Plan Snapshot
- Plan Sponsor: Yokogawa Usa, INC.
- Sponsor EIN: 581874832
- Sponsor Address: 2 DART ROAD, NEWNAN, GA, 30265
- Plan Type: 401(k)
- Total Participants: 731
- Total Assets: $190.9M
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. |
|---|---|---|---|---|
| 2024 | 731 | $190.9M | $5.1M | $8.3M |
| 2023 | 749 | $168.4M | $4.8M | $7.5M |
| 2022 | 703 | $147.8M | $4.5M | $6.7M |
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 |
|---|---|---|---|---|
| WEAVER & TIDWELL, LLP | Auditor | $29,620 | — | $29,620 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,620
- Estimated Expense Ratio: 0.016% 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 | $110,812 | $48,232 | $7,601 | $29,620 | — |
| 2023 | $73,415 | $42,994 | $15,862 | — | — |
| 2022 | $104,004 | $46,875 | — | — | $41,290 |