Plan Snapshot
- Plan Sponsor: Obayashi Corporation
- Sponsor EIN: 990117408
- Sponsor Address: 950 TOWER LANE SUITE 800, FOSTER CITY, CA, 94404
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $52.2M
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 | 192 | $52.2M | $986,830 | $2.7M |
| 2023 | 220 | $45.0M | $798,054 | $2.4M |
| 2022 | 175 | $40.4M | $923,675 | $2.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $64,496 | — | $64,496 |
| CONCURRENT INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $35,000 | — | $35,000 |
| CLIFTON LARSON ALLEN WEALTH ADVISOR | OTHER | $14,472 | — | $14,472 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,968
- Estimated Expense Ratio: 0.218% 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 | $113,968 | $35,000 | — | — | — |
| 2023 | $125,446 | $76,475 | — | — | — |
| 2022 | $163,881 | $134,551 | $21,113 | — | $7,350 |