Plan Ledger DOL Form 5500 · updated monthly

Yamaha Corporation of America401(k)

YAMAHA CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN · BUENA PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Yamaha Corporation of America reported $20,758 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,377 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 0.01% to 0.02%. 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 809th-largest of 9,483 plans among California employers on file, and the 340th of 4,246 in wholesale trade. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$130,349,738
Participants with balances556
Active participants438
Employer contributions$2,793,156
Employee contributions$4,139,552
Employer contribution per active participant$6,377
Average account balance$234,442
Benefits paid to participants$13,756,073
Plan auditUnmodified (clean) audit opinion
AuditorSWENSON ACCOUNTANCY CORPORATION
Plan history3
Yearassets · accounts · employer contribution
2024$130.3M · 556 accts · $2.8M emplr
2023$115.8M · 560 accts · $2.8M emplr
2022$106.6M · 561 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Investment management$22,639
Total administrative$20,758
The Yamaha Corporation of America 401(k) match · 2024
Employer contribution per active participant$6,377
Median for plans this size$3,635
2024$6,377 per active participant
2023$6,484 per active participant
2022$6,575 per active participant

Yamaha Corporation of America's 2024 employer contribution ran above 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$22,639
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$20,758 · 0.02%
2023$14,618 · 0.01%
2022$14,063 · 0.01%
Same employer
Similar plansWholesale Trade · California
Amada North America, Inc. CA$151.8M · 0.06%
Holt of California CA$135.0M · 0.12%
Kelly Spicers Inc. CA$133.3M · 0.04%
Kellwood Company, LLC CA$124.7M · 0.19%
WD-40 Company CA$116.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952101997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.