# Mitsubishi Ufj Trust And Banking Corporation 401(k) Plan
Source: https://planprovider.pro/companies/mitsubishi-ufj-trust-and-banking-corporation-401k-plan

> Mitsubishi Ufj Trust And Banking Corporation's 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/eisneramper-llp) — Auditor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MARSH USA LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|—|—|—|

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