Plan Snapshot
- Plan Sponsor: Mazda Toyota Manufacturing, U.S.A. INC.
- Sponsor EIN: 824661907
- Sponsor Address: 9000 GREENBRIER PKWY, MADISON, AL, 35756
- Plan Type: 401(k)
- Total Participants: 4,499
- Total Assets: $101.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,499 | $101.8M | $16.3M | $23.0M |
| 2023 | 3,695 | $65.1M | $12.2M | $16.6M |
| 2022 | 3,072 | $34.4M | $9.1M | $11.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $257,407 | $174 | $257,581 |
| TRUE WEALTH ADVISORS | NONE | $119,482 | — | $119,482 |
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $377,063
- Estimated Expense Ratio: 0.370% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $376,890 | $119,482 | $257,408 | — | — |
| 2023 | $258,152 | $85,002 | $173,150 | — | — |
| 2022 | $162,348 | — | $162,348 | — | — |