# Hoshino (Usa), INC. 401(k) Plan
Source: https://planprovider.pro/companies/hoshino-usa-inc-401k-plan

> Hoshino (Usa), INC.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| M HOLDINGS SECURITIES INC|ADVISOR|$14,352|—|$14,352|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,610|—|$13,610|

| ANTHONY M. PONTARELLI, CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,962

- **Estimated Expense Ratio:** 0.269% 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|$27,962|$14,352|—|—|—|

| 2023|$2,131|—|—|—|—|

| 2022|$1,963|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hoshino-usa-inc-401k-plan)

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