Plan Snapshot
- Plan Sponsor: American Shizuki Corporation
- Sponsor EIN: 952839225
- Sponsor Address: 301 WEST O STREET, OGALLALA, NE, 69153
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 97 | $8.5M | $147,436 | $315,398 |
| 2023 | 115 | $7.4M | $145,965 | $313,750 |
| 2022 | 96 | $6.1M | $111,546 | $240,088 |
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 |
|---|---|---|---|---|
| CARON AND BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON AND BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,311 | $1,580 | — | — | — |
| 2023 | $2,894 | $1,819 | — | — | — |
| 2022 | $2,366 | $1,422 | — | — | — |