Plan Snapshot
- Plan Sponsor: Chuhatsu North America, INC.
- Sponsor EIN: 611384150
- Sponsor Address: 2600 HAPPY VALLEY RD, GLASGOW, KY, 421419063
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $6.0M | $93,667 | $238,155 |
| 2023 | 104 | $5.9M | $83,018 | $210,786 |
| 2022 | 105 | $5.5M | $92,973 | $224,752 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | SERVICE PROVIDER | — | $12,890 | $12,890 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — SERVICE PROVIDER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,890
- Estimated Expense Ratio: 0.216% 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 | $3,800 | — | $1,768 | — | — |
| 2023 | $5,908 | — | $3,645 | — | — |
| 2022 | $5,307 | — | — | — | $5,307 |