Plan Snapshot
- Plan Sponsor: Mufg Bank, Ltd.
- Sponsor EIN: 135611741
- Sponsor Address: 1251 AVENUE OF THE AMERICAS, NEW YORK, NY, 10020
- Plan Type: DB
- Total Participants: 683
- Total Assets: $80.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 683 | $80.3M | $0 | $0 |
| 2023 | 743 | $80.3M | $0 | $0 |
| 2022 | 874 | $205.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALIGHT HOLDING COMPANY LLC | NONE | $86,525 | — | $86,525 |
| PRUDENTIAL TRUST CO./JENNISON | NONE | $63,252 | — | $63,252 |
| RREEF AMERICA II LP | NONE | $45,924 | — | $45,924 |
| USI CONSULTING GROUP, INC. | NONE | $32,715 | — | $32,715 |
| CALLAN HOLDINGS INC | NONE | $15,759 | — | $15,759 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT HOLDING COMPANY LLC — NONE
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $244,175
- Estimated Expense Ratio: 0.304% 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 | $200,098 | $109,176 | — | — | — |
| 2023 | $778,469 | $159,808 | — | $5,750 | — |
| 2022 | $699,274 | $70,484 | — | — | $332,946 |