Plan Snapshot
- Plan Sponsor: Mitsubishi Hc Capital America, INC.
- Sponsor EIN: 330380629
- Sponsor Address: 800 CONNECTICUT AVE 4N, NORWALK, CT, 06854
- Plan Type: 401(k)
- Total Participants: 664
- Total Assets: $151.5M
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 | 664 | $151.5M | $5.5M | $8.0M |
| 2023 | 586 | $125.3M | $5.5M | $7.8M |
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 |
|---|---|---|---|---|
| CDH CPA, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,711 | $30,084 | — | — | — |
| 2023 | $23,079 | $25,828 | $300 | — | — |