Plan Snapshot
- Plan Sponsor: Sumiriko Ohio, INC.
- Sponsor EIN: 341576708
- Sponsor Address: 320 SNIDER ROAD, BLUFFTON, OH, 45817
- Plan Type: 401(k)
- Total Participants: 432
- Total Assets: $67.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 432 | $67.9M | $839,993 | $2.8M |
| 2023 | 457 | $65.7M | $864,434 | $2.7M |
| 2022 | 473 | $58.9M | $861,848 | $2.8M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | $49,000 | — | $49,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,000
- Estimated Expense Ratio: 0.072% 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 | $163,819 | $53,250 | — | $49,000 | — |
| 2023 | $170,602 | $44,250 | $2,400 | $54,761 | — |
| 2022 | $169,839 | — | — | — | — |