Plan Snapshot
- Plan Sponsor: Green Tokai Co., Ltd.
- Sponsor EIN: 311217519
- Sponsor Address: 55 ROBERT WRIGHT DR., BROOKVILLE, OH, 45309
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 670
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 670 | $22.2M | $0 | $0 |
| 2024 | 581 | $21.2M | $289,847 | $828,646 |
| 2023 | 560 | $18.7M | $286,457 | $749,269 |
| 2022 | 504 | $16.3M | $256,168 | $689,612 |
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 |
|---|---|---|---|---|
| USI ADVISORS INC | Investment Advisor | $18,000 | — | $18,000 |
| USI CONSULTING GROUP, INC | Other Service Provider | $12,000 | — | $12,000 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $7,282 | — | $7,282 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,282
- Estimated Expense Ratio: 0.168% 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 |
|---|---|---|---|---|---|
| 2025 | $3,266,165 | $25,282 | — | — | — |
| 2024 | -$2,453 | $5,139 | — | — | — |
| 2023 | $5,213 | $4,095 | — | — | — |
| 2022 | $879 | $3,107 | — | — | — |