# Total Industries 401(k) Plan
Source: https://planprovider.pro/companies/rjms-corporation-dba-toyota-material-handling-northern-california-401k-plan

> Total Industries's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Total Industries

- **Sponsor EIN:** 943262562

- **Sponsor Address:** 6999 SOUTHFRONT ROAD, LIVERMORE, CA, 94551

- **Plan Type:** 401(k)

- **Total Participants:** 213

- **Total Assets:** $20.2M

## 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|213|$20.2M|$741,370|$1.6M|

| 2023|246|$17.9M|$711,644|$1.5M|

| 2022|291|$15.2M|$579,804|$1.3M|

## 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|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$40,241|—|$40,241|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,281|—|$5,281|

| LAVINE, LOFGREN, MORRIS & ENGELBERG|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,522

- **Estimated Expense Ratio:** 0.225% 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|$12,834|$45,522|—|—|—|

| 2023|$12,916|$38,934|—|—|—|

| 2022|$7,145|$2,038|—|—|—|

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