# Matsuo Industries Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/matsuo-industries-usa-inc-401k-plan

> Matsuo Industries Usa, INC.'s 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matsuo Industries Usa, INC.

- **Sponsor EIN:** 561874927

- **Sponsor Address:** 408 MUNICIPAL DR, JEFFERSON CITY, TN, 377605033

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

- **Total Participants:** 130

- **Total Assets:** $4.6M

## 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|130|$4.6M|$130,701|$241,493|

| 2023|138|$4.0M|$116,150|$220,432|

| 2022|136|$3.4M|$138,788|$212,149|

## 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|

| OSAIC ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$18,374|—|$18,374|

| PURKEY, CARTER, COMPTON, SWANN & CA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,374

- **Estimated Expense Ratio:** 0.402% 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|$20,642|$20,642|—|—|—|

| 2023|$17,492|$17,492|—|—|—|

| 2022|$11,987|—|$11,987|—|—|

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