Plan Snapshot
- Plan Sponsor: Okuma America Corporation
- Sponsor EIN: 112670887
- Sponsor Address: 11900 WESTHALL DR., CHARLOTTE, NC, 28278
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $46.0M
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 | 252 | $46.0M | $582,769 | $2.0M |
| 2023 | 219 | $42.9M | $512,278 | $1.9M |
| 2022 | 216 | $35.6M | $449,891 | $1.7M |
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 |
|---|---|---|---|---|
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — 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 | $28,934 | — | — | — | — |
| 2023 | $33,437 | — | — | — | — |
| 2022 | $33,830 | — | — | — | — |