Plan Snapshot
- Plan Sponsor: Toyota Of Escondido
- Sponsor EIN: 953263258
- Sponsor Address: 231 LINCOLN PARKWAY, ESCONDIDO, CA, 92026
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 436
- Total Assets: $284,049
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 | 436 | $284,049 | $2.1M | $970,034 |
| 2023 | 308 | $174,014 | $1.3M | $948,570 |
| 2022 | 256 | $252,422 | $1.2M | $916,314 |
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 |
|---|---|---|---|---|
| COMPASS HEALTH ADMINISTRATORS | Recordkeeper | $78,144 | — | $78,144 |
| BLUE SHIELD OF CALIFORNIA | Other Service Provider | $63,249 | — | $63,249 |
| BEESON HOFFMAN & SIDDALL INC | Auditor | $22,000 | — | $22,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,393
- Estimated Expense Ratio: 57.523% 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 | $150,897 | — | $150,897 | — | — |
| 2023 | $119,762 | — | $78,288 | — | — |
| 2022 | $119,932 | — | $61,133 | — | — |