Other securities	—	—	$100K	0.2%
Victory Sycmr Sm Co Opp Fund I Registered Investment Company	Common Stock	—	—	$97K	0.2%
American Funds 2015 T Date R6 Registered Investment Company	Other securities	—	—	$69K	0.1%
Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company	Other securities	—	—	$16K	<0.1%
American Funds 2070 R6 Registered Investment Company	Other securities	—	—	$2K	<0.1%