Plan Snapshot
- Plan Sponsor: Amada North America, INC.
- Sponsor EIN: 910862945
- Sponsor Address: 7025 FIRESTONE BLVD, BUENA PARK, CA, 90621
- Plan Type: 401(k)
- Total Participants: 927
- Total Assets: $151.8M
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 | 927 | $151.8M | $3.8M | $5.1M |
| 2023 | 867 | $137.1M | $3.1M | $4.7M |
| 2022 | 813 | $121.5M | $2.6M | $4.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $55,011 | — | $55,011 |
| MULTNOMAH GROUP INC | INVESTMENT ADVISOR | $26,167 | — | $26,167 |
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MULTNOMAH GROUP INC — INVESTMENT ADVISOR
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,178
- Estimated Expense Ratio: 0.053% 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 | $88,142 | $32,956 | $13,298 | — | — |
| 2023 | $130,210 | $25,530 | $79,576 | — | — |
| 2022 | $68,197 | $24,908 | $41,614 | — | — |