# Toyota Carlsbad 401(k) Plan
Source: https://planprovider.pro/companies/toyota-carlsbad-401k-plan

> Toyota Carlsbad's 401(k) plan: 556 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Toyota Carlsbad

- **Sponsor EIN:** 952755513

- **Sponsor Address:** 6030 AVENIDAS ENCINAS, CARLSBAD, CA, 920111061

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

- **Total Participants:** 556

- **Total Assets:** $55.1M

## 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|556|$55.1M|$403,128|$4.1M|

| 2023|483|$49.1M|$660,044|$3.8M|

| 2022|468|$42.1M|$694,448|$3.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$157,388|—|$157,388|

| SECURITIES AMERICA ADVISORS|INVESTMENT ADVISORY|—|$32,148|$32,148|

| OSAIC WEALTH INC|INVESTMENT ADVISORY|—|$11,218|$11,218|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADVISORY

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $200,754

- **Estimated Expense Ratio:** 0.365% 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|$157,389|—|$157,389|—|—|

| 2023|$138,117|—|$138,117|—|—|

| 2022|$134,735|—|$134,735|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/toyota-carlsbad-401k-plan)

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