Plan Snapshot
- Plan Sponsor: Sumitomo Rubber North America
- Sponsor EIN: 954204189
- Sponsor Address: 8656 HAVEN AVENUE, RANCHO CUCAMONGA, CA, 91730
- Plan Type: 401(k)
- Total Participants: 370
- Total Assets: $47.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 370 | $47.5M | $1.5M | $2.6M |
| 2023 | 347 | $42.0M | $1.5M | $2.5M |
| 2022 | 353 | $34.9M | $1.4M | $2.4M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $109,189 | $12 | $109,201 |
| ONEDIGITAL TOPCO LLC | SERVICE PROVIDER | — | $30,000 | $30,000 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $12,573 | — | $12,573 |
| MORNINGSTAR INVESTMENT MANAGEMENT | SERVICE PROVIDER | $6,159 | — | $6,159 |
| SWENSON CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL TOPCO LLC — SERVICE PROVIDER
- SWENSON CORPORATION — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,933
- Estimated Expense Ratio: 0.332% 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 | $127,921 | $25,453 | $100,768 | — | — |
| 2023 | $123,804 | $22,002 | $99,452 | — | — |
| 2022 | $130,636 | — | — | — | — |