# Kumon North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kumon-north-america-inc-401k-plan

> Kumon North America, INC.'s 401(k) plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kumon North America, INC.

- **Sponsor EIN:** 954254899

- **Sponsor Address:** 301 ROUTE 17 NORTH, RUTHERFORD, NJ, 07070

- **Plan Type:** 401(k)

- **Total Participants:** 294

- **Total Assets:** $69.3M

## 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|294|$69.3M|$1.5M|$2.7M|

| 2023|313|$60.4M|$1.5M|$2.5M|

| 2022|289|$53.6M|$1.3M|$2.3M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SRVS|RETAINED BY CLIENT|$11,015|—|$11,015|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SRVS](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,015

- **Estimated Expense Ratio:** 0.016% 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|$10,684|—|$10,684|—|—|

| 2023|$10,684|—|$10,684|—|—|

| 2022|$11,159|—|$11,159|—|—|

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