Plan Snapshot
- Plan Sponsor: Toa (Usa), LLC
- Sponsor EIN: 352113095
- Sponsor Address: 2000 PLEIADES DR, MOORESVILLE, IN, 461587144
- Plan Type: 401(k)
- Total Participants: 889
- Total Assets: $26.4M
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 | 889 | $26.4M | $1.5M | $3.1M |
| 2023 | 716 | $21.6M | $1.3M | $2.7M |
| 2022 | 665 | $17.8M | $1.4M | $2.7M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $134,995 | $21,998 | $112,997 | — | — |
| 2023 | $110,473 | $28,250 | $82,223 | — | — |
| 2022 | $100,105 | — | $79,938 | — | $20,167 |