Plan Snapshot
- Plan Sponsor: Anritsu Company
- Sponsor EIN: 941481926
- Sponsor Address: 490 JARVIS DRIVE, MORGAN HILL, CA, 95037
- Plan Type: 401(k)
- Total Participants: 464
- Total Assets: $288.7M
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 | 464 | $288.7M | $1.4M | $6.0M |
| 2023 | 485 | $281.4M | $2.3M | $6.0M |
| 2022 | 502 | $244.9M | $2.4M | $6.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $183,245 | — | $183,245 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $119,281 | — | $119,281 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $56,574 | — | $56,574 |
| MOSS ADAMS LLP | AUDITOR | $7,340 | — | $7,340 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
- SAGEVIEW ADVISORY GROUP, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $366,440
- Estimated Expense Ratio: 0.127% 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 | $183,245 | — | — | $183,245 | — |
| 2023 | $195,972 | $54,926 | $116,291 | $23,730 | — |
| 2022 | $182,605 | $53,327 | $112,723 | — | $15,805 |