Plan Snapshot
- Plan Sponsor: Isuzu North America Corporation
- Sponsor EIN: 263678820
- Sponsor Address: 1400 S. DOUGLASS RD, SUITE 100, ANAHEIM, CA, 92806
- Plan Type: 401(k)
- Total Participants: 576
- Total Assets: $145.1M
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 | 576 | $145.1M | $3.6M | $5.0M |
| 2023 | 547 | $128.5M | $3.3M | $4.5M |
| 2022 | 489 | $106.3M | $3.0M | $4.2M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $73,724 | — | $73,724 |
| BENEFIT FINACIAL SERVICES GROUP | NONE | $38,000 | — | $38,000 |
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,724
- Estimated Expense Ratio: 0.077% 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 | $111,392 | — | — | — | — |
| 2023 | $94,522 | — | — | — | — |
| 2022 | $106,069 | — | — | — | $38,300 |