Plan Snapshot
- Plan Sponsor: Shimadzu Precision Instruments, INC.
- Sponsor EIN: 953340364
- Sponsor Address: 3645 N. LAKEWOOD, LONG BEACH, CA, 90808
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $27.3M
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 | 186 | $27.3M | $397,486 | $1.4M |
| 2023 | 168 | $22.9M | $393,431 | $1.3M |
| 2022 | 167 | $21.3M | $382,880 | $1.3M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $13,650 | — | $13,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,650
- Estimated Expense Ratio: 0.050% 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 | $80,359 | $38,166 | — | $13,650 | — |
| 2023 | $72,136 | $35,632 | — | $13,000 | — |
| 2022 | $76,018 | $2,316 | — | — | — |