Plan Snapshot
- Plan Sponsor: Yorozu Automotive Tennessee, INC.
- Sponsor EIN: 621290313
- Sponsor Address: 395 MT. VIEW INDUSTRIAL DRIVE, MORRISON, TN, 373575917
- Plan Type: DB
- Total Participants: 121
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $18.3M | $0 | $0 |
| 2023 | 123 | $19.1M | $0 | $0 |
| 2022 | 131 | $17.7M | $562,335 | $0 |
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 |
|---|---|---|---|---|
| FID MGMT TRUST CO | CONSULTING | $146,554 | — | $146,554 |
| FIAM TRUST COMPANY | INVEST ADV | $61,878 | — | $61,878 |
| BLANKENSHIP CPA GROUP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,432
- Estimated Expense Ratio: 1.142% 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 | $295,595 | — | — | — | — |
| 2023 | $354,356 | $74,847 | — | — | — |
| 2022 | $249,634 | $71,044 | — | — | — |