Plan Snapshot
- Plan Sponsor: Kintetsu World Express (U.S.A.), INC.
- Sponsor EIN: 941693161
- Sponsor Address: ONE JERICHO PLAZA, SUITE 100, JERICHO, NY, 11753
- Plan Type: 401(k)
- Total Participants: 941
- Total Assets: $166.0M
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 | 941 | $166.0M | $3.9M | $7.0M |
| 2023 | 973 | $139.3M | $3.7M | $6.5M |
| 2022 | 956 | $115.0M | $3.4M | $6.0M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $7,380 | — | $7,380 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,380
- Estimated Expense Ratio: 0.004% 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 | $233,192 | — | — | $7,380 | — |
| 2023 | $187,855 | — | — | $5,100 | — |
| 2022 | $185,057 | — | $185,057 | — | — |