# Tdk U.S.A. Corporation 401(k) Plan
Source: https://planprovider.pro/companies/tdk-u-s-a-corporation-401k-plan

> Tdk U.S.A. Corporation&#39;s 401(k) plan: 682 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CARON&BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tdk-u-s-a-corporation-401k-plan)

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