Plan Snapshot
- Plan Sponsor: Sumitomo Rubber Usa, LLC
- Sponsor EIN: 341899137
- Sponsor Address: P.O. BOX 1109, BUFFALO, NY, 142401109
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $69.0M
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 | 288 | $69.0M | $1.8M | $2.5M |
| 2023 | 365 | $62.2M | $1.8M | $2.4M |
| 2022 | 347 | $54.4M | $1.7M | $2.3M |
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 |
|---|---|---|---|---|
| BOBER MARKEY FEDOROVICH & COMPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER MARKEY FEDOROVICH & COMPA — 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 | $88,990 | $38,418 | — | — | — |
| 2023 | $84,259 | $37,734 | — | — | — |
| 2022 | $79,089 | $34,156 | — | — | — |