Plan Snapshot
- Plan Sponsor: Tdk U.S.A. Corporation
- Sponsor EIN: 953304247
- Sponsor Address: 455 RXR PLAZA, UNIONDALE, NY, 11556
- Plan Type: 401(k)
- Total Participants: 682
- Total Assets: $222.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 682 | $222.2M | $2.7M | $6.3M |
| 2023 | 633 | $193.3M | $2.5M | $5.8M |
| 2022 | 588 | $160.0M | $2.2M | $5.1M |
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. | ADVISOR | $20,172 | — | $20,172 |
| CARON&BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- CARON&BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,172
- Estimated Expense Ratio: 0.009% 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 | $110,188 | $20,172 | $300 | — | — |
| 2023 | $110,868 | $104,357 | — | — | — |
| 2022 | $120,729 | $32,458 | — | — | — |