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

> Takara Bio, Usa, INC.'s 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 770035190

- **Sponsor Address:** 2560 ORCHARD PARKWAY, SAN JOSE, CA, 95131

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

- **Total Participants:** 240

- **Total Assets:** $67.1M

## 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|240|$67.1M|$1.2M|$3.8M|

| 2023|239|$57.2M|$1.2M|$3.6M|

| 2022|217|$47.7M|$941,156|$3.0M|

## 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|

| RAYMOND JAMES & ASSOCIATES INC|INVESTMENT ADVISOR|$30,000|—|$30,000|

| METZ & ASSOCIATES PLLC|AUDITOR|$10,750|—|$10,750|

| METZ CPA, PLLC|Auditor|$10,750|—|$10,750|

### Verified Provider Profiles

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

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,500

- **Estimated Expense Ratio:** 0.077% 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|$40,750|$30,000|—|$10,750|—|

| 2023|$28,948|$25,000|$1,500|—|—|

| 2022|$26,910|$18,750|$8,160|—|—|

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

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