# U.S. Tsubaki Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/u-s-tsubaki-holdings-inc-362721807-002

> U.S. Tsubaki Holdings, INC.'s 401(k) plan: 691 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.S. Tsubaki Holdings, INC.

- **Sponsor EIN:** 362721807

- **Sponsor Address:** 301 E. MARQUARDT DRIVE, WHEELING, IL, 60090

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 691

- **Total Assets:** $129.1M

## 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|691|$129.1M|$3.7M|$5.1M|

| 2023|680|$125.3M|$3.4M|$4.7M|

| 2022|684|$104.3M|$3.1M|$4.4M|

## 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|

| JOHN HANCOCK|Recordkeeper|$111,442|—|$111,442|

| GLOBAL RETIREMENT PARTNERS|Investment Advisor|$58,621|—|$58,621|

| WIPFLI, LLP|Auditor|$15,000|—|$15,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

- [WIPFLI, LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $185,063

- **Estimated Expense Ratio:** 0.143% 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|$185,063|$78,268|$91,795|$15,000|—|

| 2023|$181,568|$54,427|$113,141|$14,000|—|

| 2022|$169,635|$63,430|$96,205|—|$10,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/u-s-tsubaki-holdings-inc-362721807-002)

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