Plan Snapshot
- Plan Sponsor: Kao America INC.
- Sponsor EIN: 522064483
- Sponsor Address: 2535 SPRING GROVE AVE, CINCINNATI, OH, 452141729
- Plan Type: DB
- Total Participants: 547
- Total Assets: $124.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 547 | $124.7M | $0 | $0 |
| 2023 | 591 | $124.1M | $0 | $0 |
| 2022 | 646 | $120.2M | $219 | $0 |
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 |
|---|---|---|---|---|
| MERCER | NONE | $274,660 | — | $274,660 |
| JOHN HANCOCK | NONE | $58,962 | — | $58,962 |
| TAFT STETTINIUS & HOLLISTER LLP | NONE | $46,281 | — | $46,281 |
| NEPC LLC | NONE | $32,673 | — | $32,673 |
| CROWE LLP | NONE | $6,563 | — | $6,563 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $419,139
- Estimated Expense Ratio: 0.336% 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 | $2,209,927 | $32,673 | $58,962 | $6,563 | — |
| 2023 | $195,936 | — | — | — | — |
| 2022 | $187,264 | — | — | — | — |