Plan Snapshot
- Plan Sponsor: Yamato Transport U.S.A., INC.
- Sponsor EIN: 133019110
- Sponsor Address: 1055 W VICTORIA ST, COMPTON, CA, 90220
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $37.5M
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 | 271 | $37.5M | $607,583 | $1.5M |
| 2023 | 253 | $32.1M | $538,030 | $1.3M |
| 2022 | 222 | $26.7M | $493,878 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $62,774 | — | $62,774 |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $18,750 | — | $18,750 |
| PENSION FINANCIAL GROUP LLC | NONE | $9,250 | — | $9,250 |
| SMITH ELLIOTT KEARNS & COMPANY,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,774
- Estimated Expense Ratio: 0.242% 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 | $117,568 | $28,500 | $14,248 | — | — |
| 2023 | $87,752 | $25,000 | $54,630 | — | — |
| 2022 | $82,849 | $29,500 | $53,149 | — | — |