# Mitsui Sumitomo Marine Management (U.S.A.), INC. 401(k) Plan
Source: https://planprovider.pro/companies/mitsui-sumitomo-marine-management-u-s-a-inc-401k-plan

> Mitsui Sumitomo Marine Management (U.S.A.), INC.'s 401(k) plan: 653 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mitsui Sumitomo Marine Management (U.S.A.), INC.

- **Sponsor EIN:** 133429270

- **Sponsor Address:** 15 INDEPENDENCE BLVD., WARREN, NJ, 070592713

- **Plan Type:** 401(k)

- **Total Participants:** 653

- **Total Assets:** $176.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|653|$176.7M|$6.9M|$7.1M|

| 2023|539|$151.8M|$6.3M|$6.3M|

| 2022|470|$122.8M|$5.1M|$5.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$62,867|—|$62,867|

| NEWPORT CAPITAL GROUP|INVESTMENT ADVISOR|$55,199|—|$55,199|

| STRATEGIC ADVISORS, INC.|ADVISOR|$23,470|—|$23,470|

| KPMG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $141,536

- **Estimated Expense Ratio:** 0.080% 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|$141,536|$78,669|$600|—|—|

| 2023|$132,668|$17,956|—|—|—|

| 2022|$123,790|$12,693|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mitsui-sumitomo-marine-management-u-s-a-inc-401k-plan)

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