Plan Snapshot
- Plan Sponsor: Kyocera Avx Components Corporation
- Sponsor EIN: 330379007
- Sponsor Address: 1 AVX BLVD, FOUNTAIN INN, SC, 296449039
- Plan Type: 401(k)
- Total Participants: 1,261
- Total Assets: $227.9M
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. |
|---|---|---|---|---|
| 2024 | 1,261 | $227.9M | $8.9M | $7.8M |
| 2023 | 1,324 | $206.7M | $8.1M | $7.4M |
| 2022 | 1,109 | $184.5M | $7.4M | $6.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $154,829 | — | $154,829 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $38,715 | — | $38,715 |
| ELLIOTT DAVIS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ELLIOTT DAVIS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,544
- Estimated Expense Ratio: 0.085% 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 | $193,544 | $38,715 | $600 | — | — |
| 2023 | $182,255 | $31,485 | $300 | — | — |
| 2022 | $211,032 | $26,813 | — | — | — |