Plan Snapshot
- Plan Sponsor: Kyocera Sgs Precision Tools, INC.
- Sponsor EIN: 341437898
- Sponsor Address: 150 MARC DRIVE, CUYAHOGA, OH, 442232630
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $41.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 335 | $41.6M | $693,447 | $2.6M |
| 2023 | 367 | $39.5M | $728,404 | $2.6M |
| 2022 | 363 | $36.8M | $696,371 | $2.5M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — 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 | $65,155 | — | $65,155 | — | — |
| 2023 | $67,012 | — | $67,012 | — | — |
| 2022 | $74,573 | — | $74,573 | — | — |