Plan Snapshot
- Plan Sponsor: Mitsubishi Materials U.S.A. Corporation
- Sponsor EIN: 953917804
- Sponsor Address: 3535 HYLAND AVE., COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $41.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 212 | $41.0M | $563,902 | $2.4M |
| 2023 | 201 | $34.8M | $507,049 | $2.3M |
| 2022 | 193 | $28.9M | $486,676 | $2.0M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $10,675 | — | $10,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,675
- Estimated Expense Ratio: 0.026% 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 | $13,969 | — | — | $10,675 | — |
| 2023 | $17,936 | — | — | $10,350 | — |
| 2022 | $9,151 | — | — | — | — |