Plan Snapshot
- Plan Sponsor: Uchiyama Manufacturing America, LLC
- Sponsor EIN: 472398801
- Sponsor Address: 494 ARRINGTON BRIDGE ROAD, GOLDSBORO, NC, 27530
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 152 | $3.9M | $146,976 | $381,191 |
| 2023 | 123 | $3.5M | $60,665 | $328,476 |
| 2022 | 114 | $3.7M | $55,286 | $306,408 |
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 |
|---|---|---|---|---|
| EDWARD JONES & COMPANY, LP | Other Service Provider | $6,091 | — | $6,091 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,091
- Estimated Expense Ratio: 0.155% 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 | $9,198 | $6,470 | $2,728 | — | — |
| 2023 | $755 | — | — | — | — |
| 2022 | $18,832 | — | — | — | $18,832 |