Plan Snapshot
- Plan Sponsor: Usui International Corp
- Sponsor EIN: 382726508
- Sponsor Address: 88 PARTNERSHIP WAY, SHARONVILLE, OH, 45241
- Plan Type: 401(k)
- Total Participants: 771
- Total Assets: $25.3M
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 | 771 | $25.3M | $838,538 | $2.4M |
| 2023 | 702 | $22.3M | $857,028 | $2.3M |
| 2022 | 684 | $17.5M | $798,209 | $2.1M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $119,085 | $33,838 | — | — | — |
| 2023 | $101,188 | $8,529 | — | — | — |
| 2022 | $96,730 | $391 | — | — | — |