Plan Snapshot
- Plan Sponsor: Mazda Motor Of America, INC. D/B/A Mazda North American Operations
- Sponsor EIN: 952668359
- Sponsor Address: 200 SPECTRUM CENTER DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 901
- Total Assets: $261.3M
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 | 901 | $261.3M | $6.7M | $11.2M |
| 2023 | 882 | $232.2M | $5.5M | $10.3M |
| 2022 | 944 | $200.3M | $4.9M | $9.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $154,459 | — | $154,459 |
| MORGAN STANLEY | RETAINED BY EMPLOYER | $105,955 | — | $105,955 |
| MOSS ADAMS | AUDITOR | $20,410 | — | $20,410 |
| BAKER TILLY US | Auditor | $20,410 | — | $20,410 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- MORGAN STANLEY — RETAINED BY EMPLOYER
- MOSS ADAMS — AUDITOR
- BAKER TILLY US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $301,234
- Estimated Expense Ratio: 0.115% 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 | $177,478 | $105,955 | $51,113 | $20,410 | — |
| 2023 | $172,587 | $41,989 | $130,598 | — | — |
| 2022 | $163,549 | $24,338 | $139,211 | — | — |