Plan Snapshot
- Plan Sponsor: Mitsubishi Ufj Trust And Banking Corporation
- Sponsor EIN: 132692531
- Sponsor Address: 1221 AVENUE OF THE AMERICAS, NEW YORK, NY, 10020
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $87.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 249 | $87.9M | $1.3M | $3.2M |
| 2023 | 243 | $76.0M | $1.2M | $3.2M |
| 2022 | 237 | $62.0M | $1.0M | $2.9M |
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 |
|---|---|---|---|---|
| EISNER ADVISORY GROUP LLC | ACCOUNTANT/AUDITOR | $31,920 | — | $31,920 |
| EISNERAMPER LLP | Auditor | $31,920 | — | $31,920 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,128 | — | $9,128 |
| MARSH USA LLC | CONSULTANT | $8,250 | — | $8,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
- STRATEGIC ADVISORS, INC. — ADVISOR
- MARSH USA LLC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,218
- Estimated Expense Ratio: 0.092% 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 | $1,054 | $9,128 | — | $31,920 | — |
| 2023 | $5,018 | $7,686 | — | $30,160 | — |
| 2022 | $8,896 | $5,896 | — | — | — |