Plan Ledger DOL Form 5500 · updated monthly

Mizuno USA, Inc.401(k)

MIZUNO USA, INC. 401(K) PLAN · PEACHTREE CORNERS, GA · plan year 2024

Reported admin expense ratio · 2024
0.35%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Mizuno USA, Inc. reported $147,513 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,968 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 514th-largest of 2,160 plans among Georgia employers on file, and the 943rd of 4,246 in wholesale trade. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 270 to 313 since 2022.

Plan summary
Net assets, end of year$43,981,742
Participants with balances349
Active participants313
Employer contributions$928,914
Employee contributions$1,358,213
Employer contribution per active participant$2,968
Average account balance$126,022
Benefits paid to participants$4,765,697
Plan auditUnmodified (clean) audit opinion
AuditorLBMC
Plan history3
Yearassets · accounts · employer contribution
2024$44.0M · 349 accts · $929K emplr
2023$39.3M · 371 accts · $924K emplr
2022$34.9M · 345 accts · $993K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,060
Investment management$93,228
Audit (IQPA)$17,225
Total administrative$147,513
The Mizuno USA, Inc. 401(k) match · 2024
Employer contribution per active participant$2,968
Median for plans this size$2,416
2024$2,968 per active participant
2023$3,185 per active participant
2022$3,678 per active participant

Mizuno USA, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
MORGAN STANLEY · Investment advisory (plan)$80,588
LBMC PC · Accounting / audit$17,225
EMPOWER ADVISORY GROUP, LLC · Investment management$12,640
MORGAN STANLEY SMITH BARNEYindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$147,513 · 0.35%
2023$109,455 · 0.30%
2022$115,192 · 0.29%
Same employer
Similar plansWholesale Trade · Georgia
Asm Assembly Systems,Llc GA$47.3M · 0.33%
KIDS2, Inc. GA$45.8M · 0.34%
N.A. Williams Co. Inc. GA$44.0M · 0.19%
Crs, Inc. GA$41.1M · 1.25%
Milner, Inc. GA$37.2M · 0.40%
Rinnai America Corporation GA$36.4M · 0.38%
Ingenico, Inc. GA$35.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582269948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.