Plan Ledger DOL Form 5500 · updated monthly

Sojitz Corporation of America401(k)

SOJITZ GROUP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Sojitz Corporation of America reported $108,725 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,581 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 fell from 0.17% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 823rd-largest of 5,648 plans among New York employers on file, and the 429th of 4,246 in wholesale trade. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$96,224,954
Participants with balances421
Active participants360
Employer contributions$1,289,053
Employee contributions$3,547,318
Employer contribution per active participant$3,581
Average account balance$228,563
Benefits paid to participants$5,984,619
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$96.2M · 421 accts · $1.3M emplr
2023$84.7M · 403 accts · $1.4M emplr
2022$75.7M · 424 accts · $528K emplr
Administrative expenses, itemized · 2024
Investment management$85,771
Audit (IQPA)$14,560
Total administrative$108,725
The Sojitz Corporation of America 401(k) match · 2024
Employer contribution per active participant$3,581
Median for plans this size$3,635
2024$3,581 per active participant
2023$4,568 per active participant
2022$1,596 per active participant

Sojitz Corporation of America's 2024 employer contribution ran below the $3,635 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$70,725
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,046
MCKONLY & ASBURY · Accounting / audit$14,560
HARPER DANESH LLC · Consulting$10,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$108,725 · 0.12%
2023$187,635 · 0.23%
2022$104,738 · 0.17%
Same employer
Similar plansWholesale Trade · New York
Fast Retailing USA, Inc NY$115.5M · 0.26%
Ivoclar Vivadent, Inc. NY$114.2M · 0.01%
Subaru Distributors Corp NY$101.0M · 0.10%
Campari America NY$97.9M · 0.06%
Hartree Partners, LP NY$95.2M · 0.01%
Lifetime Brands, Inc. NY$93.3M · 0.23%
Empire Merchants, LLC NY$91.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135610360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.