Plan Snapshot
- Plan Sponsor: Tdk U.S.A Corporation
- Sponsor EIN: 953304247
- Sponsor Address: 455 RXR PLAZA, UNIONDALE, NY, 11556
- Plan Type: DB
- Total Participants: 473
- Total Assets: $252.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 473 | $252.5M | $0 | $0 |
| 2023 | 422 | $252.8M | $0 | $0 |
| 2022 | 391 | $229.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| US BANK, N.A | NONE | $1,006,874 | — | $1,006,874 |
| SMARTER ACTUARIAL CONSULTING, LLC | NONE | $100,000 | — | $100,000 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK, N.A — NONE
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,106,874
- Estimated Expense Ratio: 0.438% 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 | $1,096,082 | $709,721 | — | — | — |
| 2023 | $942,180 | $356,407 | — | — | — |
| 2022 | $1,011,409 | $450,995 | — | — | $55,383 |