Plan Snapshot
- Plan Sponsor: Canon Medical Systems Usa, INC.
- Sponsor EIN: 680178440
- Sponsor Address: 2441 MICHELLE DRIVE, TUSTIN, CA, 92780
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 500
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 500 | $2.4M | $0 | $694,129 |
| 2023 | 531 | $2.6M | $0 | $597,924 |
| 2022 | 549 | $2.4M | $0 | $690,964 |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $14,100 | — | $14,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $14,100
- Estimated Expense Ratio: 0.581% 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 | $13,650 | — | — | $13,650 | — |
| 2023 | $13,125 | — | — | $13,125 | — |
| 2022 | $9,166 | — | $9,166 | — | — |