# Yorozu Automotive Tennessee, INC. 401(k) Plan
Source: https://planprovider.pro/companies/yorozu-automotive-tennessee-inc-401k-plan

> Yorozu Automotive Tennessee, INC.'s 401(k) plan: 1,019 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/yorozu-automotive-tennessee-inc-401k-plan)

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