Plan Snapshot
- Plan Sponsor: Sony Corporation Of America
- Sponsor EIN: 131914734
- Sponsor Address: 25 MADISON AVENUE, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 13,338
- Total Assets: $6.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 13,338 | $6.2B | $114.1M | $215.4M |
| 2023 | 13,896 | $5.5B | $108.4M | $205.4M |
| 2022 | 13,118 | $4.5B | $99.0M | $187.5M |
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 |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | NONE | $1,204,369 | — | $1,204,369 |
| BLACKROCK | NONE | $1,133,988 | — | $1,133,988 |
| LOOMIS SAYLES TRUST COMPANY | NONE | $1,074,012 | — | $1,074,012 |
| T ROWE PRICE ASSET MGMT INC | NONE | $972,431 | — | $972,431 |
| PRUDENTIAL TRUST COMPANY | NONE | $937,654 | — | $937,654 |
| T. ROWE PRICE ASSOCIATES, INC. | NONE | $868,949 | — | $868,949 |
| ALTRINSIC GLOBAL ADVISORS, LLC | NONE | $808,409 | — | $808,409 |
| NORTHERN TRUST COMPANY | NONE | $428,834 | — | $428,834 |
| MERCER INVESTMENTS LLC | NONE | $158,677 | — | $158,677 |
| PRICEWATERHOUSECOOPERS LLP | NONE | $145,000 | — | $145,000 |
| STATE STREET GLOBAL ADVISORS TR CO. | NONE | $96,946 | — | $96,946 |
| AON CONSULTING | NONE | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — NONE
- AON CONSULTING — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,839,269
- Estimated Expense Ratio: 0.126% 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 | $9,143,739 | $6,283,004 | — | $145,000 | — |
| 2023 | $6,387,356 | $5,022,467 | — | $140,000 | — |
| 2022 | $5,118,193 | $4,482,072 | — | — | $622,164 |