Plan Snapshot
- Plan Sponsor: Takumi Stamping, INC.
- Sponsor EIN: 753178507
- Sponsor Address: 8585 SEWARD ROAD, FAIRFIELD, OH, 45011
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $12.7M
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 | 450 | $12.7M | $498,674 | $1.2M |
| 2023 | 430 | $11.7M | $547,109 | $1.3M |
| 2022 | 476 | $9.8M | $552,405 | $1.3M |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — 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 | $127,784 | $11,284 | $42,814 | — | — |
| 2023 | $186,921 | — | — | — | — |
| 2022 | $137,756 | — | — | — | $137,756 |