# Smbc Manubank 401(k) Plan
Source: https://planprovider.pro/companies/manufacturers-bank-401k-plan

> Smbc Manubank's 401(k) plan: 889 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smbc Manubank

- **Sponsor EIN:** 952221647

- **Sponsor Address:** 515 SOUTH FIGUEROA STREET 5TH FLR, LOS ANGELES, CA, 90071

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

- **Total Participants:** 889

- **Total Assets:** $106.4M

## 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|889|$106.4M|$5.6M|$10.1M|

| 2023|771|$83.1M|$5.3M|$7.8M|

| 2022|583|$62.1M|$1.3M|$4.8M|

## 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|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|NONE|$56,250|—|$56,250|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$52,348|—|$52,348|

| COHNREZNICK LLP|NONE|$46,111|—|$46,111|

| COHNREZNICK|Auditor|$35,282|—|$35,282|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $189,991

- **Estimated Expense Ratio:** 0.179% 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|$157,489|$56,250|—|$35,282|—|

| 2023|$152,335|$22,500|—|$36,016|—|

| 2022|$194,757|$170,236|$12,725|—|$10,556|

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