Plan Snapshot
- Plan Sponsor: Yamada North America, INC.
- Sponsor EIN: 311240256
- Sponsor Address: 9000 COLUMBUS-CINCINNATI ROAD, SOUTH CHARLESTON, OH, 45368
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $19.2M
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 | 337 | $19.2M | $553,386 | $1.2M |
| 2023 | 327 | $18.5M | $496,256 | $1.0M |
| 2022 | 278 | $15.6M | $426,079 | $880,759 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER & HACKETT | 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 | $120,144 | $36,594 | $83,550 | — | — |
| 2023 | $106,975 | $31,801 | $75,174 | — | — |
| 2022 | $115,513 | — | $115,513 | — | — |