# Sojitz Corporation Of America 401(k) Plan
Source: https://planprovider.pro/companies/sojitz-corporation-of-america-401k-plan-001

> Sojitz Corporation Of America's 401(k) plan: 448 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sojitz Corporation Of America

- **Sponsor EIN:** 464933173

- **Sponsor Address:** 750 POTTER STREET, BERKELEY, CA, 94710

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

- **Total Participants:** 448

- **Total Assets:** $40.8M

## 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|448|$40.8M|$427,471|$2.8M|

| 2023|440|$36.2M|$413,107|$2.8M|

| 2022|466|$29.9M|$432,127|$2.7M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$29,223|—|$29,223|

| MCKONLY & ASBURY, LLP|ACCOUNTANT/AUDITOR|$14,560|—|$14,560|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,165|—|$11,165|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [MCKONLY & ASBURY, LLP](https://planprovider.pro/provider/mckonly-and-asbury-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,948

- **Estimated Expense Ratio:** 0.135% 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|$58,971|$40,387|—|$14,560|—|

| 2023|$84,085|$52,350|—|$22,048|—|

| 2022|$71,319|$8,565|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sojitz-corporation-of-america-401k-plan-001)

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