# Sojitz Corporation Of America 401(k) Plan
Source: https://planprovider.pro/companies/sojitz-corporation-of-america-401k-plan-002

> Sojitz Corporation Of America's 401(k) plan: 360 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:** 135610360

- **Sponsor Address:** 1120 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036

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

- **Total Participants:** 360

- **Total Assets:** $96.2M

## 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|360|$96.2M|$1.3M|$3.5M|

| 2023|311|$84.7M|$1.4M|$3.0M|

| 2022|331|$75.7M|$528,310|$2.2M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$70,725|—|$70,725|

| STRATEGIC ADVISORS, INC.|ADVISOR|$15,046|—|$15,046|

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

| HARPER DANESH LLC|ACTUARY|$10,000|—|$10,000|

### 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

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $110,331

- **Estimated Expense Ratio:** 0.115% 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|$108,725|$85,771|—|$14,560|—|

| 2023|$187,635|$122,153|—|$47,632|—|

| 2022|$104,738|$7,563|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sojitz-corporation-of-america-401k-plan-002)

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