Plan Snapshot
- Plan Sponsor: Noritsu America Corporation
- Sponsor EIN: 953308920
- Sponsor Address: 6900 NORITSU AVENUE, BUENA PARK, CA, 906225039
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $27.9M
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 | 96 | $27.9M | $156,476 | $590,044 |
| 2023 | 125 | $30.3M | $175,909 | $660,279 |
| 2022 | 140 | $26.6M | $183,260 | $696,962 |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,535 | $1,932 | $13,603 | — | — |
| 2023 | $39,594 | $23,748 | $15,846 | — | — |
| 2022 | $54,846 | $34,649 | $20,197 | — | — |