Plan Snapshot
- Plan Sponsor: Sankyo Holdings, INC.
- Sponsor EIN: 911542991
- Sponsor Address: 1960 E. GRAND AVE, SUITE 700, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $61.5M
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 | 250 | $61.5M | $877,139 | $2.5M |
| 2023 | 257 | $55.7M | $917,969 | $2.6M |
| 2022 | 281 | $44.5M | $1.0M | $2.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $71,628 | — | $71,628 |
| ACTUARIAL BENEFITS CORP. | TPA | — | $23,882 | $23,882 |
| SINGERLEWAK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,510
- Estimated Expense Ratio: 0.155% 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 | $77,836 | — | $77,836 | — | — |
| 2023 | $76,362 | — | $76,362 | — | — |
| 2022 | $67,145 | — | $67,145 | — | — |