Plan Snapshot
- Plan Sponsor: Hoshino (Usa), INC.
- Sponsor EIN: 231646753
- Sponsor Address: 1726 WINCHESTER ROAD, BENSALEM, PA, 19020
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $10.4M
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. |
|---|---|---|---|---|
| 2024 | 93 | $10.4M | $113,003 | $318,869 |
| 2023 | 92 | $9.2M | $110,213 | $306,109 |
| 2022 | 85 | $7.7M | $97,737 | $344,947 |
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 |
|---|---|---|---|---|
| ANTHONY M. PONTARELLI, CPA, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,962 | $14,352 | — | — | — |
| 2023 | $2,131 | — | — | — | — |
| 2022 | $1,963 | — | — | — | — |