Plan Snapshot
- Plan Sponsor: Toyota Motor North America, INC.
- Sponsor EIN: 953141669
- Sponsor Address: 6565 HEADQUARTERS DRIVE, W1-3C, PLANO, TX, 752045965
- Plan Type: DB
- Total Participants: 4,646
- Total Assets: $4.6B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,646 | $4.6B | $0 | $0 |
| 2023 | 5,129 | $4.9B | $0 | $0 |
| 2022 | 4,644 | $4.5B | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | N/A | $1,950,981 | — | $1,950,981 |
| LOOMIS SAYLES | N/A | $1,473,322 | — | $1,473,322 |
| PACIFIC INVESTMENT MANAGEMENT CO | N/A | $1,414,443 | — | $1,414,443 |
| WELLINGTON MANAGEMENT COMPANY LLP | N/A | $1,241,171 | — | $1,241,171 |
| INVESCO ADVISORS, INC. | N/A | $932,143 | — | $932,143 |
| PGIM INC | N/A | $813,435 | — | $813,435 |
| NORTHERN TRUST COMPANY | N/A | $777,102 | — | $777,102 |
| MFS INSTITUTIONAL ADVISORS | N/A | $593,240 | — | $593,240 |
| BOSTON PARTNERS GLOBAL INVESTORS | N/A | $444,407 | $20,932 | $465,339 |
| BROWN ADVISORY, INC. | N/A | $403,192 | — | $403,192 |
| CONDUENT HUMAN RESOURCE SERVICES | N/A | $196,429 | — | $196,429 |
| BAKER TILLY US, LLP | Auditor | $80,710 | — | $80,710 |
| MOSS ADAMS LLP | N/A | $80,710 | — | $80,710 |
| GOLDMAN SACHS TRUST COMPANY | N/A | $40,981 | — | $40,981 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — N/A
- PGIM INC — N/A
- BAKER TILLY US, LLP — Auditor
- MOSS ADAMS LLP — N/A
- GOLDMAN SACHS TRUST COMPANY — N/A
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,463,198
- Estimated Expense Ratio: 0.226% 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 | $12,789,862 | $7,356,334 | — | $80,710 | — |
| 2023 | $12,981,323 | $7,535,697 | $118,579 | $66,830 | — |
| 2022 | $12,838,863 | $8,386,790 | — | — | $1,994,215 |