Plan Snapshot
- Plan Sponsor: Yorozu Automotive Tennessee, INC.
- Sponsor EIN: 621290313
- Sponsor Address: 395 MT. VIEW INDUSTRIAL DRIVE, MORRISON, TN, 373575917
- Plan Type: 401(k)
- Total Participants: 1,019
- Total Assets: $40.8M
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 | 1,019 | $40.8M | $779,488 | $1.5M |
| 2023 | 1,055 | $38.0M | $714,424 | $1.3M |
| 2022 | 975 | $33.3M | $659,671 | $1.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $57,304 | — | $57,304 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $47,307 | — | $47,307 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,865 | — | $10,865 |
| BLANKENSHIP CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,476
- Estimated Expense Ratio: 0.283% 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 | $115,476 | $10,865 | — | — | — |
| 2023 | $102,804 | $59,754 | — | — | — |
| 2022 | $98,143 | $8,397 | — | — | — |