Plan Snapshot
- Plan Sponsor: Ito En North America INC.
- Sponsor EIN: 134172006
- Sponsor Address: 1320 GREENWAY DRIVE, SUITE 700, IRVING, TX, 75038
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $24.5M
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 | 410 | $24.5M | $747,450 | $1.5M |
| 2023 | 423 | $22.0M | $646,790 | $1.4M |
| 2022 | 434 | $18.5M | $603,299 | $1.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $96,641 | — | $96,641 |
| AGUIAR CABRERA MACEO & CO LLP | AUDITOR | $18,150 | — | $18,150 |
| THE BENEFIT PRACTICE | THIRD PARTY ADMIN | $14,340 | — | $14,340 |
| AGUIAR CABRERA MACEO & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,131
- Estimated Expense Ratio: 0.527% 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 | $129,131 | — | $129,131 | — | — |
| 2023 | $105,404 | — | $105,404 | — | — |
| 2022 | $104,174 | — | $104,174 | — | — |