Plan Snapshot
- Plan Sponsor: Tdk-Lambda Americas INC.
- Sponsor EIN: 221898025
- Sponsor Address: 405 ESSEX RD, NEPTUNE, NJ, 07753
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $76.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 313 | $76.3M | $1.0M | $2.5M |
| 2023 | 308 | $66.9M | $973,081 | $2.3M |
| 2022 | 289 | $56.2M | $858,120 | $2.1M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $17,829 | — | $17,829 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,829
- Estimated Expense Ratio: 0.023% 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 | -$77,064 | $17,829 | — | — | — |
| 2023 | -$66,616 | $17,502 | — | — | — |
| 2022 | -$60,774 | $16,203 | — | — | — |