Plan Snapshot
- Plan Sponsor: Toyota Boshoku America, INC.
- Sponsor EIN: 383603141
- Sponsor Address: 1360 DOLWICK DRIVE, ERLANGER, KY, 41018
- Plan Type: 401(k)
- Total Participants: 4,244
- Total Assets: $233.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,244 | $233.1M | $8.0M | $23.2M |
| 2023 | 3,998 | $193.1M | $7.0M | $20.4M |
| 2022 | 3,875 | $153.9M | $5.3M | $17.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $314,122 | — | $314,122 |
| MORGAN STANLEY | Investment Advisor | $50,500 | — | $50,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $364,622
- Estimated Expense Ratio: 0.156% 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 | $367,041 | $52,919 | — | — | — |
| 2023 | $343,560 | $65,508 | — | — | — |
| 2022 | $356,180 | $40,000 | — | — | — |