# Makita Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/makita-usa-inc-401k-plan

> Makita Usa, INC.'s 401(k) plan: 717 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Makita Usa, INC.

- **Sponsor EIN:** 132672211

- **Sponsor Address:** 14930 NORTHAM STREET, LA MIRADA, CA, 90638

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

- **Total Participants:** 717

- **Total Assets:** $99.1M

## 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|717|$99.1M|$1.9M|$4.1M|

| 2023|721|$92.8M|$2.1M|$4.4M|

| 2022|952|$82.2M|$1.9M|$4.3M|

## 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|

| GRP FINANCIAL|NONE|$27,500|—|$27,500|

| MARCUM LLP|NONE|$21,115|—|$21,115|

| T ROWE PRICE RPS INC|NONE|$7,732|—|$7,732|

| CBIZ|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,347

- **Estimated Expense Ratio:** 0.057% 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|$18,629|—|—|—|—|

| 2023|$21,499|—|—|—|—|

| 2022|$2,323|—|—|—|—|

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