Plan Snapshot
- Plan Sponsor: Ajinomoto Foods North America, INC.
- Sponsor EIN: 461701609
- Sponsor Address: 4200 EAST CONCOURS SUITE 100, ONTARIO, CA, 91764
- Plan Type: 401(k)
- Total Participants: 3,093
- Total Assets: $161.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 3,093 | $161.8M | $6.6M | $11.7M |
| 2023 | 2,859 | $137.1M | $5.5M | $9.8M |
| 2022 | 2,822 | $115.8M | $5.2M | $9.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $212,339 | — | $212,339 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $62,000 | — | $62,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $56,446 | — | $56,446 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $330,785
- Estimated Expense Ratio: 0.204% 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 | $332,765 | $118,446 | $300 | — | — |
| 2023 | $286,923 | $111,527 | — | — | — |
| 2022 | $201,667 | $47,214 | — | — | — |