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

> Sony Corporation Of America&#39;s 401(k) plan: 13,338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — 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|

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