Plan Snapshot
- Plan Sponsor: Yamaha Corporation Of America
- Sponsor EIN: 952101997
- Sponsor Address: 6600 ORANGETHORPE AVENUE, BUENA PARK, CA, 90620
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $130.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 438 | $130.3M | $2.8M | $4.1M |
| 2023 | 432 | $115.8M | $2.8M | $4.1M |
| 2022 | 404 | $106.6M | $2.7M | $3.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $22,639 | — | $22,639 |
| SWENSON ACCOUNTANCY CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- SWENSON ACCOUNTANCY CORPORATION — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,639
- Estimated Expense Ratio: 0.017% 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 | $20,758 | $22,639 | $900 | — | — |
| 2023 | $14,618 | $18,621 | $2,700 | — | — |
| 2022 | $14,063 | $20,848 | — | — | — |