Plan Snapshot
- Plan Sponsor: Yamamoto Of Orient, INC.
- Sponsor EIN: 952976080
- Sponsor Address: 122 VOYAGER ST, POMONA, CA, 917683252
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 166 | $15.3M | $0 | $0 |
| 2024 | 260 | $15.2M | $0 | $0 |
| 2023 | 265 | $13.0M | $0 | $0 |
| 2021 | 255 | $13.1M | $0 | $0 |
| 2020 | 262 | $9.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEIHAUS CPA, PC — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $75,618 | — | $75,618 | — | — |
| 2024 | $66,424 | — | $66,424 | — | — |
| 2023 | $59,478 | — | $59,478 | — | — |
| 2021 | $2,581 | — | $2,581 | — | — |
| 2020 | $3,945 | — | $3,945 | — | — |