Plan Snapshot
- Plan Sponsor: Epson America, INC.
- Sponsor EIN: 952935679
- Sponsor Address: 3131 KATELLA AVENUE, LOS ALAMITOS, CA, 90720
- Plan Type: 401(k)
- Total Participants: 1,486
- Total Assets: $457.1M
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 | 1,486 | $457.1M | $8.6M | $17.4M |
| 2023 | 1,604 | $432.2M | $12.7M | $17.3M |
| 2022 | 1,588 | $372.7M | $11.5M | $15.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $123,570 | — | $123,570 |
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
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: $123,570
- Estimated Expense Ratio: 0.027% 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 | $123,174 | — | — | — | — |
| 2023 | $120,515 | — | — | — | — |
| 2022 | $117,116 | — | — | — | — |