Plan Snapshot
- Plan Sponsor: Yamaichi Electronics U.S.A., INC.
- Sponsor EIN: 770013166
- Sponsor Address: 475 HOLGER WAY, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 143
- Total Assets: $10.9M
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. |
|---|---|---|---|---|
| 2025 | 143 | $10.9M | $0 | $0 |
| 2024 | 105 | $8.7M | $257,000 | $789,247 |
| 2023 | 111 | $7.0M | $236,590 | $662,915 |
| 2022 | 106 | $6.3M | $194,852 | $598,632 |
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 | $13,529 | — | $13,529 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,529
- Estimated Expense Ratio: 0.124% 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 |
|---|---|---|---|---|---|
| 2025 | $625,318 | $4,159 | — | — | — |
| 2024 | $14,826 | $2,457 | — | — | — |
| 2023 | $37,814 | $28,137 | — | — | — |
| 2022 | $37,310 | $2,192 | — | — | — |