Plan Snapshot
- Plan Sponsor: Advantest America, INC.
- Sponsor EIN: 204242678
- Sponsor Address: 3061 ZANKER RD., SAN JOSE, CA, 951342127
- Plan Type: 401(k)
- Total Participants: 1,297
- Total Assets: $450.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,297 | $450.2M | $8.8M | $16.0M |
| 2023 | 1,283 | $377.3M | $9.2M | $15.8M |
| 2022 | 1,079 | $294.3M | $7.6M | $12.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $72,528 | — | $72,528 |
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | $33,653 | — | $33,653 |
| BAKER TILLY US, LLP | Auditor | $33,653 | — | $33,653 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- MOSS ADAMS LLP — ACCOUNTANT/AUDITOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,834
- Estimated Expense Ratio: 0.031% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $25,834 | $72,528 | $300 | $33,653 | — |
| 2023 | $16,446 | $70,546 | — | $29,060 | — |
| 2022 | $8,038 | $68,164 | — | — | — |