# Jfe Shoji America, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jfe-shoji-america-llc-401k-plan

> Jfe Shoji America, LLC's 401(k) plan: 404 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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)

- **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 MANAGEMENT|$183,232|—|$183,232|

| MORGAN STANLEY|INVESTMENT ADVISOR|$88,880|—|$88,880|

| THE BENEFIT PRACTICE|THIRD PARTY ADMIN|$60,174|—|$60,174|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$59,240|—|$59,240|

| CDH PC|OTHER|$48,300|—|$48,300|

| CDH CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $439,826

- **Estimated Expense Ratio:** 1.259% 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|—|—|

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