Plan Snapshot
- Plan Sponsor: Subaru Of America, INC.
- Sponsor EIN: 231693419
- Sponsor Address: ONE SUBARU DRIVE, CAMDEN, NJ, 08103
- Plan Type: 401(k)
- Total Participants: 1,496
- Total Assets: $525.8M
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 | 1,496 | $525.8M | $14.9M | $16.8M |
| 2023 | 1,454 | $459.8M | $13.8M | $15.8M |
| 2022 | 1,365 | $384.6M | $9.6M | $14.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $158,069 | — | $158,069 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,069
- Estimated Expense Ratio: 0.030% 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 | $19,637 | $158,069 | $900 | — | — |
| 2023 | -$7,360 | $166,455 | — | — | — |
| 2022 | -$7,292 | — | — | — | — |