Plan Snapshot
- Plan Sponsor: The Pokemon Company International, INC.
- Sponsor EIN: 134171476
- Sponsor Address: 10400 NE 4TH STREET, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 998
- Total Assets: $172.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 998 | $172.1M | $17.2M | $18.0M |
| 2023 | 942 | $114.8M | $14.9M | $15.4M |
| 2022 | 828 | $66.3M | $3.4M | $10.2M |
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 |
|---|---|---|---|---|
| USI ADVISORS, INC | INVESTMENT ADVISOR | $37,842 | — | $37,842 |
| CLARK NUBER | ACCOUNTANT/AUDITOR | $19,400 | — | $19,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,242
- Estimated Expense Ratio: 0.033% 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 | $57,374 | $37,842 | $1,500 | $19,400 | — |
| 2023 | $161,310 | $36,739 | — | $19,125 | — |
| 2022 | $141,534 | — | — | — | — |