Plan Snapshot
- Plan Sponsor: Fuji Vegetable Oil, INC.
- Sponsor EIN: 133412062
- Sponsor Address: 120 BRAMPTON ROAD, SAVANNAH, GA, 31408
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 149 | $30.3M | $1.9M | $1.1M |
| 2023 | 146 | $27.5M | $1.9M | $1.1M |
| 2022 | 195 | $22.7M | $1.9M | $1.2M |
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 |
|---|---|---|---|---|
| AMERICAN TRUST COMPANY | Other Service Provider | $70,539 | — | $70,539 |
| JACOBS, COOLIDGE & COMPANY, LLC | Investment Advisor | $65,799 | — | $65,799 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,338
- Estimated Expense Ratio: 0.449% 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 | $136,339 | — | — | — | — |
| 2023 | $118,332 | — | — | — | — |
| 2022 | $113,788 | $45,389 | $68,399 | — | — |