Plan Snapshot
- Plan Sponsor: Jon K. Takata Corporation Dba Restoration Management Company
- Sponsor EIN: 943267563
- Sponsor Address: 3090 INDEPENDENCE DRIVE, LIVERMORE, CA, 94551
- Plan Type: 401(k)
- Total Participants: 483
- Total Assets: $28.1M
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. |
|---|---|---|---|---|
| 2024 | 483 | $28.1M | $770,973 | $3.1M |
| 2023 | 487 | $24.1M | $806,846 | $3.0M |
| 2022 | 427 | $17.3M | $666,732 | $2.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,786 | $8,079 | $56,707 | — | — |
| 2023 | $43,308 | $4,441 | $38,867 | — | — |
| 2022 | $46,515 | — | $46,515 | — | — |