# Sumitomo Mitsui Trust Bank (U.S.A.) Limited 401(k) Plan
Source: https://planprovider.pro/companies/sumitomo-mitsui-trust-bank-u-s-a-limited-401k-plan

> Sumitomo Mitsui Trust Bank (U.S.A.) Limited's 401(k) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sumitomo Mitsui Trust Bank (U.S.A.) Limited

- **Sponsor EIN:** 133382184

- **Sponsor Address:** 111 RIVER STREET, HOBOKEN, NJ, 07030

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

- **Total Participants:** 224

- **Total Assets:** $122.0M

## 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|224|$122.0M|$1.8M|$3.1M|

| 2023|210|$104.4M|$1.7M|$2.9M|

| 2022|202|$84.6M|$1.5M|$2.6M|

## 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|

| WIPFLI, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI, LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|-$53,652|—|$300|—|—|

| 2023|-$65,259|—|—|—|—|

| 2022|-$103,369|—|—|—|—|

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