Retirement plan

UCHIYAMA MANUFACTURING AMERICA, LLC 401(K) PLAN

Name: UCHIYAMA MANUFACTURING AMERICA, LLC - UCHIYAMA MANUFACTURING AMERICA, LLC 401(K) PLAN (2024) Form 5500
Creator: UCHIYAMA MANUFACTURING AMERICA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UCHIYAMA MANUFACTURING AMERICA, LLC 401(K) PLAN, UCHIYAMA MANUFACTURING AMERICA, LLC

UCHIYAMA MANUFACTURING AMERICA, LLCEIN 47-2398801Plan #001PY 2024

494 ARRINGTON BRIDGE ROAD - GOLDSBORO, NC 27530919-731-2364LinkedIn201-500 employeeselectrical/electronic manufacturing

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.9M

+13.3% from 2023

Total participants

168

-10.6% from 2023

Average account balance

$43,258

+73.1% from 2023

Annual return

11.38%

-2.71 pp from 2023

Benchmarks

See 4,103 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,103 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.70M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$52K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

57.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$539K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3794

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
EDWARD JONES1 year Filed as: EDWARD JONES & COMPANY, LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131	Advisory (Plan)	$6,091

Plan features & details

Pension benefit codes2E2G2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$61 / participant

Investment mgmt$6K70.3%
Contract admin$3K29.7%

% of EOY assets

0.234%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: NUNN, BRASHEAR AND UZZELL, PA
Auditor EIN: 561315966
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,258

$79,181-45.4%

$102,423-57.8%

$74,429-41.9%

Participation rate

49.3%

74.8%-25.4pp

76.5%-27.2pp

67.2%-17.9pp

Annual return

11.38%

54.97%-43.6pp

29.42%-18.0pp

1368.38%-1357.0pp

Employer contribution / active EE

$967

$2,362-59.1%

$3,023-68.0%

$2,625-63.2%

Participant deferral / active EE

$2,508

$4,416-43.2%

$5,054-50.4%

$4,348-42.3%

Admin fee / account holder

$101

$2,002-95.0%

$9,455-98.9%

$1,944-94.8%

Provider

Service type

Compensation

EDWARD JONES1 year

Filed as: EDWARD JONES & COMPANY, LP

Service code 27

12555 MANCHESTER ROAD · ST. LOUIS, MO 63131

Advisory (Plan)

$6,091

UCHIYAMA MANUFACTURING AMERICA, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UCHIYAMA MANUFACTURING AMERICA, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion