# Sato America, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sato-america-llc-401k-plan

> Sato America, LLC's 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sato America, LLC

- **Sponsor EIN:** 770139314

- **Sponsor Address:** 14125 S BRIDGE CIR, CHARLOTTE, NC, 282736747

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

- **Total Participants:** 239

- **Total Assets:** $27.7M

## 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|239|$27.7M|$475,806|$1.3M|

| 2023|236|$23.9M|$465,932|$1.2M|

| 2022|228|$22.2M|$416,882|$1.1M|

## 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|

| NORTHWESTERN MUTUAL INVESTMENT SERV|OTHER SERVICES|—|$24,245|$24,245|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$15,313|—|$15,313|

| AC CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NORTHWESTERN MUTUAL INVESTMENT SERV](https://planprovider.pro/provider/northwestern-mutual) — OTHER SERVICES

- [AC CPA, PLLC](https://planprovider.pro/provider/ac-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,558

- **Estimated Expense Ratio:** 0.143% 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|$15,313|—|$15,313|—|—|

| 2023|$14,801|—|$14,801|—|—|

| 2022|$14,177|—|$14,177|—|—|

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