Plan Snapshot
- Plan Sponsor: Mazda Motor Of America, INC., Dba Mazda North American Operations
- Sponsor EIN: 952668359
- Sponsor Address: 7755 IRVINE CENTER DRIVE, IRVINE, CA, 92618
- Plan Type: DB
- Total Participants: 318
- Total Assets: $181.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 318 | $181.7M | $4.4M | $0 |
| 2023 | 330 | $179.9M | $0 | $0 |
| 2022 | 342 | $173.0M | $4.7M | $0 |
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 |
|---|---|---|---|---|
| SLC MANAGEMENT | NONE | $239,223 | — | $239,223 |
| JOHN HANCOCK RETIREMENT PLAN SRVCES | NONE | $156,069 | — | $156,069 |
| MORGAN STANLEY | NONE | $144,788 | — | $144,788 |
| BANK OF NEW YORK MELLON | NONE | $42,476 | — | $42,476 |
| MOSS ADAMS, LLP | NONE | $20,300 | — | $20,300 |
| BAKER TILLY US, LLP | Auditor | $20,300 | — | $20,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVCES — NONE
- MORGAN STANLEY — NONE
- MOSS ADAMS, LLP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $623,156
- Estimated Expense Ratio: 0.343% 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 | $746,451 | $384,010 | $156,069 | $20,300 | — |
| 2023 | $669,146 | $283,474 | $212,601 | — | — |
| 2022 | $921,535 | $496,850 | $232,653 | — | $24,036 |