# Rakuten Usa 401(k) Plan
Source: https://planprovider.pro/companies/rakuten-usa-401k-plan

> Rakuten Usa's 401(k) plan: 1,567 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rakuten Usa

- **Sponsor EIN:** 943377047

- **Sponsor Address:** 800 CONCAR DRIVE, SAN MATEO, CA, 94402

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

- **Total Participants:** 1,567

- **Total Assets:** $310.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,567|$310.5M|$9.1M|$22.3M|

| 2023|1,568|$252.6M|$9.4M|$22.6M|

| 2022|1,771|$192.6M|$10.2M|$21.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$123,169|—|$123,169|

| NEWFRONT RETIREMENT SERVICES INC|ADVISOR|$100,000|—|$100,000|

| THE ANGELL PENSION GROUP, INC.|ADMINISTRATOR|$27,928|—|$27,928|

| MOSS ADAMS LLP|ACCOUNTANT/AUDITOR|$25,725|—|$25,725|

| BAKER TILLY US, LLP|Auditor|$25,725|—|$25,725|

### 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

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $302,547

- **Estimated Expense Ratio:** 0.097% 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|$272,433|—|$1,200|$25,725|—|

| 2023|$256,694|$59,985|$300|$24,675|—|

| 2022|$357,118|—|—|—|—|

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