Plan Snapshot
- Plan Sponsor: Jfe Shoji America, LLC
- Sponsor EIN: 132534695
- Sponsor Address: 301 E. OCEAN BLVD, LONG BEACH, CA, 90802
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 404
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 404 | $34.9M | $1.1M | $3.0M |
| 2022 | 401 | $30.9M | $1.1M | $2.9M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP,LLC | Investment Advisor | $91,616 | — | $91,616 |
| MORGAN STANLEY | Investment Advisor | $44,440 | — | $44,440 |
| THE BENEFIT PRACTICE | Recordkeeper | $30,087 | — | $30,087 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $29,620 | — | $29,620 |
| CDH PC | Other Service Provider | $24,150 | — | $24,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,913
- Estimated Expense Ratio: 0.630% 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 |
|---|---|---|---|---|---|
| 2023 | $207,142 | — | $207,142 | — | — |
| 2022 | $151,948 | — | $151,948 | — | — |