Plan Snapshot
- Plan Sponsor: Takeuchi Mfg. (U.S.), Ltd.
- Sponsor EIN: 581356047
- Sponsor Address: 519 BONNIE VALENTINE WAY, PENDERGRASS, GA, 30567
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $13.3M
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 | 252 | $13.3M | $595,325 | $967,152 |
| 2023 | 225 | $11.1M | $350,088 | $600,289 |
| 2022 | 106 | $8.8M | $230,346 | $430,875 |
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 — 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 | $34,255 | $27,981 | — | — | — |
| 2023 | $23,395 | — | $18,875 | — | — |
| 2022 | $3,667 | — | — | — | $3,667 |