# Sojitz Corporation Of America DB Plan
Source: https://planprovider.pro/companies/sojitz-corporation-of-america-plan-003

> Sojitz Corporation Of America's DB plan: 4 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:** DB

- **Total Participants:** 4

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$9.3M|$0|$0|

| 2023|5|$10.3M|$0|$0|

| 2022|5|$10.5M|$0|$0|

## 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|

| MCKONLY & ASBURY, LLP|Auditor|$16,120|—|$16,120|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,120

- **Estimated Expense Ratio:** 0.173% 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|$125,211|$38,410|—|$16,120|—|

| 2023|$140,167|$37,712|—|$28,047|—|

| 2022|$103,708|$40,324|—|—|$48,160|

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