Plan Snapshot
- Plan Sponsor: Yokohama Tws North America, INC.
- Sponsor EIN: 061316073
- Sponsor Address: 107 AUDUBON RD., BLDG 2, WAKEFIELD, MA, 01880
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 463
- Total Assets: $34.7M
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 | 463 | $34.7M | $0 | $0 |
| 2024 | 356 | $24.3M | $913,369 | $1.9M |
| 2023 | 385 | $20.3M | $995,979 | $1.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $49,330 | — | $49,330 |
| CREATIVE PLANNING HOLDCO LLC | Other Service Provider | $37,914 | — | $37,914 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,244
- Estimated Expense Ratio: 0.251% 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 | $4,549,312 | $40,284 | — | — | — |
| 2024 | $72,623 | $37,219 | — | — | — |
| 2023 | $66,240 | $41,063 | — | — | — |