# Sumitomo Corporation Of Americas 401(k) Plan
Source: https://planprovider.pro/companies/sumitomo-corporation-of-americas-401k-plan-005

> Sumitomo Corporation Of Americas's 401(k) plan: 2,101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sumitomo Corporation Of Americas

- **Sponsor EIN:** 135612163

- **Sponsor Address:** 300 MADISON AVENUE, NEW YORK, NY, 10017

- **Plan Type:** 401(k)

- **Total Participants:** 2,101

- **Total Assets:** $406.0M

## 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|2,101|$406.0M|$10.6M|$18.1M|

| 2023|2,053|$355.8M|$9.8M|$16.8M|

| 2022|1,939|$304.7M|$8.6M|$15.1M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$389,576|—|$389,576|

| NEPC, LLC|INVESTMENT ADVISOR|$72,035|—|$72,035|

| EPSTEIN BECKER & GREEN P.C.|CONSULTANT|$27,633|—|$27,633|

| LBMC, PC|AUDITOR|$5,500|—|$5,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — INVESTMENT ADVISOR

- [EPSTEIN BECKER & GREEN P.C.](https://planprovider.pro/provider/epstein-becker-and-green-pc) — CONSULTANT

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $494,744

- **Estimated Expense Ratio:** 0.122% 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|$500,268|$77,559|—|$5,500|—|

| 2023|$440,543|$57,863|—|$15,000|—|

| 2022|$402,352|$309,837|$56,507|—|$36,008|

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