Plan Snapshot
- Plan Sponsor: Yamaha Motor Corporation, U.S.A.
- Sponsor EIN: 953069495
- Sponsor Address: 6555 KATELLA AVENUE, CYPRESS, CA, 90630
- Plan Type: 401(k)
- Total Participants: 3,023
- Total Assets: $325.7M
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 | 3,023 | $325.7M | $11.8M | $17.2M |
| 2023 | 2,778 | $289.8M | $11.2M | $15.7M |
| 2022 | 2,825 | $239.1M | $9.6M | $13.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $259,342 | — | $259,342 |
| WITHUMSMITH BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WITHUMSMITH BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,342
- Estimated Expense Ratio: 0.080% 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 | $259,104 | — | $2,100 | — | — |
| 2023 | $236,790 | — | $2,400 | — | — |
| 2022 | $155,232 | — | — | — | — |