Plan Snapshot
- Plan Sponsor: Subaru Of America , INC.
- Sponsor EIN: 231693419
- Sponsor Address: ONE SUBARU DRIVE, CAMDEN, NJ, 08103
- Plan Type: DC
- Total Participants: 1,336
- Total Assets: $172.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,336 | $172.9M | $9.4M | $0 |
| 2023 | 1,259 | $152.5M | $8.8M | $0 |
| 2022 | 1,227 | $130.2M | $8.1M | $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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS | ADVISOR | $40,025 | — | $40,025 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS — 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: $40,025
- Estimated Expense Ratio: 0.023% 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 | $3,025 | $40,025 | — | — | — |
| 2023 | -$2,199 | $44,834 | — | — | — |
| 2022 | $2,826 | — | — | — | — |