# Takara Belmont Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/takara-belmont-usa-inc-401k-plan

> Takara Belmont Usa, INC.'s 401(k) plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Takara Belmont Usa, INC.

- **Sponsor EIN:** 131843773

- **Sponsor Address:** 101 BELMONT DR, SOMERSET, NJ, 08873

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

- **Total Participants:** 45

- **Total Assets:** $6.9M

## 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|45|$6.9M|$357,140|$417,401|

| 2023|89|$9.7M|$501,305|$567,934|

| 2022|90|$8.4M|$414,645|$513,793|

## 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|

| GLOBAL RETIREMENT PARTNERS|SERVICE PROVIDER|$22,738|—|$22,738|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$15,196|—|$15,196|

| MAILLIE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [MAILLIE](https://planprovider.pro/provider/maillie-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,934

- **Estimated Expense Ratio:** 0.547% 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|$39,813|—|$39,813|—|—|

| 2023|$30,600|$28,205|—|—|—|

| 2022|$29,498|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/takara-belmont-usa-inc-401k-plan)

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