Sojitz Corporation of America 401(k) match, vesting and fees
What Sojitz Corporation of America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Mckonly & Asbury LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 118 defined-contribution plans in retail trade with 500 to 999 participants.
| Sojitz Corporation of America: employer contribution per participant | $623 | |
| Peer median | $1,025 |
| Sojitz Corporation of America: average balance | $77,430 | |
| Peer median | $54,370 |
| Sojitz Corporation of America: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $33M at the end of plan year 2021 to $47.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 671 | $47.5M | $382K | $623 | 0.22% | Not published | Form 5500 ↗ |
| 2024 | 618 | $40.8M | $427K | $749 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 623 | $36.2M | $413K | $707 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 647 | $29.9M | $432K | $757 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 674 | $33M | $288K | $486 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Sojitz Corporation of America match 401(k) contributions?
The match terms for the Sag 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $382K in employer contributions, about $623 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sojitz Corporation of America 401(k) match vested?
The vesting schedule for the Sag 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sojitz Corporation of America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Sojitz Corporation of America.
I left Sojitz Corporation of America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sojitz Corporation of America, (510) 654-8280) or the recordkeeper, Fidelity Investments Institutional. The Sojitz Corporation of America old 401(k) page lists the contacts from every plan filing. Find an old Sojitz Corporation of America 401(k)
Data from the public Form 5500 annual reports Sojitz Corporation of America filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sojitz Corporation of America. Not financial advice. Report a correction · Methodology